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Falcon – tutorial 01


01 Falcon from Zero

Let’s get you into Falcon

We start at the very beginning. No dataset, no setup and no Falcon experience required. First, sign in to the Pace Apps environment.

Do

Log in to Pace Apps

Open Falcon
Opens Falcon in a new browser tab

Open the Pace Apps login page and use the credentials associated with your account.

  1. Enter your email address in Email Address.
  2. Enter your password in Password.
  3. Select Login.
See

A simple starting point

Before Falcon opens, you first authenticate yourself in the Pace Apps environment.

Pace Apps login screen

Enter your email address and password, then select Login.

After a successful login, Pace Apps takes you to the applications available to your account.

Understand

Pace Apps is the doorway

At this point, you are not logging into a particular Falcon dataset. You are signing in to the Pace Apps environment.

Pace Apps

Provides access to the applications that are available to your account.

Falcon

Is the application we’ll use to build and explore our capacity model.

We haven’t created any capacity information yet. That is exactly what we’ll do together in the following steps.

You’re signed in

Pace Apps can now show you the applications available to your account. In the next step, we’ll open Falcon.

01A Optional setup

No account yet? Create one first.

If you don’t have a Pace Apps account yet, create one directly from the login screen. Once the account is ready, return to Step 01 and log in.

Do

Create your Pace Apps account

On the Pace Apps login screen, select Sign up here.

  1. Enter your email address in Email address.
  2. Choose a username.
  3. Create a password.
  4. Check the password requirements shown in the form.
  5. Confirm your password.
  6. Select Create Account.
Already have an account?

Skip this optional step and continue directly with Step 01 – Log in to Pace Apps.

See

Pace Apps shows what it needs

The Create Account form asks for the information needed to set up your Pace Apps account.

Pace Apps Create Account screen

Enter your account details and follow the password requirements shown directly in the form.

Once the account creation process is complete, return to the login screen and continue with the normal Falcon from Zero flow.

Understand

You’re creating access, not capacity data

This step only creates your Pace Apps account. It does not create a Falcon dataset or any engineering capacity data.

Pace Apps account

Gives you access to the Pace Apps environment and to the applications enabled for your account.

Falcon capacity model

Contains Projects, Activities, Employees, Competences, Organizations, schedules and allocations. We’ll build those later in the tutorial.

Keeping those two concepts separate makes the rest of the tutorial much easier to understand.

Your Pace Apps account is ready

Return to the Pace Apps login screen and continue with Step 01 – Log in to Pace Apps.

02
Falcon from Zero

Open Falcon

You’re signed in. Pace Apps now shows the applications available to your account. Let’s open Falcon and start building our first capacity model.

Do

Find Falcon

After logging in, you’ll arrive at the Pace Apps home screen.

1
Find the Falcon application

Look for the Falcon tile in the Applications section.

2
Select Open App

Falcon will open in the same Pace Apps environment.

Your screen may look slightly different. The applications shown here depend on your Pace Apps account. You may have access to Falcon only, or to other Pace Apps as well.
See
Pace Apps home screen showing Falcon and other available applications

Pace Apps shows the applications available to this account. In this example, Falcon appears alongside other Pace Apps.

Understand

Pace Apps is the doorway. Falcon is where we’ll do the work.

Your Pace Apps account determines which applications you can access. The exact set of application tiles can therefore differ from one user to another.

For this tutorial, we only need Falcon. Once you select Open App, we’ll leave the application launcher behind and start working with capacity data.

03
Falcon from Zero

Welcome to an empty Falcon

No projects. No employees. No activities. No capacity. That’s not a problem – that’s exactly where we want to start.

Do

Don’t add anything yet

For a moment, just look at the screen. This is Falcon before it knows anything about our organization.

1
Stay on the Data tab

This is where we’ll create the information for our first model.

2
Look at the Statistics panel

Notice that Falcon currently has no Employees, Activities or available capacity.

3
Find the Activity section

That’s where we’re going to start in the next step.

Our starting point
0 Employees
0 Activities
0 Available FTE
0 Requested FTE
See
Falcon Data screen with an empty capacity model

A completely empty Falcon environment. The dashboard, statistics and data tables will start changing as we build our model.

We need to design a brewing mechanism

Imagine a small engineering project: we’re developing a prototype for a new professional coffee machine. One of the first pieces of work is to design its brewing mechanism.

