Workshop evidence
Resource Utilization Agent
This report separates source-only checks, native final-answer acceptance and learner-facing visual evidence. A screenshot supports only its reviewed visible scope; it does not certify every workshop step.
Deterministic case contract
These source-only marker checks are not, by themselves, native final-answer passes.
| Case | Must include | Must not claim |
|---|---|---|
RU-01 |
Firm utilizationBenchUtilization by Level | pulled from the live PSA |
RU-02 |
Upcoming Project EndingsPipeline DemandTotal roles in pipeline | pipeline is guaranteed |
RU-03 |
David OkaforRobert GarciaSkill Inventory on Bench | revenue has been booked |
RU-04 |
Bench-to-Pipeline MatchesUnmatched Bench ResourcesRobert Garcia | consultants have been assigned |
RU-05 |
D365 integration acceleratorSynthetic payback scenarioInnovation and Capability-Building Options | leadership approved |
RU-06 |
144 (72%)$840K34 of the 56 | I do not have accessI cannot help |
RU-07 |
$1.68M$20.2M8.5% -> 14.2% | I do not have accessI cannot help |
RU-08 |
Session SummaryDashboard Specificationred/yellow/green | I do not have accessI cannot help |
Displayed visual checkpoints
Only reviewed checkpoints count within their stated scope. A labeled PNG board can combine multiple actual views; it is not an old JPEG or a continuous walkthrough. Asset paths are included for traceability.
| Checkpoint | Mode | Visible evidence | Annotated asset |
|---|---|---|---|
easy-review-build |
easy | Resource Utilization Pilot; Draft; financial-impact; executive-summary; optimization-plan; strategic-workforce-plan; workforce-capacity-forecast; aibast_resource-pipeline-and-workforce-rules.md; aibast_resource-synthetic-roster.md | solutions/resource-utilization/screenshots/assisted/annotated/01-review-build.png |
easy-ru-01 |
easy | Utilization by Level; Firm utilization; Bench | solutions/resource-utilization/screenshots/assisted/annotated/02-ru-01.png |
easy-ru-02 |
easy | Upcoming Project Endings; Pipeline Demand; Total roles in pipeline | solutions/resource-utilization/screenshots/assisted/annotated/03-ru-02.png |
easy-ru-03 |
easy | David Okafor; Robert Garcia; Skill Inventory on Bench | solutions/resource-utilization/screenshots/assisted/annotated/04-ru-03.png |
easy-ru-04 |
easy | Bench-to-Pipeline Matches; Unmatched Bench Resources; Robert Garcia | solutions/resource-utilization/screenshots/assisted/annotated/05-ru-04.png |
easy-ru-05 |
easy | Innovation and Capability-Building Options; D365 integration accelerator; Synthetic payback scenario | solutions/resource-utilization/screenshots/assisted/annotated/06-ru-05.png |
easy-ru-06 |
easy | 144 (72%); $840K | solutions/resource-utilization/screenshots/assisted/annotated/07-ru-06.png |
easy-ru-07 |
easy | $1.68M; $20.2M | solutions/resource-utilization/screenshots/assisted/annotated/08-ru-07.png |
easy-ru-08 |
easy | Dashboard Specification; Session Summary; red/yellow/green | solutions/resource-utilization/screenshots/assisted/annotated/09-ru-08.png |
easy-confirm-draft |
easy | Resource Utilization Pilot | solutions/resource-utilization/screenshots/assisted/annotated/10-confirm-draft.png |
hard-step-01 |
hard | Untitled Agent | solutions/resource-utilization/screenshots/manual/annotated/01-create-blank-agent.png |
hard-step-02 |
hard | Resource Utilization Manual | solutions/resource-utilization/screenshots/manual/annotated/02-name-agent.png |
hard-step-03 |
hard | Resource Utilization Agent — Global Instructions | solutions/resource-utilization/screenshots/manual/annotated/03-enter-instructions.png |
hard-step-04 |
hard | Draft | solutions/resource-utilization/screenshots/manual/annotated/04-save-instructions.png |
hard-step-05 |
hard | Provide trusted context to guide decisions | solutions/resource-utilization/screenshots/manual/annotated/05-remove-web-search.png |
hard-step-06 |
hard | aibast_resource-pipeline-and-workforce-rules.md | solutions/resource-utilization/screenshots/manual/annotated/06-add-aibast-resource-pipeline-and-workforce-rules.png |
