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.
After enabling Resource Management (RM), take a few additional steps to configure key settings. These will help you control who and what appears in the RM grid, align capacity and billing goals, and ensure budgets are accurate.
Project & Person Availability
Choose which projects and people appear in the RM grid to reduce empty rows/columns and improve performance.
Where to configure:
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Person: Company → People → Edit (Person) → Resource Management & Billing Goal
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Project: Company → Projects → Edit (Project) → Basic Information
You can also toggle eligibility on the list pages (Company → People, Company → Projects).
Defaults: New projects and people are eligible for RM by default. Active items appear unless their Start/End Dates exclude them from a month.
When eligibility is disabled: Items are usually removed from the Resource Grid, Dashboard, and Capacity View, except when:
- Existing allocations already exist for the month.
- Existing monthly budgets exist for the project/month.
- Worked time exists for that month.
Inactive People: Inactive users are hidden by default. They may still appear if they have allocations or worked time in the selected month. You can also include them with the Show inactive filters.
Tip: Removing unused people/projects from the grid can improve performance and reduce visual clutter.
Resource Management Tab
The Resource Management tab gives access to the Resource Grid, Capacity View, and Dashboard. Visibility depends on your plan and permissions. If you don’t see it, confirm RM is enabled at the company level and that your role has access.
Access to Resource Management
Access is role-based. Administrators always have full access. Managers can be granted access and limited to specific people/projects. For details, see Access & Permissions for Resource Management.
Tip: If managers don’t see the Resource Management tab, ensure their role has RM access enabled.
Monthly Hours & Billing Goals by Person
Set Hours worked each day (used to define capacity, in conjunction with time off and the working days of a calendar month) and optional Billing Goal (billable-hours target) for each person.
Where: Company → People → Edit (Person) → Resource Management & Billing Goal
Setting a billing goal is recommended for teams with billable targets.
Billing Rates
Confirm your rate model before planning budgets and allocations (Company → Preferences → Billing Rates):
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Project-level rates
- ...the Project
- ...the Person, and we make exceptions for certain clients.
- ...the Person, and we make exceptions for certain projects.
-
Person-level rates
- ...which Person does the work.
-
Task-level rates
- ...the Task or activity performed.
- ...the Task, and we make exceptions for certain projects.
- ...the Task, and we make exceptions for certain people
Although Task-level rates are supported, the Project/Job will always need to be the billable object. Some RM Dashboard reports may function differently under a task model, please see our Resource Management Dashboard for more details.
Lifetime Budgets
With RM enabled, you gain the ability to track Lifetime budgets. Lifetime budgets can be set from within RM in the monthly budget pop-up or from directly within the Basic Information section of a Project.
Lifetime budgets are not required to use RM but can help guide alignment of monthly budgets and provide a greater level of detail on project health in reporting scenarios.
Next Steps
- Managing Budgets – Define monthly budgets.
- Managing Allocations – Assign hours to employees.
- Customizing the Resource Grid – Tailor your view with filters and saved settings.
- Capacity View – See multi‑month allocation trends.
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