Resourcing Redesign (Beta)

• Overview
• New in This Release
• How to Enable the Resourcing Redesign Beta
• Bulk Actions
• Columns
• Exporting to CSV
• Selecting, copying and moving hours
• Show Unresourced filters
• Inactive budgets
• Capacity Colours on Person Rows 
• Other Improvements in the Redesign
• Helpful Tips

Overview

We've redesigned the Resourcing experience in Projectworks to make it simpler, faster, and more intuitive. 

 

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New in This Release

The Nov 1 release includes:

• Select, copy, paste and drag hours: Select a range of cells by clicking and dragging or Shift+clicking. Copy, cut and paste with Ctrl/⌘ + C, X and V, or drag a selection to move its hours. See Selecting, copying and moving hours.
• Your capacity on My Resourcing: My Resourcing and a person's Resourcing page now have a row for the person at the top, with their capacity colour for each period.
• Headers stay in view: When you scroll through a long project or person, its header row stays at the top of the table, with nested headers (such as a budget or person under a project) stacked below it.
• Row and column highlight: Hovering over a cell highlights its row and column.
• Show Unresourced filters: Show Unresourced Projects and Show Unresourced People have moved into the Filters panel, which is now also on a project's Resourcing tab. You choose whether to include Inactive People, Placeholders and Inactive Budgets with no hours. These are off by default. See Show Unresourced filters.
• Inactive budgets: Hours on inactive budgets now show on Budget Level Resourced projects, with a warning icon on the budget row.
• Legend: The Legend button shows how many items are hidden, the strip wraps onto a second line on smaller screens, and a Tip at the end explains how to select, move and edit cells.
• Capacity colours on person rows only: Project and budget rows under a person no longer show capacity colours.
• Fixes: Show Unresourced People no longer lists every project in Resourcing by Project. Edits still saving aren't lost when you change filters or dates, and Undo history is cleared when filters change. Comments on cells with no hours now save from Details.

How to Enable the Resourcing Redesign Beta

Go to ⚙️ Settings > Beta Features

Toggle on “Resourcing Redesign (beta)”

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Bulk Actions

Use the menu at the top-right of the Resourcing table, or on a project or budget row, to update multiple resourcing entries at once.

• Shift moves resourcing forward or backward by days, weeks, or months for an entire project, a single budget, or one person or placeholder.

• "Pencil-In All Hours" and "Confirm All Hours" change the status of all hours on a project or budget in one step. They're in the menu on a project or budget row, and in the menu at the top-right of the table.
  
  

  • Current and future hours only. Hours in locked past periods don't change. Which periods are locked depends on the view (Daily, Weekly or Monthly), as for editing a single cell.
  • Placeholders aren't changed. Placeholder resourcing is always pencilled in.
  • Nothing to change. If there's nothing to update, you'll see "No Confirmed Hours to Pencil In" or "No Pencilled Hours to Confirm".

  You need permission to bulk edit resourcing to see these options.

• "Delete Resourcing" removes all current and future resourcing for a project or budget in one step. It's the last option in the menu on a project or budget row, and in the menu at the top-right of the table.

  1. Open the menu on the project or budget row and click "Delete Resourcing".
  2. Check the project or budget name in the "Delete Project Resourcing" or "Delete Budget Resourcing" window.
  3. Click the red "Delete Project Resourcing" or "Delete Budget Resourcing" button.

  What gets deleted:

  • From the current period onwards. Bookings from the start of the current day, week or month are removed, depending on the project's resourcing mode. Earlier periods are not changed.
  • Everyone on the project or budget. This includes people and placeholders hidden by your current filters, and their comments.
  • It can't be undone. Undo is cleared after the delete.

  If there's nothing to delete, you'll see "No Future Resourcing to Delete". Like the other bulk actions, you need permission to bulk edit resourcing to see this option.

 

How to shift an entire Project

• Open the Project’s resourcing plan.
• Click the ⋮ menu at the top-right of the Resourcing table.
• Select Shift Project.
• Choose how far you want to shift the resourcing, and whether to move it forward or backward. 
• Click Shift Project to confirm.

How to shift an individual Budget 

 This is available for Projects resourced at the Budget level. 

• Open the Project’s resourcing plan.
• Click the ⋮ menu at the far right of the Budget row.
• Select Shift Budget.
• Choose how far you want to shift the resourcing, and whether to move it forward or backward. 
• Click Shift Budget to confirm.

How to shift a Person or Placeholder for a Project/Budget

• Open the Project’s resourcing plan.
• Click the ⋮ menu at the far right of the Person or Placeholder row.
• Select Shift Person/Placeholder.
• Choose how far you want to shift the resourcing, and whether to move it forward or backward.
• Click Shift Person/Placeholder to confirm.
  
