Get Started: Plan Resources

Plan smarter, not harder. Get started with resource management best practices to assign, track, and forecast your team’s work.

Your step-by-step hub to set up resource management in your first month with Teamwork.

Start with the basics, then move to what’s next

Each goal or topic takes under 15 minutes to set up

Learn by doing with videos, articles, and in-app guides

Add your team

No resource plan works without your people. Add your team now so capacity, workload, and forecasts are accurate from the start.

Learn more in our help docs:

Roles
Skills
Manage Permissions
User Rates

Track Time

Good capacity and scheduling depend on accurate time data. Estimate the time needed for work and get your team logging time so you can see capacity, track actuals, and forecast workloads.

Learn more in our help docs:

Track Time
Estimated Time
Time Reminders
Company Timesheet

Plan upcoming work predictably

Build realistic resource plans well before the work starts.

Learn more in our help docs:

Resource Schedule
Tentative Projects
Allocate and Manage Resources
Unavailable Time

Check capacity and reassign work

See your team’s workload instantly, spot overload or gaps, and drag and drop to rebalance work.

Learn more in our help docs:

Workload Planner Overview
Using the Workload Planner
Adding Unplanned Tasks
Adding Tasks and Unavailable Time

Improve team utilization

See who is under or over used so you can improve billable utilization.

Learn more in our help docs:

Planning Overview
Utilization Report
Using Filters in Reports
Adding Tasks and Unavailable Time