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Resource list

The Resource list screen displays as a sortable, exportable table every resource attached to the team. It is the tabular view complementary to the graphical views (Workload, Activity).

Reached through the Resource list menu of a resource portfolio.

Display modes​

A Mode selector at the top of the screen changes the nature of displayed columns:

ModeMain columns
Actual vs PlanPlanned, actual, variance, % achievement
Leave vs Working timeGross capacity, leave days, net capacity

Common columns​

  • First and last name (and photo if filled in)
  • Email (hidden for generic resources)
  • Business role in the team
  • Status — Active, inactive, on leave
  • Number of ongoing projects
  • Alert indicator — Overload, underload, late timesheet

Selection and bulk actions​

Tick several rows to activate the action bar:

  • Submit — Submits the timesheets of selected resources for validation
  • Approve — Bulk approves pending timesheets
  • Reject — Bulk rejects the ticked timesheets
  • Send email — Opens an email editor targeting the selection (free subject + body)

Validation actions are only visible if you have the corresponding right.

Sort and filters​

  • Sort by any column (click the header)
  • Year filter (top selector)
  • Free-text search by name, email, role

Export​

The export button generates a CSV or Excel file containing exactly the columns of the current mode. Useful to share with the management or feed a monthly review.

See also​