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Resourcing Redesign (Early Access)

You can now sign up for early access to our Resourcing Redesign. We are redesigning the Resourcing experience in Projectworks to make it simpler, faster, and more intuitive.

This is a closed beta feature. To request access to the feature during the closed beta period, please contact [email protected] using the subject line ‘Resourcing Redesign’ and we will be in touch.

Overview

In this early phase, the functionality remains largely the same, but with a significantly improved user experience. Over the coming weeks and months, we will introduce new capabilities to further streamline resourcing workflows.

Why Join Early Access?

By joining Early Access, you’ll:

  • Get early exposure to the new experience.

  • Provide feedback while we’re actively building.

  • Help shape the future of Resourcing in Projectworks.

Opt-out at any time during Early Access - you can switch back to the current experience whenever needed.

How to Enable Early Access

Once you’ve been enrolled in Early Access and received confirmation:

  1. Go to ⚙️ Settings > Beta Features

  2. Toggle on “Resourcing Redesign (beta)”

Important:
Enabling this setting applies to your entire account. All users in your organization who access Project > Resourcing will see the new interface for Project-level resourced projects.

What to Expect in Early Access

Here’s a preview of the updated experience:

https://www.tella.tv/video/resourcing-redesign-early-access-47c4

Key Improvements

  • Improved color and legend scheme
    A clearer and more consistent visual system (we’d love your feedback).

  • More intuitive shifting
    Easier adjustments to resourcing schedules.

  • Spreadsheet-style layout
    Work with resourcing data in a more flexible, grid-based format.

  • Click-based interactions
    Discover actions by clicking into cells rather than relying on hover states.

FAQs

What are the known gaps?

We are actively working on the following improvements:

  • Shift Right may fail due to posting gaps, even when no hours fall within those gaps
    (this can occur if there are future “no posting” periods for a person, even if the shift does not place any hours into those periods)

  • Future Hours total may display incorrectly after shifting bookings
    (totals can change when bookings move in or out of the visible range, and will correct after a page refresh)

  • Ability to pin columns so you don’t lose context when scrolling horizontally

  • Ability to freeze rows to retain header and footer visibility

  • Restore clicking on a Person or Placeholder in the Resourcing table to view details
    (Placeholders open in a popup with editing capabilities; People open in a separate page)

  • Restore the ability to bulk update future resourcing via popup
    (future resourcing can currently be updated directly in the grid on a per-slot basis)

  • Warnings for non-uniform distributions when editing weekly/monthly values over uneven daily/weekly allocations

  • Restore access to detailed comments and resourcing history
    (including Weekly/Daily comments when viewing in Monthly/Weekly modes, and the Resourcing Log/Audit Trail)

  • Restore the ability to match timecode allocations with resourced hours from the row actions menu (pulling allocated hours into resourcing without double entry)

What’s coming next?

Over the next few months, we’ll be introducing:

  • Bulk shifting (e.g. move an entire project or budget by days/weeks/months)

  • Multi-period shifts (e.g. shift a resource forward by 6 weeks in one action)

  • Drag-and-drop interactions

  • Support for Budget-level resourcing within Project > Resourcing

We will also extend the new experience to:

  • Resourcing by Project

  • Resourcing by Person

  • My Resourcing