Resources and Capacity
Plan team capacity, skills, allocations, and staffing decisions.
Resources and Capacity
Resource management helps teams plan who works on what and whether capacity is available.
Navigation
Open Resources from the main sidebar, or go to /resourcing?view=heatmap.
Views:
- Capacity heatmap: /resourcing?view=heatmap
- Planner: /resourcing?view=planner
- Workload: /resourcing?view=workload
- Availability: /resourcing?view=availability
- Demand and supply: /resourcing?view=demand-supply
- Plan vs actuals: /resourcing?view=plan-actuals
- Time off: /resourcing?view=time-off
Key Concepts
- Resource: a team member who can be assigned to work.
- Capacity: the amount of work a person can take on.
- Hard allocation: confirmed planned time.
- Soft allocation: pipeline or tentative planned time.
- Placeholder: a named gap to fill later.
- Skill: an ability or expertise associated with a team member.
- Job role: a person's role, such as consultant, developer, designer, or manager.
Resource Fields
For exact required fields, accepted values, relationships, and validation rules, see Resources Field Reference.
| Field | Meaning |
|---|---|
| Team member | User or resource being planned. |
| Role | Job role or delivery function. |
| Skills | Capabilities used for matching work. |
| Capacity | Available working hours for a period. |
| Allocation | Planned assignment to projects or tasks, hard or soft. |
| Utilization | Percentage of capacity used or planned. |
Common Workflows
Review Capacity
- Open Resources.
- Start on the capacity heatmap.
- Review workload, availability, and demand vs supply.
- Look for overloaded or underutilized members.
- Adjust hard or soft allocations when needed.
- Allocations that need review appear in Approvals.
Assign Work Based on Skills
- Identify the skills required.
- Review matching team members.
- Check workload and availability.
- Assign the best-fit person.
Manage Time Off
Use time-off records to avoid assigning work when someone is unavailable.
Skill-Based Assignment
When assigning work, compare:
- Required skills.
- Existing workload.
- Project familiarity.
- Role seniority.
- Availability during the requested dates.