Project: Coffee Machine Prototype Activity: Design Brewing Mechanism Competence: Mechanical Engineering
Understand

Falcon doesn’t invent the capacity model for you

Falcon works with the information you provide about work, people, competences, organizations and time.

We’ll build that information step by step. As the model grows, Falcon can start comparing capacity demand with available supply.

04
Falcon from Zero

Create your first Activity

We know there is work to be done: Design Brewing Mechanism. We’ll start with that one Activity and let Falcon guide us toward the information it needs.

Our challenge

The Coffee Machine Prototype needs engineering work

One of the first pieces of work in our project is to design the brewing mechanism. We know the work exists, but Falcon doesn’t yet know what expertise it requires or which project is requesting it.

Design Brewing Mechanism ? ?
04.1

Start with the work

Open the Activity dialog and give our first piece of work a name.

Do

Add a new Activity

On the Data tab, make sure Activity is selected and click the + button.

1
Open Add Activity
2
Enter the Activity name

For now, don’t worry about completing the entire form.

Name Design Brewing Mechanism
Code DBM
Description Design the brewing mechanism for the Coffee Machine Prototype.
See
Falcon Add Activity dialog

The Activity dialog asks for more than just a name. In particular, Competence and Project are mandatory.

Understand

An Activity is work that creates capacity demand

We know what needs to be done, but Falcon needs more context before it can use the Activity for capacity planning.

It needs to know which Competence the work requires and which Project is requesting the work.

04.2

Add the Competence you need

Mechanical Engineering doesn’t exist yet, so create it directly from the Activity dialog.

Do

Create Mechanical Engineering

Open the Competence dropdown.

1
Select + Add New

Falcon opens a small Add Competence dialog without leaving the Activity you’re creating.

2
Enter the Competence
Name Mechanical Engineering
Description Engineering competence for the design and development of mechanical systems.
3
Select Add and then Close to close the Competence modal.

Mechanical Engineering can now be used by the Activity.

See
Competence dropdown in the Activity dialog with Add New option

The Competence dropdown lets you create missing information exactly where you need it.

Falcon Add Competence dialog

Add Mechanical Engineering and return to the Activity you were already creating.

Understand

Competence connects work to people

A Competence describes the expertise required to perform an Activity.

Later, we’ll assign Mechanical Engineering to an Employee as well. That shared Competence is one of the key pieces of information Falcon can use when connecting capacity demand with available supply.

04.3 Build your first Activity

Tell Falcon which Project needs the work

We know what work we want to perform and which competence it requires. Now we tell Falcon where that demand comes from by connecting the Activity to a Project.

Do

Create your first Project

Open the Project* dropdown in the Activity and choose + Add New.

Falcon Activity Project dropdown showing the Add New option
  1. Click the Project* dropdown.
  2. Select + Add New.
  3. Enter Coffee Machine Prototype as the Name.
  4. Make sure Kind* is set to Demand.
  5. Select project for Type
  6. Click Add and then Close to close the Project modal.
See

Falcon opens the Organization form

You may notice something unexpected: Falcon does not open a form called Add Project. It opens Add Organization.

Falcon Add Organization modal with Kind set to Demand

Projects are represented in Falcon as Organizations of the kind Demand.

Once you click Add, Falcon creates the new Demand organization and makes it available as a Project for your Activity.

Understand

Projects create demand

This is your first glimpse of the logic behind Falcon. Falcon looks at capacity from two sides: Demand and Supply.

Demand

Projects contain Activities. Those Activities require competences and capacity.

Supply

Employees and their organizations provide competences and available capacity.

Later, Falcon will bring these two sides together during Matching.

Important: when you create a Project from an Activity, keep Kind = Demand. We will use Supply later when we build the employee side of our dataset.

Project created

Our Activity can now be connected to Coffee Machine Prototype. We have defined what work is needed, which competence it requires, and which Project is asking for it.

04.4 Build your first Activity

Put the Activity in time

Falcon now knows what work needs to be done, which Competence it requires, and which Project is asking for it. The next question is fundamental to capacity planning: when is that capacity needed, and how much?

Do

Set the Activity period

Use the Start Date* and End Date* fields to define when Design Brewing Mechanism will take place.

  1. Open Start Date* and select Week 36, 2026.
  2. Open End Date* and select Week 41, 2026.
  3. Set FTE* to 1.
  4. Keep H/W* at 40.
Start
Week 36, 2026
End
Week 41, 2026
FTE
1.0
Hours/week
40
Falcon Activity date selector showing selection of an Activity week

Select the required weeks using the Activity date fields.

