Documentation

Overview

What the resource planner does and how it works.

Navigation

Moving between resources, admin, and the AI assistant.

Utilization view

Reading the capacity heatmap and timeline charts.

Filtering & search

Filtering by project, discipline, or date range.

User popover

Drilling into per-user allocation details.

Jobs

Creating and managing job records.

Users

Adding team members and setting disciplines.

Assignments

Linking users to jobs.

Allocations

Setting hours per user per week.

Starting a conversation

Using the chat FAB to open the AI panel.

Split-screen mode

Keeping the chat alongside your planner view.

Prompting tips

Getting the best results from the assistant.