Orders and Projects
Used by services leadership and delivery management.
Maintains a roadmap of prioritized, budgeted projects, linking an order to the work it commits the organization to deliver.
OUT-OF-THE-BOX APPS
Services & Workforce Apps
Six prebuilt applications for professional services organizations whose compensation depends on billable delivery rather than bookings: the project roadmap, who is assigned to what, demand against available resources, time against projects, utilization, and leave.
On this page
These apps exist because a services business pays people on measures a sales compensation system does not normally hold. Utilization, billable hours and project delivery are the inputs, and they need to sit in the same platform as the calculation that reads them.
Orders & Project Roadmap
Resource Assignment & Forecasting
Project Assignments
Used by delivery management and resource managers.
Shows project assignments by resource: who is committed to what, and over what period.
Forecast Management
Used by delivery management and services leadership.
Forecasts upcoming project demand against the resources available to meet it.
Read the name carefully. This is resource forecasting, not sales forecasting. People arriving from the compensation side consistently expect the other thing.
Time Tracking & Utilization
Time Tracker
Used by consultants and delivery management.
Records time against projects. The input to both billing and any compensation component that pays on billable delivery.
Utilization Analysis
Used by services leadership and delivery management.
Gauges workload balance across the team to show who is over-deployed and who has capacity.
Utilization stops being a delivery metric the moment a plan pays on it. At that point the same number has to survive a payee querying it, which is a higher bar than an internal dashboard usually clears.
Leave Management
Used by employees, managers and human resources.
Runs leave requests, tracking and approval, and feeds the absence data that proration and utilization calculations depend on.
Beyond the Gallery
Optymyze calculates milestone payments, recurring revenue and any custom calculation category, with proration by days, weeks or months active and effective-dated eligibility rules for leave, role changes and partial periods. From a single billable consultant to a full delivery organization, the same configuration applies.
The six applications above are the data layer beneath services compensation rather than the compensation model itself. Margin-based plans, blended-rate models and delivery-quality modifiers are configured on top of them.
For capability detail on calculation and proration, see incentive compensation management in the knowledge base.
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