Resource Planning shows you every team member's booked capacity across every project before you schedule the next one. Allocate hours to projects, see workload heat maps, spot over-allocations in real time, and adjust — all from the same tool where the tasks and timesheets live. The answer to 'can we take on this project?' is a data question, not a gut call.
No add-on tiers, no feature gates — this is what the module ships with, included in every plan.
A week-by-week heat map shows each person's booked percentage, colour-coded from under-utilised to over-allocated, across all active projects simultaneously.
Assign a team member a percentage or a fixed number of hours per week to a project; the scheduler reflects that capacity reservation immediately across all views.
Plan resource needs by role before you know which individual will fill the work — useful for scoping proposals and staffing new projects without burning actual people's calendars.
Planned hours sit alongside time-tracked actuals from the Time Tracking module. Drift between plan and actuals is visible in the same row — no spreadsheet comparison needed.
Approved PTO from the HR module is subtracted from available capacity automatically, so the resource plan reflects reality — not an optimistic assumption of five full days per person per week.
Resource costs (drawn from compensation data in HR) flow into the project budget vs actual report in Accounting, giving you a real margin figure per engagement, not just a revenue line.
Float and Resource Guru are dedicated resource schedulers — clean tools that still need a separate home for timesheets, leave, and project financials.
Start free with VCard & Link-in-Bio. Turn on Resource planning and the rest of the catalog from one flat plan — no per-seat fee, ever.