See

The timeline comes alive

As soon as both dates are available, Falcon turns the Activity into a time-phased capacity demand.

Falcon Activity timeline showing capacity demand from Week 36 through Week 41

Each grey block represents one week of required capacity.

Instead of a single abstract value saying “this Activity needs 1 FTE”, Falcon can now see that the demand exists throughout a specific period.

1 FTE × Week 36 → Week 41
Capacity demand distributed over time
Understand

Capacity only makes sense in time

Knowing that an Activity requires Mechanical Engineering is not enough. Falcon also needs to know when that competence is required.

Think of the Activity as a demand profile

During every week of the Activity, Falcon now knows how much capacity the Project is requesting.

Falcon Insight – Activities use complete weeks

Falcon always starts an Activity week on a Monday and ends the final Activity week on a Sunday.

In our example, selecting Week 36, 2026 as the Start Date means that the Activity starts on Monday, 31 August 2026.

Selecting Week 41, 2026 as the End Date means that it ends on Sunday, 11 October 2026.

Our Activity now has a capacity profile

Falcon knows that Design Brewing Mechanism requires 1 FTE of Mechanical Engineering from 31 August through 11 October 2026.

04.5 Build your first Activity

Break the Activity into Tasks

Our Activity now has a clear time window. Next, we divide that period into meaningful pieces of work – without leaving the Activity.

Do

Select time directly on the timeline

Open the Tasks section. You can enter Task dates manually, but Falcon offers a much faster way.

  1. Move the pointer over the grey Activity blocks in the timeline.
  2. Press and hold the left mouse button.
  3. Drag across the weeks you want to use for the Task.
  4. Release the mouse button.
  5. Falcon automatically fills the Start task and End task fields.
Selecting Task weeks directly on the Falcon Activity timeline

Drag over the grey Activity blocks to select the period for a Task.

See

The selected period becomes a Task

After selecting the period, enter the Task name and click the + button.

Repeat that process until the Activity is divided into three Tasks.

Concept Design Initial concept development
Week 36–37
Detailed Design Develop the selected concept
Week 38–40
Design Review Review before the next stage
Week 41
Falcon Activity with Concept Design, Detailed Design and Design Review Tasks

Falcon shows the Tasks as distinct colored periods within the Activity.

Understand

Tasks describe the work inside an Activity

The Activity remains our capacity-planning object: Design Brewing Mechanism requires Mechanical Engineering during a defined period.

Activity

Defines the capacity demand for a Competence over time.

Tasks

Describe meaningful pieces of work within that Activity period.

Falcon Insight – Tasks live inside the Activity period

The Activity Start Date and End Date must be defined before Tasks can be planned. The Task periods are selected from within that Activity time window.

This gives us more detail without losing the capacity context: the Activity still represents one demand for Mechanical Engineering, while the Tasks explain how that work is structured.

Our first Activity is now fully structured

Design Brewing Mechanism belongs to the Coffee Machine Prototype, requires Mechanical Engineering, runs from Week 36 through Week 41, and contains the Tasks Concept Design, Detailed Design and Design Review.

04.6 Build your first Activity

Review and save your first Activity

We’ve built our Activity piece by piece. Before saving it, take one final look at the complete picture and check that Falcon has all the information we intended to provide.

Do

Check the Activity and select Add

Review the completed Activity before saving it.

Name Design Brewing Mechanism
Competence Mechanical Engineering
Project Coffee Machine Prototype
Period Week 36 through Week 41, 2026
Capacity 1 FTE · 40 H/W
Tasks Concept Design · Detailed Design · Design Review
  1. If everything looks correct, select Add and then Close at the bottom of the Activity modal.
See

One complete Activity

The full Activity now brings together everything we created in the previous steps.

Completed Falcon Activity for Design Brewing Mechanism including project, competence, dates, FTE and Tasks

The completed Design Brewing Mechanism Activity before saving.

Notice how the colored timeline reflects the three Tasks: two weeks of Concept Design, three weeks of Detailed Design, and one week of Design Review.

Understand

We have created our first real Demand

This Activity is no longer just a name in a project plan. Falcon now knows enough about it to use it for capacity planning.

