Project Management – Resource Manager

Purpose

The Resource Manager provides visibility and control over how project resources are allocated over time.
It allows project managers to plan, monitor, and adjust workloads, ensuring that the right people are assigned at the right time and that capacity constraints are identified early.

This feature bridges project planning and capacity management, supporting realistic delivery commitments.

Where to Access Resource Manager

Access Path:

Project Management → Projects → Open a Project → Resource Manager

The Resource Manager tab is available when enabled in the selected Project Process.

What Is the Resource Manager?

The Resource Manager is a time-based allocation view that displays:

Who is assigned to the project
How much effort is planned
When resources are allocated
Where gaps or overloads exist

It aggregates information coming from work item assignments and presents it in a structured, calendar-based format.

Resource Manager Overview

The Resource Manager typically displays:

Resources (Users or Roles) on rows
Time periods on columns (daily, weekly, monthly)
Allocated effort per resource and period

This allows users to quickly assess workload distribution.

Time Granularity

Depending on configuration, the Resource Manager can be viewed by:

Day
Week
Month

Changing the granularity helps adapt the view to:

Short-term execution planning
Medium-term sprint or phase planning
Long-term capacity forecasting

Resource Allocation Logic

Allocations are derived from:

Work item assignments
Planned effort
Start and end dates
Work calendar and timezone

The Resource Manager does not create work items; it visualizes and adjusts how effort is distributed.

Managing Allocations

From the Resource Manager, users can:

Identify over-allocated resources
Detect unassigned or underutilized capacity
Adjust allocation levels (if permissions allow)
Balance workloads across time periods

Changes are reflected across project planning and reporting views.

Capacity & Conflict Visibility

The Resource Manager helps identify:

Resource conflicts
Peaks of excessive workload
Idle capacity
Misalignment between planning and delivery timelines

This enables proactive corrective actions before issues affect delivery.

Relationship with Work Items

All resource allocations originate from Work Items.

Updating work item dates or effort impacts allocations
Changing allocations impacts project timelines and KPIs
Resource Manager acts as a coordination layer, not a replacement for work item planning

Best Practices

Review resource allocation regularly during execution
Use appropriate time granularity for planning level
Address over-allocation early to avoid delivery risk
Ensure work items have accurate effort estimates
Coordinate changes with project stakeholders

Project Management – Projects (Overview)
Project Management – Work Items
Project Management – Commercials
Project Management – Track Project Progress & KPIs

Project Management – Resource Manager