Overview of Resource Management

Introduction

Resource Management in Easy8 helps with planning, assigning, and monitoring work across projects. It shows how much work is assigned to users, what capacity they have left, and helps balance workloads. Understanding the basics of this tool is important for using project resources effectively.

Target Audience

User + Administrator

Understanding Resource Management

Definition

Visualize user workload
Plan tasks and capacities across teams
Drag and drop assignments easily
Filter and customize data views
Work with different levels – global or project-based

It includes related features like:

Task allocations
User availability (based on attendance)
Skill and competence planning
Integration with meeting calendar
Export and reporting options

How It Works

Resource Management is split into two main levels:

Global Resource Management
Lets managers see all users across all projects. It’s ideal for balancing team capacities company-wide.
Project-Level Resource Management
Shows only users assigned to a specific project. It’s used for precise team planning on a project basis.

Users can switch between several time views:

Daily
Weekly
Monthly
Quarterly
Yearly

They can also choose from layout options:

Collapsed or expanded rows
Custom filters per user, tracker, project, etc.

Users can interact with the chart via:

Drag & drop – to move or resize task bars
Tooltips – that show event info
Buttons – like Problems (to highlight overloaded users), Step Back (to undo changes), and Reservations (to block out future time slots)

It also uses attendance records to adjust visible capacities.

Examples

Example 1:
A manager sees a red workload bar indicating overload. They drag the task to another user with lower workload.

Example 2:
A user accidentally drags a task to the wrong person or date. They use the Step Back button to quickly undo the change.

Common Misconceptions

Misconception	Clarification
Only global view is useful	Project-level view is better for specific team planning
All users appear in the list	Only users with resource permissions and assignments are shown

Conclusion

Resource Management in Easy8 is a powerful tool for effective planning. It helps avoid overload, underuse, and missed deadlines by giving clear workload insights and flexible tools.