Plan resources

The Resources tab displays a calendar view of the resources allocated to a project. The balance values displayed in the calendar are the total number of hours required to complete the assigned tasks, per working day (8h), per user. To see an overview of resources for all projects, see Resource planning.

Basic project resources overview

To plan resources:

  1. On the menu bar, click Project > Projects.

  2. On the Projects page, select a project.

  3. If you selected a multi-stage project, click the Timeline tab and click a stage.

  4. Click the Resources tab.

  5. To see more information about a task (such as the task name, the parent project, the task status, the remaining number of days, the total remaining hours, the task distribution type), hover over a task in the table.

  6. Hover the mouse over a value in the table to see additional information.

    Heading

    Description

    ASSIGNED TASKS

    Individual tasks (in hours)Shared tasks, accepted (in hours)Shared tasks, not yet accepted (in hours)Other projects (in hours)Total (in hours)

    CAPACITY

    Total (in hours)

    WORKLOAD

    ASSIGNED TASKS / CAPACITY (as a percentage)

  7. To view the resource allocation for a user, click the corresponding row to expand it.

  8. To open the details page for a task, click the task name.

Important

When you filter the calendar, all the values are recalculated taking into consideration only the tasks or users that match the selected filters. Search filters are dynamic so that selecting one filter updates the other filters according to the remaining possible values.

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