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Resourcing Redesign (Early Access)

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 fill out this short form and we will be in touch.

Overview

The redesigned Resourcing experience retains the core capabilities you're familiar with while introducing a faster, more intuitive interface and a growing number of workflow improvements. In addition to usability enhancements, the redesigned experience includes new capabilities for Budget Level Resourcing and global resourcing, with more improvements planned throughout the Early Access program. 

New In This Release

The latest Early Access release includes:

  •  ✅ Bulk Shift for projects and budgets, allowing you to move all resourcing for an entire project or individual budget forward or backward by a specified number of days, weeks, or months. 

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-overview-cnoy

Key Improvements

  • Improved color and legend scheme
  • Spreadsheet-style layout
  • Click-based interactions

  • Flexible resourcing shifts

    • Shift selected resourcing by multiple days, weeks, or months in a single action.
    • Move all resourcing for an entire project or individual budget forward or backward by a specified number of days, weeks, or months.
  • Resourcing by Project
    • The redesigned experience is now available on the first of our global resourcing pages.
  • Better support for Budget Level Resourcing
    • Manage Budget Level Resourced projects directly from Resourcing by Project.
    • Resources are now shown only under the budgets they're assigned to, making Budget Level Resourced projects much easier to understand and maintain.

FAQs

Are there any known performance limitations?

When using the redesigned Resourcing by Project page, you may notice slower loading times if a large number of projects are displayed in the expanded state (where individual project details are visible).

We're actively working on performance improvements. In the meantime, you can improve the experience by:

  • Wait for the initial load to complete. Large expanded project lists may take around a minute to fully load.
  • Reduce the number of displayed results by applying filters such as:
    • Turning off Show Unresourced Projects
    • Turning off Show Unresourced People
    • Filtering to a specific Company
  • Click Collapse All in the upper-left corner of the Resourcing table to return to the project summary view, then expand only the projects you're actively working on.
  • Switch back to the legacy Resourcing by Project experience by adding ?beta=false to the page URL. Example: /Projects/Resourcing becomes /Projects/Resourcing?beta=false
  • Disable the Resourcing Redesign beta entirely by going to: Settings → Features → Resourcing Redesign

What are the known gaps?

We are actively working on the following improvements:

  • Restore budget-related (Budget Amount, Budget Burn, Remaining Budget, Projected Burn, and Projected Remaining) columns in Hide/Show/Group for budget-level resourced projects

  • 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 weeks, we’ll be introducing:

  • Drag-and-drop interactions

We will also extend the new experience to:

  • Resourcing by Person

  • My Resourcing