# Supervisible

> Team planning that makes sense, finally.

## Table of Contents

- [About](#about)
- [Features](#features)
- [Use Cases](#use-cases)
- [Documentation](#documentation)

## About

Supervisible is a team capacity management and project planning platform built for agencies. It helps teams manage workload, plan resources, and deliver exceptional client work with complete visibility into operations.

Whether you're overseeing multiple projects, balancing team capacity, or optimizing resource allocation, Supervisible gives you the tools to make informed decisions about staffing, profitability, and delivery.

- Website: https://www.supervisible.com
- Documentation: https://www.supervisible.com/docs
- API Reference (markdown): https://www.supervisible.com/developers.md
- OpenAPI spec: https://www.supervisible.com/openapi/public-api-v1.json

## Features

### Project Management
Track client work from proposal to completion. Manage project lifecycles (Draft, Active, Completed), assign team members with specific skills, monitor real-time profitability and margin calculations, and track expenses beyond team hours.

### Workload Management
Balance work across your team with personal and team-wide workload views. Track workload percentage, capacity, and utilization at individual, team, and organization levels. Automatic updates when capacity changes.

### Client Management
Centralized view of past, current, and future clients. Track project associations, client status (Lead, Active, Inactive), industry categorization, and priority levels. Supports bulk CSV import.

### Time Off
Book time off from half days to extended leave. Track allowances and remaining balances. Team visibility with Pulse and Timeline views. Automatic workload recalculation and notifications to project managers.

### Integrations
Slack integration for workload visibility, time-off approvals, slash commands, and notifications. More integrations coming soon.

### Admin & Organization Settings
Member management with roles and permissions. Team structure organization. Capability and skills definitions. Member cost configuration for accurate project margins. Profitability thresholds and reporting.

## Use Cases

### Founder-Led Agencies
Small teams where the founder wears multiple hats. Supervisible provides a single view of all projects, team capacity, and profitability so you can make staffing and pipeline decisions without juggling spreadsheets.

### Design Agencies
Creative teams managing multiple client accounts with varying scopes. Track designer workload across projects, plan around time off, and monitor project margins to keep work sustainable and profitable.

### Development Agencies
Engineering teams delivering client projects on retainers or fixed budgets. Assign developers by capability, track utilization across sprints, and catch overallocation before it causes burnout or missed deadlines.

### Multi-Discipline Agencies
Full-service agencies with designers, developers, strategists, and project managers. Supervisible handles cross-functional resource planning, giving leadership visibility into capacity and profitability across all disciplines.

