The Resource Management module helps you plan, assign, and track resources across projects. It is divided into three tabs:

  1. Assignments – Manage task assignments by dragging and dropping tasks to users.

  2. Capacity – Analyze resource utilization and workload across roles and disciplines.

  3. People – View and filter the list of available people with their details.


The Assignments Tab shows all assigned and unassigned project tasks in a timeline view. You can drag and drop unassigned tasks onto users to staff projects.

  • Unassigned by Discipline – groups tasks by required discipline.
  • Unassigned by Role – groups tasks by required role.

Project Filter

Choose which projects to display. The filter icon turns green when active. Hovering shows the selected projects.

People Filters


Filter by Admin Unit, Department, Discipline, Role Level, Role, or Team. Only users meeting these criteria appear.

Interactions

  • Drag and Drop

    • Drag an unassigned task bar and drop it onto a user row in the assigned section.

    • The system automatically assigns the task, splitting hours if needed.

  • Double-Click (Edit Task Assignment)

    • Opens the Salesforce standard record edit page for the selected assignment.

  • Right-Click (Context Menu on Assigned Tasks)
     Options:

    • Edit Assignment – Opens the edit page.

    • Deassign – Removes the user from the task.

    • Delete Assignment – Permanently deletes the assignment.

    • Split – Opens a split popup to divide hours among multiple users.

    • Edit Task- This option allows you to edit the existing task

  • Tooltips on Timeline Cells
     Hovering over today or weekend days shows contextual tooltips ("Today" or "Weekend").

  • Project Filter. Affects both assigned and unassigned tasks.

  • Filters on Admin Unit, Departments, Discipline, Role Levels, Roles and Teams. Filters affect assigned tasks.



Capacity and People Tab

Capacity Tab

The Capacity Tab shows workload utilization for groups of resources, helping you spot over- or under-utilization.

You can view:

  • By Discipline – e.g., "Mechanical Engineer", "Software Developer".

  • By Role – e.g., "Project Manager", "Senior Developer".

Click here to know more about the Capacity Tab.


People Tab

The People tab displays all available resources (users) along with their key details.

You can view the following user information in the People tab:

  • Name

  • Email

  • Role and Discipline, etc.,

You can customize the fields displayed in the People tab by clicking the hamburger icon. Make the necessary changes and click Apply to save your updates. Click here to learn more.