  

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Columns

The Resourcing pages include these columns next to each person's resourcing. Use Hide/Show to choose which ones you see.

Column	What it shows
Total Allocated Hours	Hours allocated to the person on the project or budget
Worked Hours	Hours the person has logged in timesheets on the project or budget
Remaining Allocated Hours	Total Allocated Hours minus Worked Hours. Can be negative
Total Resourced Hours	All hours resourced to the person on the project or budget, past and future. Updates as you edit
Hourly Worker	Yes or No for each person. Replaces the previous "paid hourly" badge

• Sorting and totals: You can sort by any of these columns. The four hour columns are totalled for each project, budget, group and the whole table.
• Placeholders: Total Allocated and Remaining Allocated Hours are blank for placeholder rows, and placeholder hours are left out of those totals.
• Permissions: Hourly Worker only shows if you can see cost rates.

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Exporting to CSV

CSV exports from the Resourcing pages match what you see on screen.

• Filters apply. Exports from Resourcing by Person, My Resourcing and Person Resourcing follow the filters shown on each page and the "Show unresourced projects" setting. Team applies in Resourcing by Person, but hidden person filters such as Team are ignored on My Resourcing and Person Resourcing. These saved filters are retained for Resourcing by Person. In Resourcing by Project, if your filters match no projects, the export is empty.
• Columns included: The four hour columns and Hourly Worker are included.
• Budget columns: For Budget Level Resourced projects, exports also include Budget Amount, Budget Burn, Remaining Budget, Projected Burn and Projected Remaining.
• Permissions: The budget columns and Billable Rate are only included if you can see financial information.

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Selecting, copying and moving hours

You can work with several cells at once, much like a spreadsheet.

• Select: click and drag across cells, or click one cell and Shift+click another, to select a range.
• Copy, cut and paste: use Ctrl/⌘ + C, X and V.
• Move: press and hold briefly on a selection, then drag it to move its hours. To move one cell, click it first, then use the same press-and-hold gesture. Moving straight away selects a range instead. Press Esc to cancel a drag.
• Edit: use the arrow keys to move around. Start typing to replace a value, press Enter to edit it, or press Delete to clear it.

The Tip at the end of the legend strip shows these shortcuts. Pasted and moved hours are recorded in the change history like any other edit.

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Show Unresourced filters

The Show Unresourced options are in the Filters panel, under Show Unresourced. The panel is now also available on a project's Resourcing tab.

• Projects: also list projects with no resourcing in the date range.
• People: also list people assigned to a project who have no resourcing in the date range. In Resourcing by Project, this only adds people to projects that already have bookings; it doesn't add projects.

When you tick one, you can also choose whether to include these, even with no hours:

• Inactive People
• Placeholders
• Inactive Budgets (Budget Level Resourced projects only)

These are off by default, so inactive people, placeholders and inactive budgets with no hours are hidden unless you turn them on. Rows with hours in the date range always show. The Filters button counts these options, and Reset To Default clears them.

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Inactive budgets

On Budget Level Resourced projects, an inactive budget is shown when it has hours in the date range. Its row has a yellow warning icon. Hover over it to see a message such as "Develop Fuel is inactive.". These hours count towards the person's capacity in the same way on the project and person pages. To also see inactive budgets with no hours, use the Inactive Budgets option under Show Unresourced.

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Capacity Colours on Person Rows

In Resourcing by Person, each person's row shows their total hours for every period, colour-coded by how much of their capacity is booked. You can see who is free or overbooked without expanding anyone.

Colour	Meaning
No colour	Free: no hours resourced in the period
Partially Booked	Some capacity is resourced
Fully Booked	Resourced hours match capacity
Over Capacity	Resourced hours are more than capacity
Unavailable	No capacity in the period, for example a full week of leave. Any hours booked in that period show as Over Capacity instead.

How the colour is worked out:

• All projects count. The colour uses the person's resourcing across every project, even if your filters hide some of them. The hours shown on the row are the filtered total.
• Leave and holidays reduce capacity. A person with 40 hours of capacity and 8 hours of leave is Fully Booked at 32 hours. A calendar icon shows on the row when they have time off in that period.
• Updates as you edit. When a person's row is expanded, the colour changes as you edit their hours.

Person rows in Resourcing by Project and on a project's Resourcing tab are colour-coded the same way. Placeholder rows have no capacity, so they aren't coloured. My Resourcing and a person's Resourcing page have a row for the person at the top, showing their capacity colour for each period and a calendar icon in periods with time off. This row is always open, with their projects listed under it, and it stays at the top as you scroll.

Project and budget rows under a person don't show capacity colours, because capacity applies to the whole person. Pencilled, comment and lock markers still show on those rows.

