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

Roles and permissions

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

A role is a set of things people can do. Each member holds one or more roles, and can do everything any of their roles allows. You need the Create, rename and change roles permission to change roles.

The starting roles

Role Typically for Can do, by default
Tenant Owner Whoever runs the organisation Everything. Always, including anything added in future
Admin Day-to-day administration Everything
Finance Finance and billing Rates, billing, write-offs, financial reports and exports
Project Manager People running projects Projects, tasks, budgets, approvals, the team's timesheets
Resource Manager People planning resourcing Booking people onto projects, utilisation
Timesheet user Everyone who records time Recording their own time

These are only a starting point: rename them to match how your organisation works.

Organisations that started before October 2026 have Consultant in place of Timesheet user. It's the same role, and you can rename it.

Who can see rates

Seeing money is a permission, not a fixed rule. Three separate permissions control:

  • charge rates and billing values, what clients pay;
  • cost rates and margin, what people cost;
  • pay rates, what people are paid.

By default, Timesheet users see none of these.

Adding a role that works like another

To have, say, Consultant and Support team roles that can do the same as Timesheet user:

  1. Open Administration → Roles and select New role.
  2. Under Start from an existing role, choose Timesheet user and select Use its permissions.
  3. Name the role, change any permissions you need to, and select Save.

Copying is a one-off: later changes to Timesheet user don't change the new role.

Changing a role

  1. Open Administration → Roles.
  2. Select Edit next to the role.
  3. Change its name or description, tick or untick permissions, and select Save.

Tenant Owner can be renamed, but it always keeps every permission. This stops an organisation from locking itself out.

Creating and deleting roles

  • Select New role, name it, choose its permissions, and select Save.
  • A role can be deleted only when nobody holds it. Change those members' roles first. See Managing members.