Resource allocation
Plan how many hours each person is committed to each project, spot who is over-committed, and find people with spare capacity.
What you can do here
- Plan how many hours each person owes each project, over a month or across a timeline.
- See how loaded everyone is, and catch over-commitment before it turns into a missed date.
- Compare what you planned against what actually happened.
- Find people with the right skills who have room.
Five ways to look at the same plan
Resource Allocations offers five views, and they answer different questions:
- Compact — the dense grid. Best for scanning a lot of people at once.
- Cards — one card per person, easier to read for a small team.
- Heatmap — colour by load, so over-commitment jumps out without reading a single number.
- Timeline — allocations as bars across dates, which is how you spot overlaps and gaps.
- Variance — planned against actual. This is the one that tells you whether your planning is any good.
Above them: a business-unit filter (All BUs, AtliQ, IdeaTick, Common), a month picker with a way back to today, and Search members....
Common tasks
Allocate someone
- Add an allocation.
- Pick the Team Member and the Project.
- Set the Start Date and End Date, and the Hours.
- Optionally add a Role and Notes — worth doing, because "40 hours" tells the next planner nothing about what for.
- Save.
The hours become a percentage of that person's capacity for the period. If the allocation would take them past 100% you'll be warned, but you can still save it — the tool assumes you know something it doesn't.
Change or remove one
Click the allocation — a cell, a bar, or a row, depending on the view — and edit its hours or dates, or delete it.
Find someone with room
Open Find Available Resources. Choose the Skills you need, a minimum availability, and a date range with From and To. The search returns people who match and have the capacity, so you're not guessing from the grid.
Good to know
- Allocation is a plan; time logs are the record. Allocating someone 20 hours doesn't create a timesheet entry and doesn't stop them logging something else. Variance is where the two meet.
- Over-allocation is a warning, not a block. That's deliberate — but an over-100% person is a commitment somebody will have to break.
- You can always plan your own allocations. Planning for other people needs the matching access, which is why the grid may look read-only to you.
- Allocating someone to a project is not the same as adding them to its Team. Project membership is what lets them log time to it.