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.
Key Concepts
- Resource: a team member who can be assigned to work.
- Capacity: the amount of work a person can take on.
- Allocation: planned time assigned to projects or work.
- 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 Copilot action validation, 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. |
| Utilization | Percentage of capacity used or planned. |
Common Workflows
Review Capacity
- Open Resources.
- Review team availability and allocations.
- Look for overloaded or underutilized members.
- Adjust assignments when needed.
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.
AI Copilot Tips
Try asking:
- "Who is best suited for this task?"
- "Who has dnd-kit or React skills?"
- "Who is overloaded this week?"
- "Suggest a resource for this project."