Resources

DPlan's resource manager lets you define your project team members, assign them to tasks, and โ€” when cost tracking is enabled โ€” automatically calculate task and project costs based on each resource's day rate. Resources appear on task rows and Gantt bars, giving the plan a clear picture of who is responsible for each piece of work.

This page covers resource types, fields, task assignment, workload view, colour coding, material resources, and Work Calendars per resource (custom working days per person โ€” scroll to the bottom of this page or press Ctrl+F and search "Work Calendars").

Resource Types

DPlan supports three resource types, each with distinct cost calculation and reporting:

TypeIconCost BasisBest For
Person๐Ÿ‘คRate per day ร— task duration ร— allocation %Team members, consultants, contractors
Equipment๐Ÿ”งRate per day ร— task durationMachinery, vehicles, rented tools
Material๐Ÿ“ฆRate per unit ร— quantity assignedRaw materials, consumables, licensing

Person and Equipment resources are assigned in the People & Equipment section of the Task Editor. Material resources are assigned separately in the Materials section with a quantity field.

The Cost Summary report and Dashboard break costs down by these three types, giving a clear Labour / Equipment / Material split.

Opening the Resource Manager

Click VIEW โ†’ Resources in the ribbon (or SCHEDULE โ†’ Resources). The resource manager opens as a modal dialog. Resources are listed with their type icon, name, role/rate line, and working day schedule.

Adding a Team Member

  1. In the Resource Manager panel, click + Add Resource.
  2. Fill in the resource form fields (see below).
  3. Click Save Resource. The new team member appears in the list.

Resource Fields

FieldRequiredDescription
NameYesThe person's display name as it will appear on task rows and Gantt tooltips. Use consistent naming (e.g., always "First Last") so the assignee filter works reliably.
RoleNoJob title or functional role (e.g., "Senior Developer", "UX Designer", "QA Engineer"). