Resource Management
See who has room and who's overloaded — a live picture of your team's capacity, allocations, and demand across the weeks ahead.
- 01Resource Management overview
See who has room and who's overloaded — a live picture of your team's capacity, allocations, and demand across the weeks ahead.
Updated August 13, 2026 · 2 min read - 02Allocations
Book people (or placeholders) onto projects and other work for a number of hours a week — as tentative or committed bookings.
Updated August 13, 2026 · 1 min read - 03Team Builder
Get ranked staffing recommendations for a project's open roles — scored on skills, role fit, availability, and cost — and fill them in one step.
Updated August 13, 2026 · 1 min read - 04Staffing requests
Ask for people on a project without booking them yourself — a request that shows as demand immediately and routes to an approver to fill.
Updated August 13, 2026 · 1 min read - 05Time off
Request time off and route it for approval — approved time off reduces capacity so plans stay honest.
Updated August 13, 2026 · 1 min read - 06Reports
Understand your team's utilization, bench, and forecast — and how planned work compares to what actually happened.
Updated August 13, 2026 · 1 min read - 07Capacity & rates
The settings that power resource planning — work schedules, holidays, skills, work categories, and the work roles and rates behind cost and fees.
Updated August 13, 2026 · 2 min read
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