Resources Tab
Applies to: Pro · Enterprise Last updated: 27-Feb-2026
Overview
The Resources tab provides a comprehensive view of resource allocations, loadings, and time-phased data. It uses a four-quadrant layout that combines a resource grid, hierarchy browser, time-phased spreadsheet, and histogram — all synchronised in real time.
Prerequisites
- Active Pro or Enterprise subscription
- At least one schedule loaded that contains resource assignments
- Resources tab selected from the main tab bar
Four-Quadrant Layout
The tab is divided into four resizable panels:
┌─────────────────────────┬──────────────────────────────┐
│ Resource Grid │ Time-Phased Spreadsheet │
│ (top left) │ (top right) │
├─────────────────────────┼──────────────────────────────┤
│ Resource Hierarchy │ Resource Histogram │
│ (bottom left) │ (bottom right) │
└─────────────────────────┴──────────────────────────────┘
Drag the dividers between panels to resize. Double-click a divider to reset to the default 50/50 split.
Resource Grid (Top Left)
A tabular view of all resources with their properties and summary data.
Columns
The grid supports 17 columns across 12 categories. Eleven columns are visible by default:
| Column | Width | Default Visible | Description |
|---|---|---|---|
| Resource ID | 120px | Yes | Unique identifier |
| Resource Name | 200px | Yes | Display name |
| Resource Type | 100px | Yes | Labour, Material, or Equipment |
| Max Units/Time | 80px | Yes | Maximum availability per period |
| Unit of Measure | 80px | Yes | Hours, tonnes, etc. |
| 150px | No | Contact email | |
| Phone | 120px | No | Contact phone |
| Cost/Unit | 90px | Yes | Unit cost rate |
| Overtime Cost | 90px | No | Overtime rate |
| Total Budget | 100px | Yes | Budgeted total |
| Total Actual | 100px | Yes | Actual to date |
| Total Remaining | 100px | Yes | Remaining allocation |
| Total At Complete | 100px | Yes | Estimate at completion |
| Calendar | 120px | No | Assigned calendar |
| Notes | 200px | No | Free-text notes |
| Parent Resource | 120px | No | Hierarchical parent |
| Active | 60px | Yes | Active/inactive toggle |
Grid Features
- Virtualised scrolling — handles thousands of resources without lag
- Column reorder — drag column headers to rearrange
- Column resize — drag column edges to adjust width
- Column visibility — right-click any header to toggle columns
- Sorting — click a column header to sort ascending/descending
- Pinned columns — Resource ID and Name stay pinned when scrolling horizontally
- Row selection — click a row to select and update all other quadrants
Resource Types
| Type | Icon | Description |
|---|---|---|
| Labour | Person icon | Human resources (crew members, trades) |
| Material | Box icon | Consumable materials (concrete, steel, cable) |
| Equipment | Truck icon | Non-consumable equipment (cranes, excavators) |
Resource Hierarchy (Bottom Left)
A tree-based filter that lets you view resources by category.
View Modes
| Mode | Description |
|---|---|
| All Resources | Flat list of every resource |
| By Resource Type | Grouped under Labour, Material, and Equipment headings |
| By Specific Resource | Select individual resources to include |
Selecting a node in the hierarchy filters the grid, spreadsheet, and histogram to show only the matching resources.
Time-Phased Spreadsheet (Top Right)
A period-based data grid showing resource allocations over time. This is not a Gantt chart — it is a scrollable data table where each column represents a time period.
Period Granularity
| Period | Column Width | Best For |
|---|---|---|
| Day | 40px | Short-term look-ahead |
| Week | 60px | Weekly resource planning |
| Month | 80px | Monthly reporting (default) |
| Quarter | 100px | Long-range overview |
Available Fields
The spreadsheet can display 16 data fields in configurable sub-rows:
Interval Fields (within each period):
| Field | Description |
|---|---|
| Budgeted Units | Planned units this period |
| Actual Units | Actual units this period |
| Remaining Units | Remaining units this period |
| At Complete Units | Estimated total units this period |
| Budgeted Cost | Planned cost this period |
| Actual Cost | Actual cost this period |
| Remaining Cost | Remaining cost this period |
| At Complete Cost | Estimated total cost this period |
Cumulative Fields (running totals up to each period):
| Field | Description |
|---|---|
| Cumulative Budgeted Units | Running total of budgeted units |
| Cumulative Actual Units | Running total of actual units |
| Cumulative Remaining Units | Running total of remaining units |
| Cumulative At Complete Units | Running total of EAC units |
| Cumulative Budgeted Cost | Running total of budgeted cost |
| Cumulative Actual Cost | Running total of actual cost |
| Cumulative Remaining Cost | Running total of remaining cost |
| Cumulative At Complete Cost | Running total of EAC cost |
Multi-Field Sub-Rows
Select multiple fields to show each as a labelled sub-row per resource per period:
┌─────────────┬───────┬───────┬───────┬───────┐
│ Resource │ Jan │ Feb │ Mar │ Apr │
├─────────────┼───────┼───────┼───────┼───────┤
│ Electrician │ │ │ │ │
│ Budget Hrs │ 160 │ 180 │ 200 │ 160 │
│ Actual Hrs │ 155 │ 175 │ - │ - │
│ Remain Hrs │ 5 │ 5 │ 200 │ 160 │
├─────────────┼───────┼───────┼───────┼───────┤
│ Rigger │ │ │ │ │
│ Budget Hrs │ 320 │ 280 │ 240 │ 200 │
│ Actual Hrs │ 310 │ - │ - │ - │
│ Remain Hrs │ 10 │ 280 │ 240 │ 200 │
└─────────────┴───────┴───────┴───────┴───────┘
Performance
The spreadsheet uses Canvas 2D rendering for the cell grid, capable of handling 100,000+ cells without lag. Only visible cells are drawn; off-screen cells are virtualised.
