GUIDE Resource management · 4 steps
Why does resource management matter in Teamwork.com?
Plan smarter, not harder. When you know who is free, who is stretched and what is coming, every project can be staffed before it starts. Here is what you get:
Staff projects before they start Reserve the right people early and test plans with tentative projects, so you are never scrambling once work is confirmed. | Catch overload before it hurts delivery See who is over capacity and who has room in the Workload planner, then rebalance when priorities shift. | Make better hiring and billing decisions See how team time is used in the Utilization report, so staffing and billing decisions rest on real data. |
How do I set up resource management in Teamwork.com?
To get started with resource management in Teamwork.com, work through these four steps in order. Each step links to the help articles with the full instructions and screenshots.
1 | How do I add my team in Teamwork.com?Add people, roles and skills first so capacity, workload and forecasts are based on real data. Setting rates early means every allocation carries a financial value from day one. Access to these features depends on your Teamwork.com plan. |
2 | How do I plan upcoming work before it starts in Teamwork.com?Build realistic plans ahead of time. Use tentative projects to scenario-plan, reserve people early and see the impact on your team before work is confirmed. Full steps: Resource Schedule → Tentative projects → Allocate and manage resources → Unavailable time → Access to these features depends on your Teamwork.com plan. |
3 | How do I check capacity and reassign work in Teamwork.com?See your team’s workload at a glance, spot overload or gaps, and drag and drop tasks to rebalance when priorities shift. Full steps: Workload planner overview → Using the Workload planner → Add unplanned tasks → Add tasks and unavailable time → Access to these features depends on your Teamwork.com plan. |
4 | How do I improve team utilization in Teamwork.com?Identify who is under- or over-used so you can improve billable utilization and make better hiring and staffing decisions. Access to these features depends on your Teamwork.com plan. |
What are the key concepts in resource management in Teamwork.com?
Plan ahead, then rebalance Use the Schedule to plan future work and reserve people early. Use the Workload planner to manage what is happening now and respond when priorities shift. | Capacity drives every plan The Schedule, Workload planner and Utilization report all depend on your team data. When roles, skills and availability are missing or out of date, capacity looks higher than it really is. |
What are the best practices for resource management in Teamwork.com?
Do this
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Frequently asked questions
Where should I start with resource management in Teamwork.com?
Start with your team: add people with roles and skills. Then plan upcoming work in the Schedule, check capacity in the Workload planner, and review utilization.
What is the difference between the Schedule and the Workload planner?
The Schedule is for planning future work and reserving people early. The Workload planner shows who is over or under capacity and lets you rebalance tasks.
Can I plan work before a project is confirmed in Teamwork.com?
Yes. Tentative projects let you reserve people and scenario-plan before work is confirmed.
Where can I see how my team’s time is used in Teamwork.com?
The Utilization report shows how time is used across your team, so you can spot who is under- or over-used.
Which Teamwork.com plans include resource management?
It depends on the feature and your plan. See Teamwork.com Plans: Feature Comparison for what is included in each plan.
Where should I go next?
Continue with Best practices for project delivery in Teamwork.com →.