What is Global Resource Management?

Introduction

Global Resource Management in Easy8 is used for high-level planning across all projects. It gives managers a full view of workloads, availability, and task assignments for the entire organization. This helps in preventing overload, spotting underuse, and optimizing resources.

Target Audience

User

Understanding Global Resource Management

Definition

Global Resource Management is a tool used to:

View and manage resources across all projects
Balance workloads across teams
Monitor overall capacities and utilization
Allocate tasks to the most suitable and available people
Identify problem areas like overload or missed allocations

It works based on the user's assignments, roles, and attendance records.

How It Works

It displays a timeline view showing each user’s planned tasks and availability across all projects.
Only users with proper permissions and assignments are visible.
You can see who is overloaded (red), balanced (green), or underused (gray).
Managers can:
- Drag & drop tasks
- Filter by teams, trackers, projects, or skills
- Create reservations for unassigned work
- Use balance indicators to track workload status

It is best suited for department heads or resource managers who plan across many teams or projects.

Examples

Example 1:
A team lead is planning for a large product launch. Using Global Resource Management, they check who is available over the next month and allocate tasks accordingly.

Example 2:
A department manager uses filters to view only frontend developers and balance their workload across multiple incoming projects.

Common Misconceptions

Misconception	Clarification
Global Resource Management shows all users	It shows only users with active task assignments and appropriate permissions
It replaces project-level planning	Global view complements project-level planning but doesn’t override it
It's only for administrators	Team leads and project managers can also benefit from global planning

Conclusion

Global Resource Management offers a top-level view for planning and optimizing resources across the company. It helps reduce inefficiency by showing all work, people, and their availability in one place.