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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.

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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
  7. 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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