Resource Planning
Resource planning answers two questions: who is on this project? and who has capacity to take more? The first is handled per-project in the Team drawer; the second across all projects on the Resources page.
Resource assignments
A resource assignment puts a workforce member (a person) or an asset (a piece of equipment) onto a project, and optionally onto a specific task. Each assignment carries:
- A role (e.g. Foreman, Electrician)
- An allocation % — how much of the resource's time this commitment takes (100% by default; over 100% signals over-booking)
- Start / end dates
- An hourly rate and estimated hours
- Actual hours, which fill in automatically from the resource's time entries
The Team drawer
Inside a project, open the Team drawer to manage its people. Each member card shows their avatar, role, and an allocation badge colored by load — green when there's room, orange when heavily booked, red when over-allocated.
From the drawer you can:
- Add a team member — pick the person (or asset), set the role, allocation %, rate, dates, and estimated hours.
- Edit or remove assignments.
- Drag a member onto a task card in the Work tab's board to assign them to that task.
The Resources page
/project/resources is the cross-project planning board — it shows your whole workforce and equipment pool against every project at once, so you can balance load and fill gaps. It has two views.
Grid view
A resource pool on the left lists everyone with their current allocation; project lanes on the right lay each project out on a timeline. Drag a person from the pool onto a project lane to create an assignment, then set the dates, allocation %, role, and rate. Assignment bars show each person's commitment window on each project.
Timeline view
A calendar-style grid with resources down the side and dates across the top. Each cell is color-coded by load — green (available), orange (heavily booked), red (over-allocated) — so over-booking jumps out. Hover a block to see the project and allocation; click to edit; drag a block edge to change its end date.
Utilization & availability
The Resources page also surfaces the analytics that drive good staffing decisions:
- Utilization — for each person, actual hours against capacity, broken down by project, with over-allocation flagged. Use it to see who's stretched.
- Availability — free capacity by date, so you can find who can take on the next job before you commit them.
Because actual hours come from approved time entries, utilization reflects real worked time, not just planned allocation — keeping the picture honest as projects run.