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

Organisation settings

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

Settings control how your organisation records, bills and pays for time. You need the Change organisation settings permission. Open Administration → Settings.

Settings are in groups: General, VAT, Time recording, Out-of-hours work, Billing and rounding, Pay, Budgets and call-off and Client reports. On a wide screen, On this page jumps to a group.

Changing a setting

  1. Change as many settings as you like.
  2. Select Save — it stays at the bottom of the screen as you scroll.

If something is not valid, nothing is saved: a list at the top of the page explains each problem and links to the setting. Every change is recorded in the audit log, with the value before and after.

Where settings apply

Some settings can also be changed for a client, a project, a task or a person — the note Can be changed for under a setting says which. The most specific one wins:

organisation → client → project → task → person

For example, the organisation bills in 1-hour increments, but one project is billed in 15-minute increments: time on that project is billed in 15 minutes, and everything else in 1 hour.

Locking a setting

A few settings — how time is recorded, the minimum billable increment, rounding and what is rounded — have a Lock box. Locking one means clients, projects and tasks cannot change it: the organisation's value applies everywhere, even where a project had its own.

In the example above, if the organisation locks its 1-hour increment, that project is billed in 1-hour increments too. Unlock it and the project's 15 minutes applies again — nothing is lost.

Settings worth checking first

Setting Default Why it matters
Currency Pound sterling (GBP) Rates and budgets use it. Clients and projects can differ.
How time is recorded Hours only Choose start and end times if you must record when work happened.
Minimum billable increment 1 hour, rounded up per task per day Two half-hours on the same task on the same day make one hour, not two. Time recorded is never changed — only the amount billed.
How out-of-hours work is identified Declared by the person Or work it out from working hours (needs start and end times).
Out-of-hours charge and pay multipliers 1 Must be one of the multipliers listed under Billing and Pay.
Require two-step sign-in Off When on, everyone must turn on an authenticator app before the organisation opens for them. See Signing in.

Microsoft sign-in

Under Administration → Microsoft sign-in, let people sign in with their Microsoft work account (Entra ID) instead of a password. There is nothing to register in Microsoft.

  1. Enter your email domains and save. People with addresses at those domains sign in to your organisation with Microsoft. A domain can belong to one organisation only.
  2. Select Connect Microsoft directory and sign in with your own Microsoft work account at one of those domains. Microsoft may ask you to accept the app. That tells Resource Manager which Microsoft directory is yours, and from then on only accounts from it can sign in.
  3. Tick Allow sign-in with Microsoft and save.
  4. Optionally, let people from your domains join on their first sign-in, with a role you choose. Otherwise only people you have invited can sign in.

People you invite at your domains can join with Microsoft from the invitation: Microsoft must confirm the invited address, and they join with the roles you chose.

Require Microsoft sign-in. Tick Require Microsoft sign-in for people at these domains so that your staff can only sign in with Microsoft. They can no longer sign in, reset a password or join with a password. The exceptions are members you allow a password:

  • test accounts, for example you+consultant@yourdomain to see what a consultant sees. Microsoft would sign such an address in as you, so it needs a password;
  • a break-glass account: an administrator who can still get in if Microsoft is unavailable. You must have at least one before you can require Microsoft sign-in.

Allow a password under Members: open the person and tick May sign in with a password, or tick it when you invite them. The page lists everyone who can still use a password. People already signed in stay signed in until they sign out.

Microsoft sign-in only signs people in. Resource Manager asks Microsoft for the person's name and email address, nothing else: it cannot read mail, files or your directory.

Your own app registration (advanced). If your IT department requires its own app registration, choose Use your own app registration. Register a single-tenant app in the Microsoft Entra admin centre, add the redirect URI shown as a Web redirect, and create a client secret. Then enter the directory (tenant) ID, the application (client) ID and the secret's value. The secret is stored encrypted and never shown again.

Good to know

  • Defaults keep the behaviour most consultancies expect, so you only change what differs.
  • VAT is applied to values in exports and reports — never to time.