Projects
Assign people without promising more hours than they have.
Where to find it: Left menu → Projects & Operations → Resource Allocation
Step 1
Left menu → Projects & Operations → Resource Allocation. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Allocate a person to a project and period. Watch over-allocation warnings. Fix them before the week starts.
Step 3
Timesheets should fit the allocation. Over-allocation reports should list the clash.
Yes. Resource Allocation is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
The warning is the point. A person cannot be 160 percent real. Change the plan here.
