Resource portfolio
Track team workload, allocate resources and anticipate capacity conflicts.
Resource portfolio definition
Configure the resource portfolio (team) identity, its composition and the managers of its resources.
Resource portfolio members
Share a resource portfolio (team) and understand the roles (Owner, Reader) plus the roles propagated to projects.
Dashboard
Dashboard of a resource portfolio — workload, capacity and overloads of the team, on the same block builder as the project and portfolio dashboards.
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
Track on a consolidated timeline the absences reported by the team's resources and their impact on capacity.
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.