The job of this console
See over/under, open the planner or skills matrix, commit there. Keep what-ifs on Capacity simulation.
Analytics · Resources
Resource Intelligence
Load, bench, and skill coverage composed from assignments and Employee — not the live capacity planner.
Scroll to Flowcharts. Scenario: Read resource intelligence then open capacity.
Load grain
Heatmaps that send you to the planner
Resource intelligence shows load, bench, and coverage. Changing who is on a project still happens on Team capacity.
Analytics → Resource intelligence
Route
/analytics/resource
Org flag resourcesEnabled
Resource Manager · Project Manager · Admin
Seat at the table
Resource managers, project managers, admins with resourcesEnabled.
The working rhythm
Read heat, open capacity, adjust, refresh the pack.
Moments that bring you here
Weekly staffing. A bench pile-up. A skill gap before a bid. After a project slip.
ⓘ
Planner still writes
This pack does not store assignments. Cost rates stay masked unless finance grants allow.
Flowcharts
1 — Heat then the roster
See load, open Team capacity or skills to change it.
flowchart TD
A[Open Resource intelligence] --> B[Read load / bench]
B --> C[Team capacity / skills]
C --> D[Change assignment]
D --> E[Pack refreshes]
- 1OpenAnalytics → Resource intelligence.
- 2ScanLoad and bench.
- 3Open plannerTeam capacity.
- 4Or skillsSkills matrix.
Overview
Resource intelligence is analytics on assignments and skills. Team capacity remains the live planner. Capacity simulation remains the sandbox.
How to use
1. Do not staff from a chart
Write assignments on the planner.
2. Bench is people
Employee still owns the person.
3. Mask cost rates
Unless finance persona allows.