Staffing & resourcing

Staffing turns the planned hours from your Project Budget into a living resourcing plan — so you can see whether people are on track, over budget, or stretched too thin.

Staffing starts in the Project Budget

When you assign planned hours to roles in the Project Budget and click Done, those hours automatically flow into Staffing. That’s why we recommend building your plan in the budget first.

Everyone can view Staffing. Editing requires the Edit staffing (Manage Staffing) permission — usually just principals and project managers.

There are two views, both under Staff in the main menu.

Projects view

Staff → Staffing → Projects shows every active and proposed project so you can spot which ones need attention to land on budget.

• Defaults to active projects; use the Categories, Statuses, and Search to focus.
• Click a project name to open its weekly schedule and budget by phase.
• Click a phase to expand its team. A gauge shows staffed hours vs. the hours planned in the budget — hover to see the breakdown per person.
• Click Edit on a team member to adjust their allocated hours for that phase.

Use this view to answer: “Is this project staffed the way we planned?”

People view

Staff → People forecasts each person’s capacity over the upcoming week, month, 3 months, or year.

• Filter by Teams, People, or Project.
• Click a person’s name to see every project, phase, and role they’re assigned to — plus overhead, company holidays, and approved time off.
• Click any cell to add or edit hours, or assign someone to a new project, phase, or overhead category directly.

Use this view to answer: “Does anyone have too much (or too little) on their plate?”

Staffing and timesheets are connected

Hours you allocate here pre-populate each team member’s timesheet for those projects and phases, so they’re not starting from a blank grid.

Good to know

• Proposed projects appear so you can see their potential impact; paused projects are excluded, since it’s unclear when their hours will be used.
• To allocate hours to a phase, the phase must be active and current — phases that have ended or haven’t started yet won’t appear. Adjust the phase’s dates in the budget if needed.
• Manually edited allocations are marked on the allocation cards, so you can tell what’s been adjusted by hand.

Next steps

Budgets & feesSet the planned hours that drive staffing.

TimesheetsSee how staffed hours flow into time tracking.