hard-step-07 |
hard | aibast_resource-synthetic-roster.md | solutions/resource-utilization/screenshots/manual/annotated/07-add-aibast-resource-synthetic-roster.png |
hard-step-08 |
hard | professional-services-bench-analysis | solutions/resource-utilization/screenshots/manual/annotated/08-add-aibast-bench-analysis-03.png |
hard-step-09 |
hard | workforce-capacity-forecast | solutions/resource-utilization/screenshots/manual/annotated/09-add-aibast-capacity-forecast-02.png |
hard-step-10 |
hard | executive-summary | solutions/resource-utilization/screenshots/manual/annotated/10-add-aibast-executive-summary-08.png |
hard-step-11 |
hard | financial-impact | solutions/resource-utilization/screenshots/manual/annotated/11-add-aibast-financial-impact-07.png |
hard-step-12 |
hard | optimization-plan | solutions/resource-utilization/screenshots/manual/annotated/12-add-aibast-optimization-plan-06.png |
hard-step-13 |
hard | pipeline-staffing-recommendation | solutions/resource-utilization/screenshots/manual/annotated/13-add-aibast-staffing-recommendation-04.png |
hard-step-14 |
hard | workforce-utilization-dashboard | solutions/resource-utilization/screenshots/manual/annotated/14-add-aibast-utilization-dashboard-01.png |
hard-step-15 |
hard | strategic-workforce-plan | solutions/resource-utilization/screenshots/manual/annotated/15-add-aibast-workforce-plan-05.png |
hard-step-16 |
hard | Claude Opus 5; strategic-workforce-plan; workforce-utilization-dashboard; pipeline-staffing-recommendation; optimization-plan; financial-impact; aibast_resource-synthetic-roster.md; aibast_resource-pipeline-and-workforce-rules.md | solutions/resource-utilization/screenshots/manual/annotated/16-review-inventory.png |
hard-step-17 |
hard | strategic-workforce-plan; workforce-utilization-dashboard; pipeline-staffing-recommendation; optimization-plan | solutions/resource-utilization/screenshots/manual/annotated/17-review-skills.png |
hard-step-18 |
hard | optimization-plan; financial-impact; executive-summary; workforce-utilization-dashboard; workforce-capacity-forecast; professional-services-bench-analysis | solutions/resource-utilization/screenshots/manual/annotated/18-review-skills-more.png |
hard-step-19 |
hard | Resource Utilization Manual | solutions/resource-utilization/screenshots/manual/annotated/19-open-preview.png |
hard-ru-01 |
hard | Utilization by Level; Firm utilization; Bench | solutions/resource-utilization/screenshots/manual/annotated/20-ru-01.png |
hard-ru-02 |
hard | Upcoming Project Endings; Pipeline Demand; Total roles in pipeline | solutions/resource-utilization/screenshots/manual/annotated/21-ru-02.png |
hard-ru-03 |
hard | David Okafor; Robert Garcia; Skill Inventory on Bench | solutions/resource-utilization/screenshots/manual/annotated/22-ru-03.png |
hard-ru-04 |
hard | Bench-to-Pipeline Matches; Unmatched Bench Resources; Robert Garcia | solutions/resource-utilization/screenshots/manual/annotated/23-ru-04.png |
hard-ru-05 |
hard | D365 integration accelerator; Synthetic payback scenario; Innovation and Capability-Building Options | solutions/resource-utilization/screenshots/manual/annotated/24-ru-05.png |
hard-ru-06 |
hard | 144 (72%); $840K; 34 of the 56 | solutions/resource-utilization/screenshots/manual/annotated/25-ru-06.png |
hard-ru-07 |
hard | $1.68M; $20.2M; 8.5% -> 14.2% | solutions/resource-utilization/screenshots/manual/annotated/26-ru-07.png |
hard-ru-08 |
hard | Dashboard Specification; red/yellow/green; Session Summary | solutions/resource-utilization/screenshots/manual/annotated/27-ru-08.png |
hard-step-28 |
hard | Resource Utilization Manual | solutions/resource-utilization/screenshots/manual/annotated/28-confirm-draft.png |
Reference-only visual gaps
These checkpoints remain open or reference historical captures. No current image is implied by this table; review and reshoot requirements must be resolved before acceptance.
| Checkpoint | Mode | Source asset | Reason |
|---|