Resource Management Dashboard

The Resource Management Dashboard displays progress against your plans in a clear, visual format. While the Resource Grid helps you set budgets and allocations, the Dashboard shows how actual worked time and billings compare to those plans. Use it to optimize project profitability, track billable utilization, and ensure capacity is aligned with demand.

Accessing the Dashboard

• Open the Dashboard tab in the Resource Management navigation.
• The Dashboard always displays data for the currently selected month (synced with the Resource Grid).
• From here, you can refresh data, apply filters, and run reports directly from the actions menu.
  

Filters & Views

• The Dashboard supports the same filters and custom views as the Resource Grid.
• Unlike the Grid, there are no “Show” settings (totals, roles, etc.). Views created here inherit grid settings from the view you started with.
• Example: If you saved a grid view with “Show Totals,” and then created a Dashboard view, the totals setting will remain part of that view.
  

Dashboard Tiles

Hours Worked vs. Allocation

• Compares total allocated hours with actual worked hours in the month.
• Includes a bar for billable allocations vs. billable worked hours (hidden for task-based billing models).
• A dotted vertical line shows how much of the month has elapsed.
• Use this tile to see if work is on pace with time elapsed.
• Report link (View Report): Project Allocations & Availability Report.
  
• Takeaway: If worked hours lag the elapsed month, investigate under-allocation or time entry gaps.

Billables

• Displays day-by-day progress of worked billings for the month.
• Dotted line shows the total allocated billings target.
• The dotted allocated line will be hidden for task-based billing models.
• Report link: Budget Summary by Client Report.
  
• Takeaway: Use slope changes to spot stalls or accelerations in billable delivery.

Budget Allocated

• Donut chart showing the percentage of budgets allocated vs. unallocated.
• Turns orange if allocations exceed 105% of budgeted dollars.
• Helps spot over-planning early.
• Report link: Project Allocations & Availability Report.
• This Legend chart will be hidden for task-based billing models
  

Time Distribution

• Donut chart of how total possible hours are split between:
  • Allocated hours
  • Unallocated hours
  • Time off
• Turns orange if allocated hours exceed 105% of capacity.
  

Allocation Summary

• Breaks down whether projects and people are:
  • Under-allocated
  • Fully allocated
  • Over-allocated
• Clicking a number opens the Resource Grid, filtered accordingly (please note: this will overwrite your current grid filters and settings).
• Thresholds:
  • Project allocated at 5% under budget
    • Allocated billings are under: <95% of budget or billing goal
  • Project Fully Allocated
    • Allocated billings are between 95–105% of the Monthly Budget
  • Project allocated at least 5% over budget
    • Allocated billings are over: >105%
  • People allocated at least 5% under Billing Goal
    • Billable hours allocated are at least 5% under the person's Billing Goal for hours in the month.
  • People Fully Allocated
    • If the person has a Billing Goal:
      • Allocated Billable Hours are greater than or equal to 95% of users' Billing Goal in Hours
        AND
      • Allocated Hours are less than or equal to 105% users Capacity
    • If the person does not have a Billing Goal
      • Allocated Hours are within 95%-10%% of users' Capacity
  • People allocated at least 5% over capacity
    • The total allocated hours for a person are at least 5% over a person's capacity in hours for the month.
• Please note: the Project Row of all counts will be hidden for companies with Task Based Billing Models.

When applying a filter to the Dashboard, the Project row of this tile will return data for selected projects, regardless of who was allocated (this tile row ignores "people" filters).  The People row of this tile will return data for selected people, regardless of which projects they were allocated to (this tile row ignores "Project" filters).

Budget Tiles

• Lifetime Budget Tile: shows projects where worked billings have exceeded lifetime budget (includes current month).
• Monthly Budget Tile: shows projects where worked billings have exceeded their monthly budget.
• Clicking either opens the Resource Grid filtered to those projects.
  

Utilization

• Gauge showing the % of total worked hours that are billable.
• Also shows planned utilization based on allocations.
• Formula:
  • Worked Utilization = Billable Hours Worked ÷ Total Hours Worked
  • Planned Utilization = Billable Hours Allocated ÷ Total Hours Allocated
• Clicking the tile will open the Resource Utilization Summary Report.

Time Entry Completeness

• Tracks how fully timesheets are completed compared to expectations.
• 100% means all employees have met time entry requirements to date.
• Clicking the tile will open the Time Entry Completion page.
• Given this is related specifically to timesheet completeness, the tile will only focus on People data.

Worked Billables

• Gauge of actual worked billables compared to allocated billables for the month.
• Clicking the tile will open the Resource Management Budget Summary Report.
  

Task-Based Billing Model Differences

For companies using task-based billing:

• Hours Worked vs. Allocation: Billable bar hidden.
• Billables: Allocated dashed line hidden.
• Budget Allocated: Only total budget shown (no allocations vs. unallocated).
• Allocation Summary: Projects row hidden.
• Utilization: Planned utilization % not displayed.
• Worked Billables: Gauge empty, no expected billings shown.
• Reports (e.g., Resource Utilization Summary) will show allocated billings as 0.

Best Practices

• Review the Dashboard monthly to compare plans against actuals.
• Use the orange alerts (105% thresholds) as a signal to rebalance work.
• Pair Dashboard insights with Capacity View to resolve over- or under-allocations.
• Encourage managers to set budget alerts so overspending is flagged early.

Summary

The Resource Management Dashboard translates your budgets, allocations, and worked time into easy-to-read charts and gauges. By combining visuals with detailed drill-downs and reports, it helps you:

• Track progress against plan
• Spot risks of overspending or under-utilization
• Keep teams balanced and billable

With filters, alerts, and exports, the Dashboard ensures you always know whether your projects and people are on track.