PSA Tutorial 3 of 8

Set up resource scheduling and utilization visibility

Learn how to assign people to work, detect capacity gaps, and monitor utilization trends from one planning view.

Uses: Resource Planner, Team Allocation, UtilizationOutcome: Team capacity view with utilization reports
1

Configure team calendars and availability

Why it matters: Scheduling is only accurate when availability reflects real working capacity.
  1. Set work hours and weekly capacity for each team member.
  2. Add holidays and leave calendars.
  3. Confirm timezone and working-day settings.
What you will see: Planner now reflects realistic available hours for each resource.
2

Assign resources to project tasks

Why it matters: Planned allocation makes delivery risk visible before deadlines slip.
  1. Open project schedule and assign owners to active tasks.
  2. Define start, end, and estimated effort for each assignment.
  3. Use drag-and-drop to level overlapping allocations.
What you will see: Each task has an owner and planned capacity allocation.
3

Review capacity and conflict indicators

Why it matters: Early conflict detection helps rebalance work before burnout or delivery delays.
  1. Open Resource Planner by week view.
  2. Identify overbooked users from visual conflict markers.
  3. Reassign or move tasks to resolve overload.
What you will see: Resource conflicts are reduced with a balanced schedule.
4

Enable and monitor utilization reports

Why it matters: Utilization trends provide operational insight for hiring and planning decisions.
  1. Enable utilization tracking in reporting settings.
  2. Compare planned vs actual utilization by user and team.
  3. Save a weekly utilization dashboard for operations reviews.
What you will see: You can track allocation performance and capacity trends over time.

Resource planning is now data-driven

You can schedule work based on real capacity and use utilization reports to improve staffing and delivery reliability.

Next tutorial: Proposal to project workflow

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