Resources

You run dozens of projects with the same people, and you need to know who has room before you promise a date, and whether the plan you made is still what is happening. Resources puts three numbers side by side for every person and every week: the hours they have, the hours planned for them, and the hours they logged. Where plan and reality drift apart, the week turns orange and then red on its own. It also shows what each project costs and holds your customer contracts.

• People shows every person, team by team, with their capacity, their bookings and their tracked time for each week.
• Projects shows each project with the people on it, its dates and its cost, grouped by client and contract.
• Bookings (called load) are the hours per week you plan for a person on a project. You can set, split, end and move them.
• Capacity comes from working weeks, holidays and leave, and the page flags overbooked weeks and people booked while they are away.
• Hours or Days switches every number between hours and days.
• Staffing adds people to a project, ranked by free hours, and leaves the choice to you.
• Project dates can be moved when the customer moves them, with a preview of what shifts.
• Map draws clients, contracts, projects and people as one picture over any week, month, quarter or year.
• Contracts record what a customer buys, with its value, milestones, invoices and margin, and set a project’s cost against what the customer pays.
• Warnings flag booked work that is not happening, and tracked work that was never booked.
• Change log records every change to a project’s people, bookings, dates and cost adjustments.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.