WHY
Coffee Machine Prototype
WHAT
Design Brewing Mechanism
EXPERTISE
Mechanical Engineering
WHEN
31 Aug → 11 Oct 2026
HOW MUCH
1 FTE
WORK STRUCTURE
Concept Design → Detailed Design → Design Review
This is capacity demand

Falcon now knows that the Coffee Machine Prototype needs 1 FTE of Mechanical Engineering during a specific period.

But we still have no Supply

Falcon knows the work exists, but it does not yet know anyone who can perform it. Our next job is to create an Employee.

Our first piece of Demand is ready

Design Brewing Mechanism is now a complete time-phased capacity demand for Mechanical Engineering. We can now start building the Supply side of our model.

05.1 Build the Supply side

Meet Alex

Our first Activity tells Falcon what work needs to be done. Now we need someone who can actually do that work. Let’s add our first Employee: Alex Morgan.

Until now we have been describing Demand: the work our project requires. From here on, we start describing Supply: the people and capacity available to perform it.

Do

Add your first Employee

Return to the Data tab and select Employee. Then select the + button to create a new employee.

  1. Enter Alex Morgan in Name.
  2. Enter AM001 in Code.
  3. Leave Rate at 0 for this tutorial.
  4. Set Kind to Internal.
  5. Set Contract Type to Full Time.
Don’t select Add yet

Alex is not complete. Falcon still needs to know his Function, Competence, Organization, contract period and normal working schedule. We’ll add those one by one.

See

The Employee modal

Falcon opens one Employee record in which we can describe both who Alex is and when Alex is available.

Falcon Add Employee modal

The Employee modal combines employee details, organizational information, competences and availability.

Name
Alex Morgan
Code
AM001
Kind
Internal
Contract
Full Time
Understand

Employees represent Supply

An Employee is more than a name in Falcon. Employees are one of the sources of capacity that Falcon can match against the work required by Activities.

Demand asks:

What work needs to be done, when does it need to be done, which Competence does it require, and how much capacity is needed?

Supply asks:

Who is available, when are they available, how much can they work, and which Competences can they provide?

Matching becomes possible when those two sides have something in common.

In our example, that common element will soon be Mechanical Engineering.

Alex has entered our model

We have identified our first supply-side resource. But Falcon does not yet know what Alex does. That’s our next step.

05.2 Build the Supply side

Give Alex a Function

We know who Alex is. Now let’s tell Falcon what his role is within the organization by giving him a Function.

Do

Create Alex’s Function

Stay in the Employee modal and open the Function dropdown.

  1. Open the Function dropdown.
  2. Select + Add New.
  3. Enter Mechanical Engineer as the Function name.
  4. Complete the Function modal and select Add and then Close to close the Function modal.
  5. Make sure Mechanical Engineer is selected for Alex.
Falcon Employee Function dropdown showing Add New

Use + Add New when the Function you need does not yet exist.

See

Falcon creates a reusable Function

The Function is not just free text stored against Alex. By using + Add New, you create a Function that becomes part of the Falcon dataset.

Falcon Add Function modal for Mechanical Engineer

Create Mechanical Engineer once and it can subsequently be selected for employees in the dataset.

Alex Morgan → Mechanical Engineer

Falcon now knows Alex’s organizational role.

Understand

Function is not the same as Competence

This distinction matters in Falcon. A person’s Function and their Competences describe two different things.

Function = organizational role Alex’s Function is Mechanical Engineer. It describes the role Alex has in the organization.
Competence = capability A Competence describes expertise that a person can provide and that an Activity can require.
Why keep them separate?

People with the same Function do not necessarily have exactly the same Competences. And the same Competence may be available from people with different Functions.

Falcon therefore does not have to assume what Alex can do simply because his Function is Mechanical Engineer.

We tell Falcon explicitly – and that’s exactly what we’ll do next.

Alex now has a Function

Falcon knows that Alex Morgan works as a Mechanical Engineer. It does not yet know which Competences Alex can provide.

05.3 Build the Supply side

Give Alex the right Competence

Alex now has a Function, but Falcon still doesn’t know what expertise he can actually provide. This time we don’t need to create anything new: the Competence we need already exists.

Do

Select Mechanical Engineering

Stay in the Employee modal and open the Competence(s) field.

  1. Open Competence(s).
  2. Find Mechanical Engineering.
  3. Select it for Alex.
Notice what is different this time

We do not use + Add New. Mechanical Engineering already exists because we created it earlier for our Activity.

