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Resourcing & time management

Make better decisions with the most powerful resource management tool.

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Optimize team capacity

Ensure everyone’s workload is balanced and aligned with their capacities.

Plan for the future

Plan future projects based on real-time team member capacity and utilization.

Get real-time insights

Leverage live data to make project adjustments to benefit your team.

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The best parts of resourcing

Resource management

Set working hours for your resources, add placeholders, and assign by project.

Resourcing reporting

Review allocated resources to better understand progress and adjust based on data.

Time tracking

Track time spent by action. Manually add time or use our automated time tracker.

Timesheets

Fill out and submit timesheets for your billable hours to help your team stay aligned.

Timesheets approval

Managers can approve or request edits to timesheets before they’re finalized.

Placeholder assignments

Add a placeholder, or multiple, into a project or task to plot out future time spent.

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How all of this works together

Whether you want to track time at the smallest level, or zoom out to your entire workspace, we’ve got a solution.

By task: Time tracking

By task: Time tracking

Tracking time spent by actions starts with Time Tracking. Toggle on the Time Tracking app and manually or automatically add time spent to each action card.

By projects: Resourcing

By projects: Resourcing

To plan out capacity and team allocation by project, turn on Resourcing. You’ll be able to add individual team members to projects and plan out their weekly workload.

Workspace wide: Reporting

Workspace wide: Reporting

Understanding the high-level trends of project allocation and team bandwidth are crucial. Use our Time Reporting to drill into areas of improvement or maximize team capacity.

Use cases for every role

Team member

View your tasks, deadlines, and project allocations to better manage your workload.

Project manager

Track allocation across projects and identify where your time is best spent as well as your teammates’.

Admin

Keep projects on track and under budget by monitoring team utilization and compliance.

Executive

Utilize real-time project and resource data to steer priorities and ensure project success.

Customizable Views

Tailor your perspective

  • User-Based Capacity Planning: Optimize workloads by assigning work to teammates based on skill and capacity.

  • Project-Based Time Allocation: Gain visibility into resource distribution by project.
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Placeholders and Allocations

High level planning for ground level success

  • Placeholders: Use placeholders to designate roles and responsibilities before your project is staffed.

  • Project-Level Allocations: Define and control the scope of work based on project specific estimations from the start.
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Resourcing Reporting

Instant clarity on project and team performance…now and into the future

Make better decisions moving forward by using live reports to check how projects are progressing.

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Want to talk through your resourcing and time management? Click below to book time.

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