## Documentation

- [Profile](https://www.supervisible.com/docs/account/profile): Manage your personal profile settings and preferences.
- [Capabilities](https://www.supervisible.com/docs/admin/capabilities): Define the skills and roles your team members can contribute to projects.
  - [Member Costs](https://www.supervisible.com/docs/admin/member-costs): Configure member hourly rates to track project costs and profitability.
  - [Members](https://www.supervisible.com/docs/admin/members): Manage organization members, roles, and permissions.
  - [Organization Settings](https://www.supervisible.com/docs/admin/organization): Configure workspace-wide settings, billing, and integrations.
  - [Profitability](https://www.supervisible.com/docs/admin/profitability): Analyze and optimize project profitability and financial metrics.
  - [Teams](https://www.supervisible.com/docs/admin/teams): Organize members into functional groups for better project management and workload visibility.
- [Clients](https://www.supervisible.com/docs/clients): Manage client relationships and project portfolios.
- [Integrations](https://www.supervisible.com/docs/integrations): Connect Supervisible to the tools your team already uses.
  - [Slack](https://www.supervisible.com/docs/integrations/slack): Bring real workload visibility into Slack. Approve requests, get notifications, and manage your team — without leaving the conversation.
- [Concepts](https://www.supervisible.com/docs/getting-started/concepts): Learn the core concepts and terminology used throughout Supervisible.
  - [For Your Role](https://www.supervisible.com/docs/getting-started/for-your-role): Find the features and guides most relevant to how you use Supervisible.
  - [Start Guide](https://www.supervisible.com/docs/getting-started/start-guide)
- [Notifications & Inbox](https://www.supervisible.com/docs/notifications): Stay on top of notifications, messages, and important updates.
- [How Allowances Work](https://www.supervisible.com/docs/time-off/allowances): Understanding your time off balance, pro-rating, and what counts against your allowance.
  - [Booking Time Off](https://www.supervisible.com/docs/time-off/booking): How to request time off, from half days to extended leave.
  - [Configuration](https://www.supervisible.com/docs/time-off/configuration): Set up time off types, allowances, and approval rules.
  - [Time Off](https://www.supervisible.com/docs/time-off): Track absences, manage allowances, and keep your team informed.
  - [Allowance Overview](https://www.supervisible.com/docs/time-off/overview): Monitor team allowances and spot issues early.
  - [Team Views](https://www.supervisible.com/docs/time-off/team-views): See who's out with Pulse and Timeline views.
- [Creating a Project](https://www.supervisible.com/docs/projects/creating): Set up a new project with client, team, and billing configuration.
  - [Project Expenses](https://www.supervisible.com/docs/projects/expenses): Track additional project costs beyond team hours.
  - [Project Financials](https://www.supervisible.com/docs/projects/financials): Track project profitability, agency rates, and margin calculations.
  - [Projects](https://www.supervisible.com/docs/projects): Manage client work from proposal to completion with project tracking, team assignments, and profitability insights.
  - [Managing Projects](https://www.supervisible.com/docs/projects/managing): Day-to-day project operations, team assignments, and status tracking.
- [Workload Management](https://www.supervisible.com/docs/workload): Understand and balance work across your team with personal and team-wide workload views.
  - [My Workload](https://www.supervisible.com/docs/workload/my-workload): View and manage your personal workload and assignments.
  - [Overview](https://www.supervisible.com/docs/workload/overview): View and manage team workload distribution across projects and clients.
  - [Team Workload](https://www.supervisible.com/docs/workload/team-workload): Overview of team workload and resource allocation.

## API Reference

- OpenAPI spec: https://www.supervisible.com/openapi/public-api-v1.json
- Developer docs: https://www.supervisible.com/developers

- [List actual hours](https://www.supervisible.com/developers/actual-hours/get-actual-hours): GET /actual-hours
  - [Upsert actual hours](https://www.supervisible.com/developers/actual-hours/post-actual-hours): POST /actual-hours
- [List user assignments](https://www.supervisible.com/developers/assignments/get-assignments): GET /assignments
  - [Upsert user assignments](https://www.supervisible.com/developers/assignments/post-assignments): POST /assignments
- [List clients](https://www.supervisible.com/developers/clients/get-clients): GET /clients
  - [Update a client](https://www.supervisible.com/developers/clients/patch-clients-id): PATCH /clients/{client_id}
  - [Create a client](https://www.supervisible.com/developers/clients/post-clients): POST /clients
- [Get API key identity](https://www.supervisible.com/developers/me/get-me): GET /me
- [List projects](https://www.supervisible.com/developers/projects/get-projects): GET /projects
  - [Update a project](https://www.supervisible.com/developers/projects/patch-projects-id): PATCH /projects/{project_id}
  - [Create a project](https://www.supervisible.com/developers/projects/post-projects): POST /projects
- [Delete a time off request](https://www.supervisible.com/developers/time-off/delete-time-off-id): DELETE /time-off/{request_id}
  - [List time off requests](https://www.supervisible.com/developers/time-off/get-time-off): GET /time-off
  - [Update a time off request](https://www.supervisible.com/developers/time-off/patch-time-off-id): PATCH /time-off/{request_id}
  - [Approve a time off request](https://www.supervisible.com/developers/time-off/post-time-off-id-approve): POST /time-off/{request_id}/approve
  - [Reject a time off request](https://www.supervisible.com/developers/time-off/post-time-off-id-reject): POST /time-off/{request_id}/reject
  - [Create a time off request](https://www.supervisible.com/developers/time-off/post-time-off): POST /time-off
- [List users](https://www.supervisible.com/developers/users/get-users): GET /users
  - [Update a user](https://www.supervisible.com/developers/users/patch-users-id): PATCH /users/{user_id}