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

Reports

Time, value and budgets

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

Open Time and value or Budgets under Reports. You need See time and utilisation reports. Money columns also need See financial reports and forecasts and the right to see charge rates. The cost column needs the right to see cost rates.

Both reports can be downloaded as Excel with Download Excel. The file holds what is on the screen, with hours as decimal numbers so they can be added up.

Time and value

Choose the dates, and optionally a Client, Project or Cost centre. Then choose what to Show by: client, project, task, person or cost centre. A task's own cost centre is used when it has one, otherwise its project's.

For each row you see the hours recorded (on any timesheet, whatever its state), split into billable, not billable and free of charge, and how many hours are on approved timesheets.

With the money columns you also see, from approved timesheets:

  • Billed value: what the client is charged, after rounding and less write-offs.
  • Written off: the hours and value written off.
  • Free at rate: what free-of-charge time would have cost the client.
  • Cost: the time at cost rates.

Budgets

Every project with a budget, open ones only unless you tick Include closed projects. Choose As at to see the figures on any date, for example a month end.

Time and money count from the project's start date (for a call-off with statements of work, from the first one's start) up to the As at date, so earlier time doesn't use the budget.

  • Time: the budget in days or hours, the time recorded against it (and how much is approved), the share used, and the time left. Days use the project's hours per day.
  • Money: the budget, the billed value of approved time less write-offs, the share used, and the money left. For a call-off with statements of work, money used is the days used at each statement's price per day, as on its Call-off tab.
  • Time gone by: how far through its dates the project is.
  • Against plan: On plan if the share of budget used is no more than ten points ahead of the share of time gone by, Ahead of plan if it is, and Over budget once it is all used. Projects without both dates only show when they are over budget.

Select the time used figure to see every time entry behind it: date, person, task, hours, billing, the timesheet's status and comment, with the totals. Use it to check that time has been recorded against the right project and task. The project's Overview shows the same figures under Used so far, with a link to the same list.

If some approved time was valued with no charge rate, the money used says so (for example 73:00 hours approved with no charge rate). Select it to set the rate and re-value that time.

Time used counts all recorded time, approved or not. A call-off's balance counts only approved billable time, so the two can differ until timesheets are approved.

Select a call-off project to see its call-off balance.