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Resourcing Redesign (Beta)

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

Overview

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

 

During the beta period, you can opt in and enable the beta whenever you're ready to try the new experience, and you can always disable the beta and opt out if you want to switch back.

Once the redesign becomes the standard Resourcing experience for everyone, this toggle will no longer be available. We'll give you advance notice before that happens.

New In This Release

The August 23 release includes:
  • Faster Resourcing pages. Performance improvements make Resourcing by Project and Resourcing by Person faster and more responsive, particularly when working with larger amounts of resourcing data. Resourcing by Person also no longer has a 250-person results limit.
  • More ways to customize your view. Expanded Hide/Show Columns and Group By options are now available across My Resourcing, Person Resourcing, Project Resourcing, Resourcing by Project, and Resourcing by Person, making it easier to focus on the information that matters to you.
  • More filters in Resourcing by Person. You can now filter by Person Manager and Location to more easily find and manage the people you’re looking for.
  • Improved Match Timecode Allocations. Match Timecode Allocations is now available across more Resourcing views and has been improved to better handle people without standard capacity, including casual workers.

How to Enable the Resourcing Redesign Beta

  1. Go to ⚙️ Settings > Beta Features

  2. Toggle on “Resourcing Redesign (beta)”

Important: Enabling this setting applies to your entire account. 

Any user in your organization who accesses Project > Resourcing, Resourcing by Project, Resourcing by Person, My Resourcing, or Person Resourcing will see the redesigned experience.

Bulk Shifting

What is Bulk Shifting?

Bulk Shifting lets you move resourcing forward or backward by multiple days, weeks, or months in a single action. 

You can:

  • Shift all resourcing for an entire Project.
  • Shift all resourcing for an individual Budget.
  • Shift a Person or Placeholder's resourcing on a Project or Budget.

 BulkShiftProjectBudgetSlot

This is useful when a project timeline or phase changes and you need to move existing resourcing without adjusting each period individually. 

 How to shift an entire Project

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

 How to shift an individual Budget 

 This is available for Projects resourced at the Budget level. 

Learn more about Budget Level Resourcing →

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

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

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


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. 
     
    ManagePLRandBLRInOnePlace

  • Cleaner Budget Level Resourcing views. People are shown only under the Budgets they're actually resourced to. This removes the additional noise of people appearing in a Budget simply because they're resourced elsewhere on the Project. Turn on Show Unresourced People whenever you want to see additional people available to the Project. 

    BLRProjectsWithoutNoise

  • Undo and Redo. Quickly revert or reapply recent resourcing changes without leaving the grid. 

    UndoRedo

  • Comments on resourcing slots. Add a note directly to a resourcing slot from its actions menu. 
    CommentOnCellSlot  

     

 Helpful Tips 

    • 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, and Update Resourcing currently open the same dialogs used in the previous experience. This is expected.

    LegacyAddResourceToProject

     

Known Gaps We're Working On

The following capabilities are not yet fully supported in the redesigned experience:

  • More filters for My Resourcing and Person Resourcing. Some filters available in the legacy Resourcing experience, including Contractual Status, aren't yet available in the redesigned My Resourcing and Person Resourcing pages. We're working to bring these back, along with additional filters to help you more easily narrow down the projects and resourcing information you need.

  • Budget-related columns for Budget Level Resourced projects. Budget Amount, Budget Burn, Remaining Budget, Projected Burn, and Projected Remaining are not yet available in the Hide/Show columns.
  • Detailed resourcing history. The ability to see who changed a resourcing entry and when is not yet available.