Resource displays a lot of project information for each user, here is a breakdown of the various insights you'll see.

First, this is how Resource will appear by default before you create a schedule for the week:

You'll see that there is a user header for each member of your team. It will show their profile photo and alphabetized by the first letter of their last name.

To the right of their name, you will see a yellow, green, or red dot - this color changes as their allocated hours for the week are adjusted and is based on the expected Hours Per Week that you enter with their salary information. When their allocated hours are within 10% of the expected weekly hours, the color will turn green. When their allotted hours go over the expected weekly hours, the color will turn red.

Below their name, you'll see any overhead categories they've logged time to, the number of phases they're in, and a button to the right to add additional phases.

💡 Suggested Reading: Navigating, Filtering & Viewing Information

Project Time Allocations

After selecting a method and creating a schedule, project cards will appear under the user headers for team members, with suggested allocations for that project.

Allocation Cards

Allocation cards display the Project Number (in the Project Color), Project Name, and Phase Abbreviation. Next to the Phase Abbreviation is an icon indicating whether the user has a role in that particular project/phase. If they are not assigned to that project/phase, it will have a line across. Hovering over the role icon will display a tooltip indicating what role (if any) the user has on that particular phase.

The image below shows that Danielle has been previously allocated 20 hours to work on 2100 Circle Rd in the SD Phase as a Project Manager.

Updating Suggested Allocations

You update an allocation by hovering over the number in the circle and use the popup increment/decrement buttons to adjust the value or typing the number. In the image below, we have increased Austin's hours from 2 to 12.

If you need to allocate an amount of less than an hour (0.5 hours, etc)., you will need to type directly in the number input.

🚨 Updating an allocation will simultaneously update the user's timesheet,

read more here.

Expanded Allocation Cards

The expanded cards display additional information relating to each of the users' roles, and the phase as a whole. Financial information is only available to users with permission.

If you do have permission to see financial information, the expanded card will show you the following details:

  • For the Project:
    - Budgeted, Consumed and Time left as a progress bar and in numeric form
    - Total allocated hours for this week in the circle

  • For the Individuals:
    - Individual allocated hours for this week in the circle. As the users track time in the timesheet, the edge of the circle will change color to reflect.
    - Role by hovering over icon next to phase abbreviation
    - Budgeted, Consumed and Time left as a progress bar and in numeric form

If you do not have permission, you'll see a pared-down version of the expanded cards, showing hours budgeted, consumed, and remaining only.

Default Roles and No Role Assigned

Allocating hours for users with Default Roles within Resource will automatically add them to the project planner and bill at their default rate.

If a user doesn't have a default role, and you allocate hours for them on a project they aren't assigned, they will not be added to the planner automatically and will indicate "No Role Assigned" next to the phase name.

Creating/Adding an Allocation of Time

You create an allocation by clicking on the "Add +" button below a user's name, searching for the project by name or number, and clicking the appropriate phase. The image below shows the 3 steps.

Deleting an Allocation

Delete an allocation by clicking on the subtraction sign in the allocation wheel until the red "x" appears. In this example, Elaine's 12 hour allocation to work on

"1234 Mission St." has been removed.

Zeroing Out an Allocation

To zero out an allocation, hover the hourly value inside the circle to the right and decrease the hours until there are 0 hours remaining. You can also manually type in "0" in the hourly value. In this example, Elaine's 12 hour allocation to work on

"1234 Mission St." has been zeroed out, and it will remain at 0 if Resource is regenerated for the week.


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