See

A familiar Competence appears

Falcon uses the same Competence catalogue on both sides of the capacity model.

Falcon Employee modal with Mechanical Engineering selected as a Competence

Select the existing Mechanical Engineering Competence for Alex.

Demand
Design Brewing Mechanism
Requires Mechanical Engineering
↕ Mechanical Engineering ↕
Supply
Alex Morgan
Provides Mechanical Engineering
Understand

This is our first bridge between Demand and Supply

Earlier, we assigned Mechanical Engineering to the Activity because that is the expertise the work requires.

Now we assign that same Competence to Alex because it is expertise that he can provide.

One Competence – two sides

Activities use Competences to describe required expertise. Employees use Competences to describe available expertise.

That creates a possible match

Falcon can now see that Alex has the type of expertise required by Design Brewing Mechanism.

But we’re not ready to match yet

Having the right Competence is necessary, but not sufficient. Falcon still needs to know where Alex’s capacity belongs, when he is under contract, and when he is normally available.

Demand and Supply now share a Competence

Design Brewing Mechanism requires Mechanical Engineering, and Alex Morgan can provide it. We have created the first real connection between the two sides of our capacity model.

05.4 Build the Supply side

Put Alex in a Supply Organization

Falcon now knows Alex’s Function and Competence. Next, we tell Falcon which part of the organization provides his capacity.

Do

Create the Engineering Department

Stay in the Employee modal and open Organization(s).

  1. Open the Organization(s) field.
  2. Select + Add New.
  3. Enter Engineering Department as the Name.
  4. Enter ENG as the Code.
  5. Set Kind* to Supply.
  6. Select Add and then Close to close the Organization modal.
Important: choose Supply

When an Organization is created from an Employee, we are describing where capacity comes from. For this tutorial, make sure Kind = Supply.

See

The same Organization form appears again

This should look familiar. Earlier, when we created the Coffee Machine Prototype, Falcon also opened the Add Organization modal.

Falcon Add Organization modal

The same Organization structure is used to represent both Demand and Supply. The Kind determines which side it belongs to.

This time the new Organization is not a Project. It is the organizational unit that provides Alex’s capacity.

Understand

Demand and Supply use the same structure

Falcon uses Organizations to structure both sides of the capacity model.

Earlier
Coffee Machine Prototype
Kind = Demand
Now
Engineering Department
Kind = Supply
Demand Organization

Structures work that requests capacity.

Supply Organization

Structures people and capacity that can be made available to perform work.

Why this matters later

In larger datasets, Falcon can use these organizational structures to distinguish where demand originates and where the available capacity is located.

Alex now belongs to the Supply side

Alex Morgan belongs to the Engineering Department, an Organization of Kind = Supply. Falcon now knows where Alex’s capacity sits within our model.

05.5 Build the Supply side

Define Alex’s contract period

Alex has the right role, the right Competence and a place in the Supply organization. Now Falcon needs to know one more fundamental thing: during which period is Alex actually part of our available workforce?

Do

Enter the contract dates

Stay in the Employee modal and complete Alex’s contract period.

  1. Enter 5 January 2026 in Start Contract Date.
  2. Enter 31 December 2026 in End Contract Date.
Start contract
5 January 2026
End contract
31 December 2026
These fields are required

Falcon needs both contract dates before it can determine whether Alex can provide capacity during a particular period.

See

The contract creates an availability boundary

Falcon can now distinguish between periods in which Alex belongs to the workforce and periods in which he does not.

Falcon Add Employee modal showing contract start and end dates

Start Contract Date and End Contract Date define the outer period in which Alex can contribute capacity.

5 Jan 2026 31 Dec 2026
The blue marker represents our Activity period. It falls completely inside Alex’s contract period.
Understand

The contract is the outer limit of Supply

Having the right Competence does not automatically mean that Alex is available for every Activity in the dataset.

Competence answers:

Can Alex provide the type of expertise this Activity requires?

Contract period answers:

Is Alex actually employed during the period in which that expertise is needed?

Our Design Brewing Mechanism Activity runs from 31 August through 11 October 2026.

Alex’s contract runs from 5 January through 31 December 2026. The complete Activity therefore falls inside his contract period.

Still not the same as availability

The contract tells Falcon when Alex may be part of Supply. It does not yet tell Falcon how many hours Alex normally works each week. That’s what the Weekly Schedule is for.

