Past, present, future — one board.
Resource allocation in most firms is a conversation in someone's head. It works until it doesn't — and when it doesn't, a client feels it before you do. Bridge Planner puts allocation on a board: where hours went (past), who's booked this week (present), and what the pipeline demands (future). Drag to reassign.
No per user fees, ever.
Resource allocation in most firms is a conversation in someone's head. It works until it doesn't — and when it doesn't, a client feels it before you do.
How this actually gets used
Overloads surface only when a client complains
The Old Way
Someone’s double-booked across two engagements, and nobody notices until a deliverable is late and the client asks why. By then it’s a client-facing problem, not a scheduling one.
Staffing for a deal in the pipeline happens blind
The Old Way
A big proposal is sitting in your CRM with a good chance of closing, but nobody thinks about staffing until it’s actually signed — so the week the SOW gets executed is also the week you’re scrambling to figure out who’s free.
Three views, same board
Past: consumption by engagement and person — where did hours actually go? Present: the schedule heatmap — who's booked this week, who's overloaded, who has gaps? Future: pipeline demand — what upcoming opportunities need staffing and when?
Drag to reassign
See an overload? Drag an assignment from one person to another. The capacity numbers update in real time. No separate planning tool, no back-and-forth emails — the allocation and the engagement are in the same system.
Pipeline demand overlay
The future view pulls from your opportunity pipeline — open proposals, qualified leads, expected close dates. You can see what demand is coming and start planning staffing before the SOW is signed.
Detail screenshot
Upload via Hub admin (key: feature-planner-allocation-detail)
Bridge replaces
One product, one bill, one source of truth — instead of stitching 4 subscriptions together.
How Bridge compares to Float
Float's approach
Float is a clean, focused scheduling tool. Drag-and-drop assignment, per-person availability, utilization reports. Great for teams that need a visual schedule. But Float doesn't know about your agreements or invoicing — the schedule lives in isolation from the financial reality.
\$100/mo for 10 users on Float Pro
Choose Float if: you need standalone scheduling with project-management tool integrations (Asana, Jira) and your billing lives elsewhere.
Uplift Bridge's approach
Bridge Planner's allocation board reads from signed engagements. When a SOW is executed, the deliverables and team assignments are already there. Past consumption comes from real time entries, not manual schedule reconciliation. And the pipeline demand view pulls from your opportunity pipeline — so you can plan staffing before the contract is signed.
Bridge Planner add-on at \$39/mo flat (Team)
Choose Bridge if: you want allocation grounded in signed agreements, with past/present/future in one view, or you're already running engagements in Bridge.
Frequently asked questions
More in Planner
See also
Capacity
Capacity tells you who has headroom. Allocation is where you use that headroom by assigning people to work.
Learn moreForecast
The allocation board feeds the forecast — booked hours become projected revenue.
Learn moreUtilization
Past allocation = utilization from an engagement perspective. Different lens, same hours.
Learn moreNo per user fees.
No forced contracts.
No sales call.
Built by Tommy Spann after 25 years running consulting firms. Bridge is the practice software he wanted and couldn't find — so he built it.
