Resources Field Reference

Use this reference for staffing, skills, capacity, allocations, time off, and Copilot assignee recommendations.

Allocation Methods

• percent
• hours_per_week
• full_time

Allocation Types

• hard
• soft

Hard allocations are confirmed. Soft allocations are tentative or pipeline planning.

Allocation Fields

Field	Type	Notes
User	User select	Optional when using a placeholder.
Start date	Date	Required.
End date	Date	Required.
Allocation method	Select	Defaults to percent.
Allocation type	Select	Defaults to hard.
Allocation percent	Number	0 to 100, defaults to 100.
Hours per week	Number	Positive, optional.
Placeholder	Boolean	Use when no user is selected.
Placeholder role	Job role select	Optional.
Notes	Text	Optional, max 500 characters.

Allocation Status Values

Capacity status values:

• ok
• near
• over

Allocation approval status values:

• none
• pending
• approved
• rejected
• returned

Capacity Fields

Member capacity uses:

• User.
• Default weekly hours, up to 168.

Planner and heatmap views use capacity hours, allocated hours, soft allocated hours, time off hours, effective capacity hours, logged hours, allocation percent, utilization percent, and status.

Time Off Fields

Time-off types:

• leave
• holiday
• sick
• other

Time-off fields include user, start date, end date, type, notes, half-day flag, hours override, and approved flag.

Skills

Skill types:

• yes_no
• number
• level
• single_choice
• multi_choice

Skill fields include name, skill type, section, and options.

Member skill values can be boolean, number, string, or string array depending on skill type.

Job role required skills can define required skill values for a job role.

Copilot Notes

• For "best person based on skills", search team member skills and capacity before drafting an assignee.
• Do not assign a person only from name similarity if skill/capacity data is available.
• If no skill match exists, say that skills data is missing or no matching member was found.
• Allocation approval decisions should follow approval request rules and only update pending requests.

Related Docs

• Resources and Capacity
• Users, Roles, and Teams
• Workflow Assign Resources by Skill
• Tasks Field Reference