Resource Histogram (Bottom Right)
A bar chart showing resource loading over time. The histogram visualises the same data as the spreadsheet but as stacked or grouped bars.
Bar Series
| Series | Colour | Description |
|---|---|---|
| Budgeted | Blue #3B82F6 | Planned resource loading |
| Actual | Green #10B981 | Actual resource usage to date |
| Remaining | Amber #F59E0B | Remaining planned usage |
Display Modes
| Mode | Description |
|---|---|
| Combined | Single histogram showing all selected resources stacked |
| By Resource Type | Three side-by-side series for Labour, Material, and Equipment |
S-Curves
Toggle S-curve overlays to see cumulative loading:
| Curve | Description |
|---|---|
| Budgeted S-Curve | Cumulative budgeted units over time |
| Actual S-Curve | Cumulative actual units over time |
| Remaining S-Curve | Cumulative remaining units over time |
S-curves render as smooth lines overlaid on the bar chart.
Histogram Settings
| Setting | Default | Description |
|---|---|---|
| Show Gridlines | On | Horizontal gridlines |
| Show Legend | On | Series color legend |
| Show Values | Off | Value labels on bars |
| Show S-Curves | Off | Cumulative S-curve overlays |
| Bar Opacity | 0.8 | Bar transparency (0.1–1.0) |
| Max Units Line | Off | Horizontal line at the Max Units/Time value |
| Stacked | On | Stack bar series or show side-by-side |
The histogram uses Canvas 2D rendering for smooth, responsive visualisation even with thousands of data points.
Filtering
The Resources tab supports four layers of filtering that can be combined:
1. Simple Filter (Toolbar)
A quick dropdown filter for common criteria:
| Quick Filter | Effect |
|---|---|
| All Resources | No filter |
| Labour Only | RT_Labor resources |
| Material Only | RT_Mat resources |
| Equipment Only | RT_Equip resources |
| Active Only | Active resources |
| Over-Allocated | Resources exceeding max units |
2. Compound Filter Dialog
Open the advanced filter to build AND/OR conditions on any resource field. Supports:
- Greater than, less than, equals, not equals, contains
- Multiple conditions joined with AND / OR logic
- Save and reload named filter presets
3. Hierarchy Selection
Select specific nodes in the Resource Hierarchy panel to filter all views to that subset.
4. Text Search
Type in the search box to filter resources by name or ID. Uses a 300ms debounce for responsive filtering.
Data Model
Resource Properties
| Property | Type | Description |
|---|---|---|
| rsrc_id | string | Unique resource identifier |
| rsrc_name | string | Display name |
| rsrc_type | enum | RT_Labor, RT_Mat, or RT_Equip |
| max_qty_per_hr | number | Maximum units available per hour |
| unit_of_measure | string | Measurement unit (hours, tonnes, etc.) |
| cost_per_qty | number | Cost per unit |
| ot_cost_per_qty | number | Overtime cost per unit |
| parent_rsrc_id | string | Parent resource for hierarchy |
| clndr_id | string | Assigned calendar ID |
Resource Assignment Properties
| Property | Type | Description |
|---|---|---|
| task_id | string | Linked activity |
| rsrc_id | string | Linked resource |
| target_qty | number | Budgeted quantity |
| act_reg_qty | number | Actual regular quantity |
| remain_qty | number | Remaining quantity |
| target_cost | number | Budgeted cost |
| act_reg_cost | number | Actual regular cost |
| remain_cost | number | Remaining cost |
| target_start_date | date | Planned start |
| target_end_date | date | Planned finish |
Tips & Best Practices
- Use the By Resource Type hierarchy to quickly isolate labour, material, or equipment views
- Enable the Max Units Line in the histogram to spot over-allocation at a glance
- Select Cumulative Budgeted Units and Cumulative Actual Units together in the spreadsheet to create an earned-value-style view
- The time-phased spreadsheet is ideal for generating resource loading reports — select Monthly period for standard reporting
- Resize the histogram panel taller for better readability on large monitors
Related Documentation
- Activities Grid — View resource assignments on individual activities
- Quality Checks — Quality checks that validate resource assignments
- Editor: Undo & Redo — Resource assignment changes are tracked in the undo stack