Latest Update 5-8-2026
The Resource Planning Dashboard provides a consolidated view of resource usage across multiple selected projects. It utilizes the same labor and equipment usage modules available within each individual project, but instead of displaying data for a single project, it aggregates resource usage across several projects. This feature allows users to gain insights into overall resource allocation and optimize usage.
Users can create multiple reports, including or excluding projects as needed. This flexibility allows for effective resource tracking and analysis, ensuring that the most relevant data is always available. Each report can be generated and saved to focus on specific project resources.
Key Components of Resource Planning Dashboard
Right Dropdown
From here users can view projects within a report and easily include or exclude specific projects as needed.
Left Dropdown
Users with at least Member access to your organization can view all saved reports, save incremental changes, create new or duplicate existing reports, and delete reports
Visualization of Usage Over Time
The visual representation typically displays data over a specific period, such as weeks, months, or years. In the example provided, usage is tracked on a weekly basis across multiple years. Each bar in the graph represents the cumulative usage hours for a specific category of equipment or labor over time.
Stacked Bar Chart
A stacked bar chart is used to display the usage of different types of equipment simultaneously. Each segment of the bar corresponds to a particular type of equipment, with the total height of the bar representing the combined usage. This type of chart is useful for comparing the total usage across different periods while still seeing the contribution of each individual equipment type.
Tabular Data
Below the chart, a table provides detailed numerical data corresponding to the visualized data. This table includes equipment types, specific dates (e.g., "JAN 24," "FEB 24"), and total usage. The table can be especially useful for extracting specific data points, such as the exact number of hours an equipment was used in a particular week. Users can select or deselect specific equipment types from here to focus on the data that is most relevant to their needs.
Group by Labor
Group by Labor is the default view for the Labor tab. It organizes the dashboard with labor resources as the primary rows, showing how each resource is allocated across all selected projects. Use this view when you want to see a specific resource's total utilization.
Group by Project
By default, the Resource Planning Dashboard groups data by resource first, with projects nested underneath in the table below. The Project view flips this: projects become the primary rows, with each project's resources listed underneath. This makes it easier to see total resource demand per project and spot allocation conflicts across your portfolio.
Labor Types
The Labor Types selector controls which categories of labor are included in the chart and table. Choose from Project Labor, Timespan Labor, or both. Filtering by labor type lets you focus on specific resource categories.
Note: Labor Types selections apply to your current view only and do not affect the saved report configuration.
Output Types
Usage Types
Usage Types controls whether the dashboard displays actual, remaining, or total resources. This lets you compare what was scheduled against what was consumed, focus on remaining available capacity, or see the whole picture.
Graph Parameters
Graph Parameters control the timeline, granularity, and date range of the visualization. Adjusting these settings lets you zoom in on a specific period or take a longer-range view of resource allocation.
Timescale
Locate the time granularity toggle above the chart. Select Day, Week, or Month depending on the level of detail you need.
Note: Day view is only available for short duration projects up to 12 weeks.
Bar Chart vs. Line Chart
Switch between bar chart and line chart view
Zoom
Click the Zoom button and draw a box around the section of your timeline to zoom in. You can continue to zoom in with this tool as needed. Use the Zoom Reset button to undo the zoom incrementally based on how you zoomed in.
Download Charts and Tables
Download the resource chart using the Save as Image button. The data in your table can be downloaded to Excel using the Download Excel button.
Learn how to use Resource Planning Dashboard here
FAQ
What is the Resource Planning Dashboard?
The Resource Planning Dashboard is a consolidated view of resource usage across multiple projects. It aggregates labor and equipment data from several projects into a single report, so you can analyze overall resource allocation and identify constraints without checking each project individually.
How do I create a new Resource Planning report?
Click the left dropdown and select "+ Create New Report." Select the projects you want to include by checking their boxes, confirm your selection, name the report, and save it. If it's your first time on the page, click "Select" next to the illustration to get started.
How do I add or remove projects from an existing report?
Click the right dropdown and select "Edit Projects List." Check or uncheck projects as needed, then click Confirm. You'll be prompted to either save the changes to the current report or save as a new report. You can also temporarily show or hide projects from the right dropdown without saving — this changes only your current view and does not modify the saved report.
What is the difference between Group by Project and Group by Labor?
Group by Labor (the default) shows each labor resource as a primary row, with the projects that resource is assigned to nested underneath. Group by Project flips this: each project is a primary row, with the resources assigned to it nested underneath. Use Group by Labor when you want to see a specific resource's total utilization across projects. Use Group by Project when you want to see the full resource picture for each project.
How do I switch between grouping by project and grouping by labor?
In the Labor or Equipment tab, locate the Group By toggle at the top of the section and select either Project or Labor. The chart and table reorganize immediately.
What do Labor Types, Output Types, and Usage Types control?
Labor Types filters which categories of labor appear in the view. Output Types sets the metric shown in the chart and table, such as hours or cost. Usage Types controls whether you're seeing planned, actual, or remaining usage. These controls let you slice the data without changing the projects included in the report.
What does the stacked bar chart show?
The stacked bar chart displays cumulative resource usage over time. Each segment of a bar corresponds to a specific labor or equipment type, and the full height of the bar represents combined usage for that time period. It lets you compare total usage across periods while still seeing the contribution of each individual resource type.
How do I change the time period or granularity of the graph?
Use the Day, Week, or Month toggle above the chart to set the time granularity. Use the date range controls to set the start and end of the period you want to analyze. Switching to Day view with a large number of resources may slow rendering — Week or Month view is recommended for broad portfolio analysis.
Can I save multiple Resource Planning reports?
Yes. You can create as many reports as needed, each with a different set of projects. Use the left dropdown to switch between saved reports, and the three-dot menu next to any report to rename, duplicate, or delete it.
How do I export Resource Planning data?
Resource Planning data can be exported to Excel. The export reflects the resources and projects visible in the current view. When Group by Project is active, the export includes project-level rows with resources nested underneath, matching what you see on screen.