Learn how to set up your workspace, manage your team, and get the most out of Resource.
Set up your organization, invite your first team members, and create your first project.
Create projects with phases, assign team members, set budgets, and track progress over time.
Add employees, set roles and departments, manage billing rates, and handle PTO.
Understand the project timeline view — how to read allocation grids, adjust date ranges, and export data.
Understand the staffing utilization view — interpreting color-coded capacity, filtering, and exporting.
Learn the four permission levels (Owner, Admin, Editor, User) and what each role can access.
Manage your plan, update payment details, and understand tier features.
How to format and upload CSV files to import staff or project data in bulk.
Navigate to the Projects view from the sidebar to see all your projects.
Click "Add Project" to create a new project. You can set the project name, lead, status, fee type, and budget.
Projects can have multiple phases (e.g., Schematic Design, Design Development, Construction Documents). Each phase has its own budget allocation.
Assign team members to projects from the Project Projections view. Click on a project to expand it, then add employees and set their weekly hour allocations.
Use the status field (Active, On Hold, Completed) to organize your project pipeline.
Navigate to the Staff view from the sidebar to manage your team roster.
Click "Add Employee" to add a new team member. You can set their name, position, department, office, billing rate, and email.
When you add an email, the team member will receive a welcome email with instructions to create their account.
Each team member can be assigned a system role: Owner, Admin, Editor, or User — see Roles & Permissions below for what each role can do.
Use the PTO tracking feature to log time off, which will be reflected in the staffing projections view.
The Project Projections view shows a weekly timeline of all your projects and their staff allocations.
Each row represents a project. Expand a project to see the individual team members assigned and their weekly hours.
Click on a cell to edit the allocated hours for a specific team member in a specific week.
Use the date range controls to adjust the visible timeline. You can filter by project lead, status, or search by name.
Export your projection data to CSV or PDF using the export buttons (available on Professional plan and above).
The Staffing Projections view shows your team's utilization across all projects.
Color coding indicates utilization levels: green for healthy utilization, yellow for nearing capacity, and red for over-allocated.
Expand a team member to see which projects they are assigned to and how many hours are allocated per week.
Use filters to narrow by office, department, or position. Toggle "Billable Only" to show only active project allocations.
PTO entries are displayed on the grid so you can see actual availability alongside project allocations.
Owner — The person who created the organization. Everything Admins can do, plus billing and subscriptions, role assignments, and org-wide settings (like the hours/percentage display mode).
Admin — Manages staff and projects: add, edit, delete, and bulk import.
Editor — Adjusts allocations, hours, and PTO across the team, and can view the staff and project directories.
User — Read-only access. Can see their own dashboard and the projection views but cannot create or edit records. Owners can optionally allow Users to edit their own hours in Organizational Settings.
Only the Owner can change another member's system role.
View your current plan and subscription status from Organizational Settings in the sidebar.
Resource offers four plans: Starter (free, 10 seats), Team ($79/mo, 30 seats), Professional ($199/mo, 75 seats), and Scale ($399/mo, unlimited seats).
Annual billing is available on all paid plans at roughly 17% savings.
To upgrade or change your plan, visit the Pricing page and select a new plan. Your billing will be handled through Stripe.
To manage your payment method or cancel your subscription, use the Manage Subscription button in Organizational Settings.
You can import staff and projects in bulk using CSV files.
To import staff: Go to the Staff view and click the upload icon. Download the template CSV first to see the required column format.
To import projects: Go to the Projects view and click the upload icon. Download the template to see the required fields.
Required fields for staff: Name, Position, Department, Office. Optional: Email, Rate.
Required fields for projects: Name, Status. Optional: Lead, Fee Type, Budget, Start Date, End Date.
The import will validate your data and show any errors before committing. You can fix issues and re-upload.
Add them under Staff → Add Employee and they'll each receive an email invitation with a personal link to set up their account. No need to share credentials.
Owners manage billing, roles, and org-wide settings. Admins manage staff and projects. Editors adjust allocations, hours, and PTO. Users are read-only by default.
Yes. Both Staff and Projects support CSV bulk import. Export your current spreadsheet to CSV, match the columns, and upload.
You assign each person a number of hours (or a percentage) per project, per week. Resource rolls those up into utilization reports so you can see capacity and overcommitment.
Yes — each person receives a Monday-morning email summarizing their upcoming allocations. It's on by default, and anyone can turn it off in their personal Settings.
Yes. Every record is isolated at the database level — no other company can see your data — and changes are recorded in an audit log for accountability.
Absolutely — the Owner can change the display mode in Organizational Settings and the whole app follows it.
Go to Organizational Settings in the sidebar. As the Owner, you can update your card, change plans, or view invoices anytime.
Click the question-mark (?) icon in the app or email support@resourceapp.co. We're a small team and we read every message.
Yes — email support@resourceapp.co and we'll schedule a virtual onboarding session with you and your team.