AEC resource planning software for cross-office project staffing

Architecture, Engineering, and Construction (AEC) firms cannot afford to win work they cannot staff with confidence. evergreen, as part of the Microsoft Industry Cloud for Architecture and Engineering Firms, aligns skills, capacity, and demand so staffing decisions stay predictable as backlog, project schedules, and priorities shift.

Replace reactive staffing with governed capacity decisions

2nd_section_Replace reactive staffing _1_5x

As AEC firms grow across offices and service lines, resource planning breaks in a familiar way. Skills live in one place, allocations in another, and pipeline signals somewhere else; so leaders make commitments before they can verify coverage. This disconnect shows up in challenges like these.

  • Relying on partial profiles that hide discipline expertise, certifications, and role fit across offices
  • Scrambling to find available staff when workloads spike or project starts shift
  • Overloading critical roles because allocation data lags behind real project demand
  • Committing to backlog and pursuits without a forward view of capacity
  • Defaulting to subconsultants without comparing cost, coverage, and timing options

These challenges make consistent resource planning and utilization control nearly impossible at scale.

Accelerate staffing decisions without increasing delivery risk

evergreen consolidates skills, roles, allocations, and availability into a single, connected cloud platform, purpose-built for AEC firms. It replaces ad hoc coordination with governed, real-time visibility so staffing decisions hold up as projects, phases, and priorities change.

Staff faster with confidence

Match skills and roles across offices from unified resource profiles

Prevent overload
earlier

See availability, allocation, and workload trends by team and discipline

Plan from real
demand

Drive staffing plans from backlog and pipeline, not last week’s utilization

Evaluate staffing and subconsultant options

Compare allocation changes and coverage impacts before you commit

Align skills, demand, and allocation in a connected planning foundation

evergreen unifies resource profiles, current allocations, and future demand signals so staffing plans are built on verified data – not assumptions. Delivery leaders can evaluate coverage across offices, roles, and disciplines using a single system of record that stays current as projects and pursuits evolve.

As part of the Microsoft Industry Cloud for Architecture and Engineering Firms, evergreen runs on Microsoft Dynamics 365 and Microsoft Azure, bringing enterprise-grade security, data governance, and AI into day-to-day delivery planning. AI-powered intelligent workflows surface these insights directly in Microsoft Teams or in your flow of work, so planners and discipline leads can act without switching context.

Connected planning foundation_1_5x

Plan capacity with confidence before you say yes to the next project.

Use real pipeline and backlog signals to identify gaps, overload, and staffing options early.

Benefits of turning staffing into a predictable operating rhythm

evergreen moves resource planning from reactive reshuffling to proactive control. Leaders can make staffing decisions based on verified capacity, governed changes, and forward-looking demand instead of chasing updates across tools.

Anticipate gaps before they
become delays

evergreen ties backlog and pipeline to capacity so leaders can see shortfalls early enough to act. This reduces last-minute escalations and protects delivery commitments when awards, starts, or priorities shift.

  • Link pursuits and backlog to forecasted staffing needs by date
  • Identify role and skill gaps across offices before schedules are locked
  • Surface early warning signals when coverage drops below plan

Balance workloads across teams and locations

Resource planning becomes a firmwide decision, not a local search for whoever is available. Teams can shift work with a clear view of workload impacts, helping reduce hidden overload and underutilization.

  • View allocation, availability, and workload by office, role, and discipline
  • Reassign resources while understanding downstream workload and coverage impact
  • Improve coordination between planners, practice leaders, and project leadership

Decide faster with scenario-based staffing plans

Scenario-based staffing plans help leaders compare hiring, reshuffling, and subconsultant options before making changes that ripple across delivery. Model hiring plans against forecasted demand and start dates

  • Compare reshuffling options without losing accountability for decisions
  • Assess subconsultant coverage with timing and staffing impact in view

Govern staffing changes with traceable approvals

As firms scale, staffing decisions need controls, not just coordination. evergreen supports governed planning with role-based access, approvals, and a clear history of what changed and why.

  • Apply role-based permissions for planning, allocation, and overrides
  • Maintain audit trails for approvals, changes, and reassignment decisions
  • Standardize staffing governance across offices and delivery teams

A connected Microsoft-based platform tailored for AEC firms

A connected Microsoft-based platform built for law firms-image_1_5x

evergreen leverages Microsoft Dynamics 365 and Microsoft Azure and is deployed within your Microsoft tenant, so operational planning data remains under your control.

Microsoft security and governance capabilities help protect access, enforce oversight, and support audit readiness at scale.

Operate with one system of record across delivery, finance, and operations

Protect data and access with Microsoft-grade security and tenant control

Scale planning while maintaining governance and audit readiness

Make staffing decisions that hold up under pressure

Align skills, capacity, and demand so your teams can commit, staff, and deliver with confidence.

Explore more delivery outcomes that help your teams stay on time, on budget, and in control

Project planning and schedules

Read more →

Delivery forecasting and project controls

Read more →

Scope and change management

Read more →

Time and expense capture

Read more →

Subconsultant planning and collaboration

Read more →