Project resources & bookings
The Resources tab is where you allocate people to a project, plan their bookings, and surface conflicts with other projects.
Adding people to a project
Two patterns:
A — From HR: people already in your Tribe (HR) module can be booked onto projects without needing to invite them as users.
B — From Sageon users: invited Sageon users can be added as project members with RACI roles.
From the project → Resources → + Add resource:
- Pick a person
- Set their role on the project (PM, Tech Lead, Developer, BA, etc.)
- Set % allocation (0-100% of their time)
- Set start and end dates of the booking
Conflict detection
If a person is booked >100% across multiple projects in a given week, Sageon flags it as a resource conflict. You'll see it on:
- The Resources tab (red warning)
- The portfolio-level resource view
- The person's HR profile
Time vs. bookings
A booking is the planned commitment. Time entry in Tally is the actual logged time. Sageon Business compares the two to compute utilisation.
Utilisation reporting
Per-person utilisation = logged hours / available hours. The HR Analytics page surfaces this org-wide.
Tips
- Don't book everyone at 100%. Allow 20% for meetings, admin, holiday.
- Re-plan when slips happen. A 2-month slip on Project A means resources are tied up for 2 more months — re-book accordingly.
- Match HR records to projects. A booking against a person who's left the company is dead data.