Alex is under contract during our Activity

Falcon now knows that Alex Morgan is part of the available workforce throughout the entire Design Brewing Mechanism period.

05.6 Build the Supply side

Define Alex’s normal working week

Alex is under contract throughout our Activity period. Now we tell Falcon how much capacity Alex normally provides during a working week.

Do

Select a Weekly Schedule

Stay in the Employee modal and open Weekly Schedule.

If a standard schedule called Regular already exists, select it. If not, choose + Add New and create it.

  1. Open Weekly Schedule.
  2. Select Regular, or use + Add New to create it.
  3. Enter 8 hours for Monday through Friday.
  4. Enter 0 hours for Saturday and Sunday.
  5. Check that Falcon shows 40 Total Hours, 5 Days and Base FTE = 1.
  6. Select Add to save the Weekly Schedule.
See

A working week becomes capacity

The Weekly Schedule describes Alex’s normal pattern of working hours across the seven days of the week.

Falcon Add Weekly Schedule modal showing a regular 40-hour working week

A Regular schedule with eight hours from Monday through Friday represents a standard full-time working week.

Mon 8h
Tue 8h
Wed 8h
Thu 8h
Fri 8h
Sat 0h
Sun 0h
40 Hours
5 Days
1.0 Base FTE
Understand

Availability has more than one layer

The contract period and Weekly Schedule answer two different questions.

1
Contract period Is Alex part of our workforce at this point in time?
2
Weekly Schedule How much does Alex normally work during a week?
3
Modifications Are there temporary periods in which Alex works differently from that normal schedule?
The Weekly Schedule is the default

Falcon applies this normal working pattern throughout Alex’s contract period unless a Modification tells it otherwise.

We will leave Modifications empty for now

For our first match, Alex will simply work his normal 40-hour week. Later we’ll add a vacation and see how a temporary change in availability affects an existing assignment.

Falcon now knows Alex’s normal capacity

Alex Morgan works according to the Regular Weekly Schedule: 40 hours over five working days, corresponding to a Base FTE of 1.

05.7 Build the Supply side

Save Alex and review our Supply

We have finished describing Alex. Before moving on to Matching, let’s save the Employee and take a moment to see exactly what Falcon now knows about our first source of capacity.

Do

Save Alex

Review the Employee modal one last time.

  1. Check that Alex has the Function Mechanical Engineer.
  2. Check that Mechanical Engineering is selected under Competence(s).
  3. Check that Engineering Department is selected under Organization(s).
  4. Check the contract dates: 5 January through 31 December 2026.
  5. Check that the Regular Weekly Schedule is selected.
  6. Leave Modifications empty for now.
  7. Select Add to save Alex.
Why no Modifications yet?

We first want to see Falcon match Alex under completely normal conditions. Later we’ll add a vacation and observe what changes.

See

Alex is now part of the dataset

After saving, return to the Data screen and select Employee.

Falcon Data screen showing Alex Morgan as an Employee

Falcon now has one Employee on the Supply side of our model.

Employee
Alex Morgan
Function
Mechanical Engineer
Competence
Mechanical Engineering
Organization
Engineering Department
Contract
5 Jan 2026 → 31 Dec 2026
Normal capacity
Regular · 40 hours · 1 FTE
Understand

We have built a complete first Supply profile

Falcon no longer knows Alex as just a person. It now knows the information required to reason about his potential capacity.

Role Alex is a Mechanical Engineer.
Capability Alex can provide Mechanical Engineering.
Supply location His capacity belongs to the Engineering Department.
Contract period Alex is employed during our Activity period.
Normal availability Alex normally provides 1 FTE.
But nothing is assigned yet

Falcon knows that Alex could potentially provide the required capacity. We have not yet told Falcon to allocate him to Design Brewing Mechanism.

Potential is not the same as allocation

Having the right Employee in the dataset does not automatically connect that Employee to an Activity. That happens during Matching.

Demand and Supply are both ready

We now have one Activity requiring Mechanical Engineering and one Employee who can provide Mechanical Engineering. Both exist in the same period. We are ready to bring them together.

06 Bring Demand and Supply together

Time to Match

We have built both sides of our first capacity model. The Project needs Mechanical Engineering, and Alex can provide Mechanical Engineering. Now we can ask Falcon the question that brought all of this together:

Our first capacity question Can Alex actually cover the Design Brewing Mechanism Activity?
Do

Run your first Match

Open the Matching tab.

