Resourcing in the Project Workspace

NOTE

The Resourcing tab was upgraded to the new experience for all accounts on October 17. To learn about transitioning from the old page to the new experience, see Moving from Legacy Resourcing to New Resourcing.

Overview

The Resourcing tab—which appears only for financial projects—allows project managers and resource managers to see both the team members assigned to a project and the resource plan in one place, as long as they:

Are on the Provider-side of a project
Have permissions to schedule hours

The new Resourcing tab looks and feels just like the Resource Center—with the focus being only on the project you are managing resources for.

Note: If Project Colors are enabled in General Settings, the color assigned to the project appears to the left of the project name and task name, as well as in the timeline where allocations and scheduled hours appear.

Similar to the Resource Center, the Resourcing tab gives you a comprehensive overview of the project’s resources, timeline, planned and projected budget, and team member information—including roles and hours information.

The filters, calendar controls, and display preferences located in the Resourcing toolbar allow you to control how information displays on the page.

Resourcing Toolbar.png

The page is divided into two sections, with the team member list on the left and the timeline on the right. When initially collapsed, each row provides a quick summary of resource and hours information. However, each row can be expanded to see additional task information. To expand all resource rows, you can use the Expand (“ ”) icon above the list.

Filters

If your project has several tasks and a large number of resources, filters are useful for showing only the tasks or resource information you are interested in and hiding the rest. Using the Filters modal in the Resourcing tab, you can combine various elements (fields and values) to create a filter that fits your needs. For example, you may want to see critical task deadlines, milestones, or other important information—such as tasks that have not yet been started.

Click the Filters button on the Resourcing toolbar to open the Filters modal and select the desired filter(s).

Resourcing Tab Filters Modal.png

The following filtering options appear in the Fields section:

Team Members
Task Start Date
Task Due Date
Task Status
Task Title
Task Type

For more information about how filters work in Resourcing, see Resource Center Filters.

List

On the left side of the Resourcing tab, you’ll see the list of all resources on your project team—comprised of named and unnamed resources—followed by their total Allocated, Scheduled, and Actual hours for the project. This allows you to see how you’re tracking against your plan all the way through the project’s life cycle.

Clicking the drop-down arrow to the left of a team member allows you to view all of their assigned tasks for this project, see Estimated, Scheduled, and Actual hours on each task, and complete other task-level actions.

To learn more about the list or the actions you can complete here, see Resource Center: Resources.

Timeline

On the right side of the Resourcing tab, you’ll see a timeline that shows the workload and availability of resources. Each bar in the task row is a visual representation of how many hours per day each resource is scheduled to work on a given task in a project. The color of each bar corresponds to the project color.

Resourcing Tab Timeline.png

You'll see different information on the timeline depending on which display preference is selected. When you select Compare Scheduled vs. Allocated as the Hours View Preference, the resource row splits to show both the total number of scheduled hours in the selected time period (day, week, or month) and the total allocated hours the resource has for the project.

Resource Row Information.png

Start and end date brackets appear on each task in the task row, as well as in the resource row when allocations are visible to show the earliest start date and latest due date for a resource’s tasks.

When scheduled hours are visible in the resource row, click on a named resource’s total scheduled hours to see the following information:

Total number of scheduled hours across projects
Scheduled hours broken down by project—limited to a view of the projects that you have permission to see

You can review their availability in a day, week, or month view and use the arrows to move forward and backward. This information can help you determine a resource’s current capacity for work based on the number of scheduled hours they have during a specific period of time.

The legend in the upper-right allows you to quickly reference the following information represented in the resource row:

Hard Allocation—Solid bars indicate hard allocations.
Soft Allocation—Striped bars indicate soft allocations.
Over Allocated—A red background indicates the resource is overallocated during a time period.
Scheduled—A thin, blue line indicates there are scheduled hours during a time period. A thin, red line indicates that the resource is overscheduled.
Unavailable—Diagonally-striped gray bars indicate a person is unavailable—meaning that they have all of their capacity scheduled as time off or it is a weekend or holiday. Scheduled time off is also represented by a small, gray triangle in the upper-left corner of a day when there is still some availability.

Note: To view time off for an individual, select a resource to open their Resource side panel, then select View User Profile in the Details section to open the User side panel. Any future time off for the person is located in the Schedule tab within the Upcoming Time Off section.

Getting Started

To start building out your resource schedule, navigate to a project and select the Resourcing tab. From here, you can see all your project resources; you can also see when—and for how many hours—people are planned to work on the project, including those who have been assigned tasks.

Tip: If you’re using the Resourcing tab to estimate when and for how long you’ll need certain resources, you’ll want to start by either building your task plan in the project Task Tracker or by applying a template to a project and creating unnamed resources to indicate resource demand.

Once you have added resources to your project, you can select the resource to open the Resource side panel. From here, you can define and fill resource needs by Role, Skills, and Custom Fields. This information is useful when it comes time to staff those roles, especially when the person approving resource requests or staffing with Team Builder needs more context on project and staffing needs.

From the left side of the Resourcing tab, you can then estimate hours for resources on each of your tasks to indicate your resource needs.

Edit Resource Estimated Hours in Resourcing.png

Tip: You can also enter resource estimated hours from the Resource Estimated Hours column in Task Tracker or the Task Details side panel.

Once ready to staff demand for the project, Resource Requests can be submitted—if enabled—or a resource manager can use the following tools to find resources that fit your needs:

When you’re ready to build out your resource schedule, you can drag and drop in the timeline to create allocations in the resource row or scheduled hours in the task row.

To quickly create hours in bulk for a resource that are based on their tasks’ start and due dates, use the following bulk actions:

Distribute Hours—Accessible from the task row’s More (“ ”) menu, this option creates scheduled hours based on the resource estimated hours. You can modify the number of scheduled hours you want to create, choose how to distribute them, and determine which workweek days you want to schedule them on.
Create Allocations—Accessible from the resource row’s More (“ ”) menu, this option creates project allocations based on the scheduled hours on the resource’s assigned tasks.

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