Resource Management

The Resource Management feature offers two powerful applications that support the labor management efforts of both resource managers and project managers.

  • Resource View helps the resource manager understand future staffing needs, make sure that their employees are assigned to projects and fully utilized, determine if resources are scheduled correctly and workloads are balanced, and make hiring and layoff decisions.
  • Project View gives the project manager a complete view of staffing and schedules for their projects at any level of the work breakdown structure. As employees charge time to projects, you can also see actual job-to-date hours related to resource assignments.

Resource Management applications are integrated with project planning capabilities in the Projects hub, but Resource Management can also be used alone, as a staffing tool.

You do not need the Accounting or CRM application to use Resource Management.

Related Topics:

  • Resource View
    Resource View is designed as the center of activity for those who approach planning from a resource management perspective. The normal workflow in Resource View starts with, and focuses on, your resources, either individually or in groups.
  • Project View
    Though Resource View and Project View share the same planning data and many of the same capabilities, they provide different ways of working with data. Project View is designed with the project manager in mind, and with projects and opportunities as the focus.
Parent Topic: Resource Planning