Assignments & Team

Staffing answers two questions: who is on this project? and who has room to take on more? The first is handled inside each project in the Team drawer; the second across every project on the Assignments page.

Assignments

An assignment puts a workforce member (a person) or a piece of equipment onto a project. Each assignment carries a role (Foreman, Electrician), an Allocation % — how much of the resource's time this commitment takes — and optional start and end dates and estimated hours. Hours actually worked fill in from the person's logged time on that project.

The Team drawer

Inside a project, open the Team drawer from the project header. Each member card shows the resource, role and an allocation badge that turns orange above 80% and red above 100%, and the drawer shows the team's total allocation.

From the drawer you can:

Add a member — pick the Resource (person or equipment), set the Role, dates, Allocation % (up to 100 here) and Estimated Hours.
Edit or remove a member. Removing asks first and keeps any time already logged.
Drag a member onto a task on the Board to assign them, or onto the Timeline to create a new week-long task already assigned to them.

The Assignments page

Assignments under Project in the left navigation is the planning board for who works where across all open projects. Switch between three views at the top: Grid, Timeline and Load.

Everything on the page is calculated over the Date range at the top right — Next 4 weeks, Next 8 weeks (the default), Next quarter or Custom range. Presets start on Monday of the current week in your company's time zone, so everyone sees the same window. With Custom range, the page keeps the previous range until you have picked both a start and an end date.

Grid

The Resource Pool lists every active person and machine. Filter it with All, Workforce or Equipment, or search by name. Each card shows the free hours left in the range, or Over by N h when the busiest week is overbooked.
The Project Assignments lanes show Draft, Planning, In Progress and On Hold projects; use the status chips above them to hide any of those groups. Completed and Cancelled projects don't appear.
Each lane has a coverage badge comparing the hours its open tasks still need in the range with the hours assigned to it: Covered, Short N h, or No estimate when no open task has an hour estimate. Hover it for required, allocated and unscheduled hours. A warning triangle next to a person means their tasks on that project need more than 10% more hours than they're allocated there.
Drag a resource onto a project lane to open Assign Resource, pre-filled with the project's dates. One Resource picker covers people and equipment alike.
Allocation % starts at 100 and accepts up to 200 on this page, so deliberate over-allocation is possible.
If an assignment starts before the project or ends after it, a warning offers a one-click fix to snap the date back to the project's.
Edit Assignment changes dates, allocation and role; the resource and project are fixed. To move work to someone else, remove the assignment and create a new one — removing it keeps any logged time.

The Team Utilization chart below covers the same date range and shows resources with work assigned.

Timeline

Resources down the side, dates across the top, and each assignment as a bar. Drag a bar to move it, or drag either end to change its start or end date; click it to edit. A resource whose combined allocation goes over 100% is flagged with the peak and the date it starts.

Load

Load shows every active resource against every week of the range. Each cell is that week's project and manufacturing hours as a share of the hours the resource can actually work — its own working schedule, minus approved leave. The colours follow the legend: Under 50%, 50-80%, 80-100% and Over 100% (red). A red +N h badge next to a name marks the week that resource is most overbooked, and the busiest resources are listed first.

Hover a cell for the breakdown: Capacity, Leave, Projects, Manufacturing and Free hours for that week.

Only approved leave reduces capacity; a request still waiting for approval does not, and a half-day request removes half a day.
Leave on a day the person wasn't scheduled to work anyway — a holiday or a day off — removes nothing.
Machines have no leave; their capacity comes from their own working calendar, and committed production work shows under Manufacturing.
Weekends are not counted as working days.

Load looks at the resource across everything they're assigned to, so the project status chips and the utilization chart are hidden in this view.

Why a lane says Covered but the person is red in Load. A lane compares one project's task hours with the hours assigned to that project. Load adds up everything the person is assigned to, plus manufacturing work, against their working hours minus approved leave — so someone can be fully booked even when each project on its own looks covered.