Resources panel

The Resources panel offers a user-friendly method to monitor the workload assigned to team members.

By activating the Resource panel, you can effortlessly view each assignee's workload, quantified in hours and color-coded to reflect capacity.

Workload information is filter-specific, focusing solely on tasks visible in the current view. To customize tasks and analyze different situations, utilize Quick Filters or the Search Box.

While workload distribution is typically uniform within a task, you have the flexibility to adjust it within the Resources module. For more in-depth information, please consult Workload contouring.

Open

Workload details dialog

Thanks to the workload details dialog, you can better understand what data is presented in the panel.

Click on a colored tile to open the pop-up:

Open

Workload vs Capacity Thresholds

The same rules apply to the Resources panel in the Gantt module and the Resources module itself.

Capacity = 0

The example below shows that a resource is overloaded, but you can't see why. To find out the workload details, go to the Resources module and check the workload of the assigned tasks. 

In the example below:

• Resource (Christopher) is absent for a whole week (11th to 15th of October)

• For a task that falls only on the days he is absent, capacity has been evenly distributed

• For a task that falls partially on his workdays and partially on the absent days, the workload is distributed only on the days he works (has a capacity).

Effort Modes

The general rule is that effort is evenly distributed over the duration period. You can switch between three effort modes:

Original Estimate

Use this mode during the planning phase as the Original Estimate of time tracking is used and it is assumed that assignees did not start logging work at this point.

In this mode, the Original Estimate of Time tracking is evenly distributed over the duration period. For example:

Remaining Estimate

Use this mode to monitor the project's execution. In this case, the Remaining Estimate of time tracking is used. The remaining effort is evenly distributed starting from the current date.

In this mode, the Remaining duration is evenly distributed over the remaining task duration, starting from the current date, and the Spent time is evenly distributed over the past duration. In the example below, there is no logged work; hence, there is no indication of effort before the current date marker.

Story Points

This mode monitors the project’s execution in Story Points. To use this mode, ensure the story points value has been specified for tasks.

Aggregations

Display the workload as aggregated values in the following intervals:

• Daily

• Weekly (weeks count starting from Monday through Sunday)

• Monthly