To enable Resourcing, start by clicking on the Apps page in the left sidebar. Scroll down this list and toggle on the "Resourcing" app.

In the Resourcing dashboard, users of your workspace will be able to see their personalized schedule. Managers can also use this dashboard to see any resources that they have booked or want to book for a project.

There are two primary approaches for resource assignments to display on the Resourcing dashboard which can be used in conjunction:

1. Action Level Assignments

To make use of the Resourcing feature at the action level, actions will need to have some key information filled in:

Based on this information, the Action will be plotted onto the Resourcing dashboard and calculate the amount of estimated time totaling for each time frame. You can click on the action on the Resourcing dashboard to up it for more action details or to make updates to the action.

With Assignees, Estimates, and Due Dates applied to actions, the Resourcing dashboard begins to reflect the team's workload over time. The percentages will show the workload for each day. To change the time scale, use the D / W / M toggle at the top left. The default is D (days).

2. Project level assignees

To reflect in the Resourcing dashboard when a resource will be working on a project, navigate to their name on the dashboard then click and drag to create a new project level resource listing. Click Confirm assignment if you're ready to notify the user about the new assignment!

To filter the Resourcing dashboard, select Configure at the top right. Under Filter, select Add filter, then pick a filter such as Project. You can show only specific projects, people, teams, roles, labels, user tags, and project tags.

The timeline shows planned hours from action estimates and resource assignments. It does not show tracked time. To see tracked time, open the More menu (⋮) and select Reporting.

By default, these percentages are based on a working day being 8 hours per day.

User availability is determined based on the user’s Work week days. To set them, go to Resourcing and click the user's name to open their profile. In the Availability section, select + Add availability, then set the Start date, End date, and Work week days.

If the user’s workweek hours are not provided, Hive will utilize the Threshold value specified in the Resourcing settings. In the absence of a Threshold value, Hive will default to the Working day value.

Utilization is the measurement of hours scheduled per day vs. the team member's capacity. When a team member's utilization is within capacity, you will see blue. When a team member's utilization is above their capacity, you will see red, indicating this work needs to be re-balanced.

This can be shown in a number of hours:

or in percentages:

To change how Resourcing shows utilization for you, select Configure at the top right. Under Display, set Display as to Hrs or %. To change the default for the workspace, open the More menu and select Settings. On the General tab, under Show utilization by, select Hours or Utilization percentage. If you do not see Settings, ask your workspace admin.

You can also control an individual's working capacity by clicking on their name to open their profile page. In the Availability section, select + Add availability, then set the Start date, End date, and Work week days. The hours you enter for each day set their available capacity for that day.

If the user’s workweek hours are not provided, Hive will utilize the Threshold value specified in the Resourcing settings. In the absence of a Threshold value, Hive will default to the Working day value.

To make sure holidays are set up in Resourcing, click on your Avatar in the top right of your Hive window, and go to Workspace Settings. Enable the calendar with the checkbox, and click the Customize calendar button to add holidays.

Enter a name and date for the Holiday and click the Add Holiday button.

By default the Resourcing app, when turned on, is visible to everyone in the workspace. However, you may restrict who can see the Resourcing page, through the permissions. Open the More menu, select Settings, then open the General tab, Permissions.

You can also filter Resourcing view to users that fit within a defined amount of availability. This allows teams to get a clear view of who has more/less utilization for the project, making the decision-making process faster.

Select Configure at the top right and expand Capacity finder. Turn on Filter by capacity.

Select the Time range, Start/End Date, and Utilization percentages, and click "Update". A list of available workspace users with availability % will populate.

To export, open the More menu and select Export. Choose Summary or Detailed, Group by, the Export range, the Assignments to include, and the File format (.csv or .xlsx).

Do you still have a question about Hive's Resourcing App? Navigate up to that Blue Question-mark button up in the top right, and start a conversation with our Customer Success Team!