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Project & Tasks Assignment

Wendy
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Resource Planning
Read-only mode. This dashboard is locked for editing. Click Unlock to edit in the header to switch on edit access.
Projects at a Glance
— projects · — avg complete · just now
Project Roadmap 25 projects
ProjectJan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26Nov 26Dec 26
P1SANDSTARActive20%
20%
P1SLIMPAYActive25%
SLIMPAY · 25%
P1OLGActive30%
OLG · 30%
P1AICODINGActive40%
AICODING · 40%
P1WETRACKActive45%
WETRACK · 45%
P2TRADESHOWActive35%
TRADESHOW · 35%
P2BULKVENDActive50%
BULKVEND · 50%
P2LAUNDRYActive53%
LAUNDRY · 53%
P2AIZENDESKActive20%
AIZENDESK · 20%
P2FLEETActive25%
FLEET · 25%
P2BILLINGActive30%
BILLING · 30%
P2GPAYActive35%
GPAY · 35%
P2TELEMETRYActive40%
TELEMETRY · 40%
P2LOCOMOBIActive45%
LOCOMOBI · 45%
P2H2HFISERVActive50%
H2HFISERV · 50%
P2BATCHCARTActive0%
BATCHCART · 0%
P3BILLING2Discovery0%
BILLING2 · 0%
P3CASHUBDiscovery0%
CASHUB · 0%
P3CAMPUSDiscovery0%
CAMPUS · 0%
P3TAPREADYDiscovery0%
0%
P3CODEREDMDiscovery0%
0%
P3AIRSERVEDiscovery0%
AIRSERVE · 0%
P3COINRPTDiscovery0%
0%
P3GPAYCPActive90%
90%
P1EXECDASHActive0%
EXECDASH · 0%
Active
Discovery
Queue
Discovery Document → Evaluate & Create Tasks Auto-extract

Paste discovery notes or upload a .txt / .md / .csv / .json file. We'll extract candidate tasks from bullets, numbered lists, and items under Tasks/Requirements/Features sections — then suggest an assignee per task based on role match + availability. Review, edit, and commit.

Client-side heuristics — best with structured docs (markdown bullets, numbered lists, CSV, or JSON).
New Project Intake Role match + availability
Roles Needed
Add one row per role you need. The engine will match by role first, then rank candidates by current availability.
Team Availability –
Current workload based on Sprint 24.
No suggestions yet. Fill in the project details on the left, add the role requirements, and click Suggest Team Assignments.
Current Team Utilization –
Reflects the team's live workload. If you accept a suggestion above, those hours are added here so you can see the new picture.
Team Utilization
–
Weighted across all members
Total Hours Booked
–
–
Free Capacity
–
Hours available this week
Availability
–
–

Resource Planning Dashboard

The full Resource Planning dashboard opens in a new tab where Add / Edit Project modals work natively with full scrolling and a visible Save button.

Tip: changes you save in the new tab are stored in your browser and stay across reloads of either page.
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