Get Started with Resource Management

Note: Resource Management is available only with ClickTime's Premier plan. Your organization must have this module enabled to access the features described in this article.

Resource Management (RM) helps you plan capacity, manage budgets, and allocate work. Before you can use it, you’ll need to enable it in your company settings.

Step 1: Enable Required Features

To make the Resource Management tab appear, enable these features:

1. Go to Company → Preferences → General Company Information.
2. Check both Time Billing Features and Project Estimation Features.
3. Save your changes.
   

Step 2: Select Resource Management

1. On the same Preferences page, scroll to the Project Estimation section.
2. Choose Resource Management.
3. Save again. 
   

Step 3: Confirm Billing Setup

Resource Management works with any billing rate structure, but there’s one requirement: Billable status must be determined at the Project level.

Check this in Company → Preferences → Billing Rates and confirm Projects is selected as the billable object. 

Next Steps

After setup, continue with:

• Access & Permissions for Resource Management – Control who can see and edit RM.
• Managing Budgets and Managing Allocations – Start planning projects and assigning hours.
• Customizing the Resource Grid – Tailor your view with filters, sorts, and saved views.
• Capacity View – See multi‑month trends and balance workloads.