Resource Planning
Updated over a week ago

Across your portfolio, it can be difficult to know which projects and team members are over or under-allocated. Resource Planning in Baton shows user commitment and availability by week, so you can better understand which work has been committed to for more accurate planning. Resource Planning is available with our Accelerate & Enterprise plans. Please contact your CSM for additional information.

Resource Planning can be found within the new Resources tab in the main navigation of your workspace. Here, you'll find a table of all team members across your workspace. The colors of each cell will indicate the total time estimated for that week is less than (blue), equal to (green), or greater than (red) that user's capacity. This table will extend as far into the future as has been planned with existing Baton projects.

Upon hovering over a team member's cell by week, additional information will be presented containing team member capacity, time estimated & time tracked for the tasks they've been assigned, allocation percentage, and count of tasks without estimated time. Upon clicking this cell, users will be taken to the Tasks view filtered by that user's assigned week of work.

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