Help centre

What Resource Manager does, and the first things to set up.

Sign up your company, confirm your email address and get started.

Fill in your weekly timesheet, mark out-of-hours work, see what is left on the budget, and submit the week.

How to sign in, what to do if it does not work, and signing out.

Working for more than one organisation with one sign-in.

Choose a light or dark theme, or follow your device.

Set up projects for your clients with budgets, tasks, a project manager and a team.

Add the organisations you work for, their references, default cost centre and contacts.

Set charge, cost and pay rates by the day or the hour, for grades, people, clients and projects.

How approved time is valued, rounded and written off, and where to see it.

Download time or the billing ledger as CSV or Excel with the columns and formats you choose.

Book people onto projects on a calendar, drag bookings to move or stretch them, and split them around other work.

Give a client its own currency, VAT, billing increment and rounding — or keep the organisation's.

Give a project or a task its own billing increment, rounding, time recording rules and more.

Set up the cost centres your finance system uses, so work is reported in the right place.

See how much of people's time is recorded and booked, and what future bookings are worth.

See what is left on a call-off in days and money, get warned as it runs low, and link the next statement of work.

Report time and value by client, project, task, person or cost centre, and see budgets burn against plan.

Tidy timesheet comments for clients without changing what was recorded, and produce client project reports.

See your leave balance, and set allowances, carry-over and adjustments for your people.

Request holiday, see it approved, cancel it, and see who is off on the team calendar.

Report sickness, hold return-to-work meetings, and keep health information private.

Schedule regular one-to-ones, agree notes and actions, and sign them off together.

Read and acknowledge policies, and for HR, publish them and see who has read them.

What each role can do, and how to change roles or create your own.

Review submitted weeks, approve them (one or several at once), send them back with a reason, or reopen an approved week.

Correct or fill in a colleague's timesheet, or submit it for them, with every change recorded and the person told.

Invite colleagues, record their job title, dates and line manager, put them in departments, and choose their roles.

Organise people into departments or teams, each with an optional lead.

Set the hours people normally work, and the public holidays your organisation keeps.

Set your currency, VAT, time recording rules, out-of-hours treatment, billing increments and more — and lock what must not change.

See who changed what and when — roles, members, settings, rates and timesheets.

When and how Resource Manager support can open your organisation, and how you see and stop it.

Bring clients, projects, tasks, people, roles, rates and past time across from other systems with CSV files.

What is included, the chargeable HR module, and how to turn it on or off.

Download everything your organisation holds, or close the organisation when you stop using Resource Manager.

Our accessibility standard, how to use Resource Manager with a keyboard or screen reader, and how to report a problem.