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

Modules

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

Resource Manager has a core product that every organisation gets, and modules that add to it. Modules are chargeable. Owners can see and change them under Administration → Modules.

Included in every organisation

Timesheets and approvals, projects and clients, resourcing, billing and exports, reports, and leave: allowances, holiday requests, the team calendar and approval by line managers. The line manager is part of the core product, because it approves timesheets and time off.

The HR module

The HR module adds:

  • Sickness absence and return-to-work records, with need-to-know access;
  • One-to-ones: templates, schedules, actions and private notes;
  • Policies: publish documents and versions, and see who has read them;
  • Employee details: job title, employee number and employment dates.

Turning a module on or off

  1. Open Administration → Modules.
  2. To turn the HR module on, tick to confirm you understand it is chargeable, then select Turn on the HR module. It is added to your subscription.
  3. To turn it off, select Turn off the HR module and confirm.

Turning it off hides those features for everyone. Nothing is deleted: turn it on again and everything is as it was. Sickness records still follow your retention setting. Every change is recorded with who made it and when, and appears in the audit log.

If you open a page of a module your organisation has not turned on, it says so and suggests asking your owner.