> Template · Consultant management. Workflow, example and practical criteria.

Source: https://hice.ai/en/blog/excel-and-csv-template-consultant-management-tools-for-skills-and-availability
# Excel and CSV template: consultant management tools for skills and availability

- Steps and checks
- Define the outcome and records
- A pilot on the complete workflow
- Rules, exceptions and work cost
- Apply the workflow in HICE
- Choose the next step

The downloadable template is a starting point for organizing records and agreeing team rules. Example rows are simulated; define required fields and client or project relationships before entering real data.

## Steps and checks

| Record | Context | Person | Skill | Available hours | Assigned hours | ISO start | Owner | Status |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| DEMO-01 | Consultant management | PERSON-01 | Java | 40 | 24 | 2026-01-05 | OWNER-01 | draft |
| DEMO-02 | Consultant management | PERSON-02 | Java | 40 | 24 | 2026-02-05 | OWNER-02 | review |

Import the CSV into Excel or LibreOffice using UTF-8 and a comma separator. Check number types, ISO dates and identifiers. Adapt this working sheet and verify field mapping before importing it into software.

## Define the outcome and records

For this topic the control starts with consultant profiles, availability dates and assignments.

Resource planning compares available capacity and assigned work over a period. Consultant management adds skills, role and availability. Contract capacity, availability after absence and assigned hours must stay separate to expose overload.

Define period, skill and availability, then link the assignment to a project. Hypothetical example: 40 hours minus 8 absent and 24 assigned leaves 8 hours. Compare remaining capacity with the next request.

## A pilot on the complete workflow

Update the availability of a consultant finishing next month. Search by skill and check whether sales can also see the actual start date for a new assignment.

Before the demo, write three required outcomes and one acceptable tradeoff. Value recovered time only after measuring on the same basis. Have the actual owner complete a cycle and retain errors, corrections and final output. If the pilot stops halfway, identify the missing module, integration or step in the quotation.

## Rules, exceptions and work cost

Define who enters, corrects and approves records. Test an incomplete record, a duplicate and a change after closure. The decision changes when records can be exported with relationships rather than manually reconstructed. Count licenses, onboarding, team time and integration maintenance separately.

## Apply the workflow in HICE

HICE connects consultant skills and availability to client requests and projects. Planning becomes valuable when sales can see who can work, when they can start and which workload is already assigned.

## Choose the next step

Open the related solution, review pricing for your market and test the case on your records. Keep the template as a workflow reference and use the country ranking to explore other category options.

Consultant management · Reference rate · ATS / CRM / PSA

## Continue with another format

- Alternatives to Float: consultant management tools for skills and availability
- HICE vs Float: consultant management tools for skills and availability
- How much does it cost: consultant management tools for skills and availability
- Migrate records and workflows: consultant management tools for skills and availability
- How to manage: consultant management tools for skills and availability
- Time and cost calculator: consultant management tools for skills and availability
- Connect records and an AI assistant: consultant management tools for skills and availability
- How to choose: consultant management tools for skills and availability
- Problems to fix: consultant management tools for skills and availability
- Meaning and how it works: consultant management tools for skills and availability
- Demonstration case: consultant management tools for skills and availability
- Simulated benchmark: consultant management tools for skills and availability