Workload & Resources
See who's busy, who's free, and balance the load
A workload view that shows what every person is carrying across projects, so you assign delivery work to whoever actually has capacity. Resource management that lives next to the deals and projects it draws from — not in a separate spreadsheet.
One view of who's carrying what
Instead of guessing or asking around, see each person's assignments across projects in one place — so the next piece of work goes to someone who can actually take it.
Assign from the same record as the work
Projects, members, budgets, and assignments live together. You staff a project from the project itself, not by reconciling a side spreadsheet that's already out of date.
Catch overload before it becomes a miss
When one person is stacked and another is idle, you can see it and rebalance — so deadlines don't slip because the load was lopsided and nobody noticed.
How it works
Every part, explained.
Work becomes projects
A won deal converts to a delivery project with a budget, so the work to be staffed is concrete — not a vague 'we should resource this'.
Add members and assign
Put the right people on the project and assign tasks to them. Each assignment shows up on that person's workload.
Read the workload view
See what everyone is carrying across projects at once, so you can spot who's overloaded and who has room before you commit more work.
Rebalance and track budget
Move work to whoever has capacity, and watch budget vs invoiced per project so resourcing decisions stay tied to the money.
Deep dive
Everything that's in the box.
Workload view across projects
A single view of each person's assignments spanning every project they're on, so capacity is visible instead of assumed.
Project members & assignment
Add people to a project and assign tasks to them; assignments roll up into the workload picture automatically.
Budget vs invoiced per project
See planned budget against what's been invoiced on each project, so staffing and profitability stay connected.
Role-based access
Control who can see and change project staffing with roles and permissions, so resourcing stays in the right hands.
Tied to deals & delivery
Because resourcing sits on the same platform as the pipeline and projects, the work you staff is the work you actually sold.
Timesheets — rolling out
Logging time against assignments to compare planned vs actual effort is on the roadmap (shown with a "Soon" pill), not claimed as live today.
KudosCRM vs. the old way
A different league.
Keep exploring
Related features.
FAQ
Frequently asked
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