Resource portfolio
Track team workload, allocate resources and anticipate capacity conflicts.
Resource portfolio definition
Configure the resource portfolio (team) identity and the list of resources composing it.
Resource portfolio members
Share a resource portfolio (team) and understand the roles (Owner, Reader) plus the roles propagated to projects.
Workload
View the consolidated workload of a team's resources on a multi-project Gantt and anticipate overloads.
Activity (Timeline)
View each resource's activity on a timeline, project by project, to understand who does what and when.
Timesheet
View, check and approve the timesheets of a team's resources.
Leave
Enter and track absences (paid leave, RTT, sick leave, training) of the team's resources with capacity impact.
Actuals
Review the detailed actuals (time spent) of a team, broken down by resource, task, project and date, with its budget and valuation data.
Resource list
Table view of every team resource with key indicators (capacity, planned, actual, leave) and bulk actions.
The Team cards view
Track all of a team's cards across its projects in a consolidated Kanban (Team cards) of the resource portfolio.