Learn how to set up your workspace, manage your team, and get the most out of Resource.
Replay the welcome tour: add your team, add your projects, plan the hours, then watch the workload.
Create projects with phases, assign employees, 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 permissions (Owner, Admin, Editor, User) and what each one 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.
Open Projects from the sidebar to see all your projects. Admins and Owners can add, edit and delete them.
Click "Add Project" to create a project: its number, name, client, project lead, status and total budget.
Projects can carry phases (Pre-Design, Schematic, Design Development, Contract Documents, Bidding, Construction), each with its own dates and budget.
Assign employees to projects from Project Projections. Click the arrow beside a project's name to expand it, then add people and type their hours for each week. Clicking the name itself opens the project's details instead.
Statuses come from your firm's own list, set under Organization Settings → Organizational Configuration. That is also where you choose which statuses count as active work in Reports.
Open Employees from the sidebar to manage your team roster.
Click "Add Employee" to add someone: their name, position, discipline, office, weekly capacity (for part-timers), hourly rate and email.
When you add an email, the employee receives a welcome email with a personal link to create their account.
Each employee has a permission: Owner, Admin, Editor or User. See Permissions below for what each one can do.
Log time off with "Schedule PTO" on My Dashboard, or "Add PTO" in Staffing Projections. Time off reduces that person's available hours for the week, so they read as busier, not freer.
Project Projections shows a weekly timeline of all your projects and the hours planned on each.
Each row is a project. Expand it with the arrow beside its name to see the people assigned and their weekly hours.
Click a cell, type the hours, then press Enter or click away to save. Clicking into a cell and out again without typing changes nothing.
Use the date controls to move the timeline, and filter by project lead, status or discipline, or search by name.
Already plan in a spreadsheet? Use Import to bring it in: you match its columns and names, preview every change, and can undo the whole import afterwards.
Export to CSV or PDF with the export buttons (Professional plan and above).
Staffing Projections shows each person's load across all projects, week by week.
Colors show how full each week is against that person's own capacity, so a part-timer at their full hours reads as full, not under-used.
Expand an employee to see which projects they are on and how many hours each takes per week.
Filter by office, discipline or position, or search by name. Turn on "Billable hours only" to count only projects whose status counts as active work.
Time off is shown on the grid and taken out of that week's capacity, so availability reflects who is actually in.
Owner — The person who created the organization. Everything Admins can do, plus billing and subscriptions, permission assignments, and org-wide settings (like the hours/percentage display mode).
Admin — Manages employees and projects (add, edit, delete, bulk import) and the firm's lists of project roles, disciplines and project statuses.
Editor — Adjusts allocations, hours, and PTO across the firm, and can view the employee 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 Organization Settings.
Only the Owner can change another employee's permission.
As the Owner, see your plan and subscription status under Organization Settings → Billing.
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 change plans, update your card, see invoices or cancel, use Organization Settings → Billing. Payments are handled by Stripe.
Import your people and projects from CSV files with Bulk Import on the Employees and Projects pages, and your staffing plan with Import on Project Projections.
Employees — only a name is required. Columns: name (required), position, discipline, office, capacity, rate, email. Headers like "Full Name", "Job Title" or "Department" are recognised too. Capacity is weekly hours, or a percentage of your firm's week if your firm shows percentages; leave it blank for the standard week.
Projects — only a project number and name are required. Core columns: projectNumber (required), projectName (required), client, projectBudget, projectLead, status. Optional phase columns follow the pattern preDesignStart, preDesignEnd, preDesignBudget, preDesignPercentage for each of Pre-Design, Schematic, Design Development, Contract Documents, Bidding and Construction. Blank phase cells mean no phase split.
Dates are month-first (M/D/YYYY) or YYYY-MM-DD. A status your firm doesn't have is matched to one of yours before anything imports.
Every row is checked before anything saves. Problems are listed by row number — fix them in your file and upload again. New disciplines in an employee file are added to your firm's list.
Staffing plans: Import on Project Projections reads a grid of people × projects × weeks. You map the columns, match names to your people and projects, and preview every change. Merged-cell names are filled from the row above, and anything that can't be read is listed before you import. Each import can be undone.
Add them under Employees → Add Employee (or Bulk Import for everyone at once) and each person with an email address receives an invitation with a personal link to set up their account. No need to share passwords.
Owners manage billing, permissions and org-wide settings. Admins manage employees, projects and the firm's lists. Editors adjust hours and PTO. Users are read-only by default.
Yes. Employees and Projects both have Bulk Import for CSV files, and Project Projections has Import for the staffing spreadsheet you plan hours in today.
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 hours. It's on by default, and anyone can turn it off in Account Settings (the gear icon).
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.
Yes — the Owner can switch the display mode under Organization Settings → General, and the whole app follows it.
Go to Organization Settings → Billing. As the Owner, you can update your card, change plans, or view invoices anytime.
Click the question-mark (?) icon in the app and choose Contact support, 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.