Resource Availability and Workload (v8.xx)

Resource Availability and Workload (v8.xx)

Many companies face the challenge of meeting project requirements without overstaffing or under- utilizing resources. Having a solution to plan and manage resource capacity and balance it against work demand is a required component of any project and resource management strategy.


Geniusproject provides a centralized resource pool management tool which provides a real time view of resource usage across all projects and spanning across multiple [Projects] modules (if applicable). It offers a set of simple graphical views displaying resource workload and free time, and includes advanced search functionality to find resources based on profile definition and required availability.


The [Resources] module computes the availability for each resource based on their defined working period, unavailability definition (holidays, training), public holidays and all project assignments. See Availability calculation for more information.


There are four main ways to check resources availability and workload:


  • Visual representation of resource workload: All views available from the [Resources] tab provide an overview of resource availability. These views display workload, free time, possible conflicts by day, by week, by month, by type or by skill for each resource.

  • Consult the workload of a given resource: Each resource has an "Availability" document that displays a day-by-day plan of their workload. It provides access to assignment information and includes personal and business details, as well as the resource’s skill set.

  • Search for available resources based on specific requirements: Searches for resources can be performed based on company, type, skills, location, department, availability range and many more criteria.

  • Genius Planner Workload chart: Genius Planner includes a graphical view of a resource’s workload, displayed in a Gantt chart style. It includes all tasks the resource is assigned to, as well as work day unavailability and percentage of availability (known as the "Global Unavailabilities").

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