Working with resources
The Resources panel helps you monitor team workload and availability, identify overloaded resources, and balance work across your projects.
What is the Resources panel?
The Resources panel provides a visual overview of each resource's workload and available capacity throughout the project.
It helps project managers quickly identify:
Overallocated resources.
Underutilized resources.
Unassigned work.
Capacity trends over time.
The Resources panel is synchronized with the Gantt timeline, allowing both areas to scroll together for easier navigation.
What you can do
The Resources panel allows you to:
Monitor workload for every resource.
Switch between Workload and Availability views.
Identify overloaded resources.
Review workload across different timeline scales.
View detailed workload for each resource.
Navigate directly to assigned tasks.
Resources panel layout
Each resource is displayed on a separate row.
The panel consists of two sections:
Left section
Displays:
Resource name
Total assigned workload
The first row is always Unassigned, which summarizes all work that has not yet been assigned to a resource.
Right section
Displays workload or availability for each day, week, month, or other selected timeline scale.
A switch at the top allows you to toggle between:
Workload
Availability
|
|---|
|
|---|
Workload view
In Workload mode, cell colors indicate how much work is assigned relative to the resource's capacity.
Color | Meaning |
|---|---|
🟢 Green | Assigned workload equals the resource's available capacity. |
🟡 Yellow | Assigned workload is below the resource's capacity. |
🔴 Red | The resource is overloaded. |
Availability view
In Availability mode, colors represent the remaining capacity of each resource.
Color | Meaning |
|---|---|
🟢 Green | The resource's available capacity is fully utilized. |
🟡 Yellow | The resource still has available capacity. |
🔴 Red | The resource has exceeded their available capacity. |
Resource overload
A resource is considered overloaded when the assigned work exceeds the working hours defined in the resource's calendar.
This calculation is always performed on a daily basis, regardless of the selected timeline scale.
For example:
If the timeline displays Months, a red monthly cell indicates that the resource is overloaded on at least one day during that month.
Overloads typically occur when multiple tasks overlap during the same working period.
|
|---|
Viewing workload details
To inspect a resource's workload:
Click a workload cell in the Resources panel.
A details dialog displays:
The selected date range.
The resource name.
All assigned tasks.
The workload contributed by each task.
Each task's individual contribution to the total workload is displayed.
You can click any task to navigate directly to it on the Gantt chart.
|
|---|
Workload and availability calculations
Several chart settings affect how workload and availability are calculated.
For more information, see:
Performance considerations
Calculating resource workload requires additional processing, especially in large charts.
If you notice slower chart performance:
Hide the Resources panel when it is not needed.
Disable the Resources panel entirely in Chart Configuration if your team does not use resource planning.
Hiding the Resources panel
The Resources panel can be hidden in two ways:
Temporarily, by clicking the Resources button on the toolbar.
Permanently for the chart by disabling the Resources Panel option in Chart Configuration → Resources.
|
|---|
Best practices
Review the Resources panel regularly to identify overloaded team members before schedules are affected.
Switch between Workload and Availability views depending on whether you're planning assignments or evaluating remaining capacity.
Investigate red cells early to prevent resource bottlenecks.
Hide the Resources panel when working with very large charts if workload analysis is not required.
Use the Resources panel together with Resource Leveling to quickly rebalance assignments across the team.