Before doing anything else, look at the current situation. Our Activity exists, but nothing has been assigned yet.

  1. Open the Matching tab.
  2. Make sure the selected timeframe includes Week 36 through Week 41, 2026.
  3. Check that Design Brewing Mechanism is visible in the subset.
  4. Select the Match Subset button.
Falcon Match Subset button

Match Subset starts the matching workflow for the current selection.

Falcon first asks you to confirm what will be included.

Falcon Match Subset Confirmation dialog
  1. Check the Activities, Employees and Timeframe.
  2. Select Start Match.
See

Watch 0% become 100%

Before Matching, Falcon shows our Activity as completely uncovered.

Falcon Matching screen before matching with zero percent coverage

Before Matching: the Activity exists, but no Employee is assigned.

0% Before Matching
100% After Matching

After Falcon completes the Match, the result changes dramatically.

Falcon Matching result showing one hundred percent coverage and Alex Morgan assigned

After Matching: the Activity is fully covered and Alex Morgan appears under Assigned.

Understand

Falcon has connected compatible capacity

Falcon did not simply find an Employee with a familiar job title. It compared information from both sides of the model.

Competence The Activity requires Mechanical Engineering and Alex provides Mechanical Engineering.
Contract period Alex is under contract throughout the Activity period.
Weekly Schedule Alex normally provides 1 FTE of capacity.
Time That capacity is available when the Activity requires it.
Amount The Activity needs 1 FTE and Alex can provide 1 FTE.
Available capacity is not the same as allocated capacity

Before Matching, Alex existed in Supply but was not assigned to the Activity. Matching creates the allocation between the compatible Demand and Supply.

Falcon supports the decision – it does not replace it

Matching helps identify and allocate compatible capacity. In real portfolios, planners may still need to evaluate priorities, alternatives, timing and business consequences.

Our first Match is complete – 100%

Alex Morgan is assigned to Design Brewing Mechanism and covers the full requirement of 1 FTE of Mechanical Engineering from Week 36 through Week 41.

07 Change the plan

Everything fits. Now let’s break it.

Our first Match gave us perfect coverage: Alex can provide exactly the capacity our Activity requires. But real capacity plans rarely stay perfect. People take holidays, change their working hours, move between teams or leave the organization.

Alex tells us he will be on vacation for one week in September.
Do

Add a temporary Modification

Return to the Data tab, open Employee and edit Alex Morgan.

Open the Modifications section.

  1. Set Start Date to 21 September 2026.
  2. Set End Date to 27 September 2026.
  3. Select Vacation as the Modified Schedule.
  4. Add the Modification.
  5. Save Alex.
Start
21 September 2026
End
27 September 2026
Schedule
Vacation
Falcon Employee Modification showing a vacation period

A Modification temporarily overrides Alex’s normal Weekly Schedule for a specific date range.

See

Falcon immediately spots the consequence

When you save the vacation, Falcon does not silently accept the change. It detects that Alex already has an assignment during the affected period.

Falcon Affected Assignments warning after changing employee availability

Falcon identifies the assignment that no longer fits Alex’s availability.

Affected Assignments

The assignment for Design Brewing Mechanism in the week starting 21 September 2026 will be removed.

Select Confirm and Save.

Return to Matching. The result is no longer perfect.

Falcon Matching screen showing 83 percent coverage after Alex's vacation

After the vacation is confirmed, the Match Percentage drops from 100% to 83%.

100% Before vacation
83.3% After vacation
Understand

One week changes the capacity picture

The Activity still requires 1 FTE for six weeks. Alex can now cover only five of those weeks.

W36 ✓
W37 ✓
W38 ✓
W39 ✕
W40 ✓
W41 ✓
5 covered weeks ÷ 6 required weeks = 83.3%

Falcon is showing us a time-specific capacity shortage, not a general shortage of Mechanical Engineering expertise.

1
Reality changes Alex schedules a vacation.
2
Supply changes Alex is no longer available during that period.
3
Falcon checks existing assignments The affected allocation is identified before saving.
4
Coverage changes The Activity drops from 100% to 83.3% matched.
This is why a capacity plan is not static

A useful plan must respond when availability changes. Falcon helps keep the relationship between Employee availability and existing assignments consistent.

!

We have our first real capacity problem

Design Brewing Mechanism is now only 83.3% covered. The work still needs to be done, but Alex cannot provide capacity during one of the required weeks.

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