Working with Resources

Resources in Ganttsheet help you manage team members and assets assigned to your project tasks. Proper resource management ensures accurate work estimates and cost calculations.

Types of Resources

Ganttsheet supports two types of resources:

  • User Resources - These are linked to actual Ganttsheet users

  • Custom Resources - These represent any other type of resource (team members, equipment, or other assets)

Creating Project Resources

To add a new resource to your project:

  1. Navigate to the Resources tab in your project

  2. Click Add a new resource button

  3. Configure the resource:

    • Select the resource type ("Custom" or "User")

    • Enter a name for the resource

    • Set the rate amount (e.g., "100" for hourly rate)

    • Configure any additional fields as needed

  4. Click the Create button

Creating a new resource

Assigning Resources to Tasks

Once you've created resources, you can assign them to specific tasks:

  1. Open your project timeline

  2. Click the Resources cell of the task you want to assign

  3. In the resource assignment dialog:

    • Click the Add button

    • Select the resource from the dropdown menu

    • Set the resource capacity (e.g., 75%)

    • Click OK to confirm the assignment

After assigning a resource, the task's Work and Cost fields will automatically update based on:

  • The task duration

  • The resource's capacity percentage

  • The resource's rate

Assigning a resource to a task

A task with an assigned resource

Managing Resource Assignments

You can:

  • Modify resource capacity by clicking the Resources cell again

  • Remove resource assignments by opening the dialog and removing the resource

  • View resource utilization across all tasks in the Resource Utilization view

Best Practices

  • Create resources before starting task assignments

  • Use consistent naming conventions for resources

  • Set accurate rate information for proper cost calculations

  • Monitor resource utilization to avoid overallocation

  • Regularly review and update resource assignments as project needs change

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