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Other Improvements in the Redesign

Manage Budget Level Resourced projects inline. Budget-level and project-level resourced projects can now be managed in the same way from the redesigned Resourcing by Project experience, without needing to open each individual project. 
 

Cleaner Budget Level Resourcing views. 

People appear only under the budgets they're resourced to. To see others assigned to the project, use the Show Unresourced filters (see Show Unresourced filters).

Undo and Redo. Quickly revert or reapply recent resourcing changes without leaving the grid. Undo history is cleared when you change the date range, the view or any filter, so Undo never changes rows you can no longer see.

Comments on resourcing slots.  Add notes directly to individual resourcing slots from the actions menu. Comments now support easier viewing and editing of longer notes, including comment length indicators and a resizable comment area. 

• Comments don't change hours. Adding or editing a comment leaves the cell's hours as they are. Previously, in Weekly and Monthly views, a comment could re-spread a week's hours evenly across the days.
• Comments stay on empty cells. You can comment on a cell with 0 hours, including for people who aren't resourced on the project, and the comment is kept.
• Undo removes a new comment. Undoing a comment you just added removes it.
• More actions in the change history. Shift, Pencil-In, Confirm (on a cell, a row or in bulk) and Match Timecode Allocations now add entries to a cell's change history, as they did in the previous experience. New and edited comments are recorded too. Removing a comment is not yet recorded.
• In the Details window, you can add, edit and clear comments on cells with no hours.
• To see a cell's change history, open the cell's menu and select Details. Next to the project or budget, click the Last updated link (for example, "Last updated 25 Oct, see more...").

Legend. The legend now sits in a strip above the resourcing table, replacing the Legend pop-up. Click "Legend" in the toolbar to show or hide the strip; Projectworks remembers your choice.

The strip has two groups:

• Cell fills: Over Capacity, Partially Booked, Fully Booked and Unavailable.
• Cell markers: Pencilled (dashed border), Time Off (calendar icon) and Comments (purple corner).
  
• When items are hidden, the Legend button shows how many.
• The strip wraps onto a second line when there isn't room.
• A Tip at the end of the strip explains how to select, move and edit cells.

Hiding items: Click any item in the strip to hide it in the table, and click again to show it. For example, hide Partially Booked and Fully Booked to see only who is over capacity. The strip lists what's hidden, and the X next to that list shows everything again. Your hidden items are remembered.

Colorblind Assist: This switch adds patterns to the capacity colours so they can be told apart without relying on colour. It's on by default; turn it off for plain colours.

Update Future Hours: Person and placeholder rows now have "Update Future Hours" in their row menu. It opens the same Update Resourcing window as clicking a Future Hours value. It's not available on Time Off rows.

The row menus are now grouped as follows:

Row	Menu options, in order
Person	Shift, Swap · Update Future Hours, Pencil-In All Hours, Confirm All Hours, Match Timecode Allocations · Delete Resourcing
Placeholder	Shift, Swap · Update Future Hours, Edit Placeholder · Delete Resourcing

Order By (Budget Level Resourced projects only): You can choose whether budgets or people appear first under each Budget Level Resourced project. This replaces the previous budget grouping toggle.

1. Open Hide/Show in Resourcing by Project or on a project's Resourcing tab.
2. Under "Order By", drag "Budget" or "Person/Placeholder" into the order you want. With the keyboard, press Space to pick an item up, use the arrow keys to move it, and press Space again to drop it.
   
   

Project always stays at the top. Order By only shows when the list includes a Budget Level Resourced project, and it doesn't change Project Level Resourced projects.

• Headers stay in view: When you scroll through a long project or person, its header row stays at the top of the table. Nested headers, such as a budget or person under a project, stack below it. Only groups with at least 3 rows stick.
• Row and column highlight: Hovering over a cell highlights its row and column, so it's easier to follow a person across weeks.

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 Helpful Tips 

• If nothing matches your filters, widen the date range, remove a filter, or turn on Show Unresourced in Filters.

• Use a supported browser. The redesigned Resourcing experience relies on modern browser capabilities and may not work as expected on older browser versions. For the best experience, make sure you're using a supported browser and version.

• Resourcing by Project supports up to 250 Projects in a single view. If your organization has more Projects than this, use filters to narrow the list.

• You can temporarily view the previous Resourcing experience by adding beta=false to the page URL. For example, /Projects/Resourcing becomes /Projects/Resourcing?beta=false. This can be useful if you want to compare the redesigned and previous experiences.
• Some actions still use the existing dialogs. Add Resource, Add Project, Edit Placeholder, Swap Person/Placeholder, Delete Resourcing, 

  Details (the Comment & edit window) and Update Resourcing currently open the same dialogs used in the previous experience. This is expected.