Resource Manager

Resourcing, timesheets and billing in one place.

Plan who works on what, record time in seconds, and know exactly where every project stands against its budget.

  • Book people onto confirmed and tentative work, week by week.
  • Weekly timesheets with drag and drop, and time recorded as you go.
  • Budget burn, call-off drawdown, utilisation and forecasts.
  • Secure by design, and accessible to WCAG 2.2 AA.

Built for consultancies and professional services teams.

Resource Manager
Help centre

Administration

Departments and groups

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

Departments and groups organise your people the way your business works, for example Consulting, Managed services or Leadership team. A person can be in several. You need the Manage departments and groups permission. Open Administration → Departments.

Creating a department

  1. Select New department.
  2. Give it a Name, and optionally a Description.
  3. Choose a Lead if someone looks after it.
  4. Tick its Members.
  5. Select Save.

You can also add someone to departments from their page under People.

What departments are used for

  • Finding people: filter the People page by department.
  • Leads: a department's lead can work on the timesheets of its members (with the Edit others' timesheets permission). As the people and HR features arrive, leads also see their department's leave on the team calendar.

Deleting a department does not remove anyone from the organisation. Every change is recorded in the audit log.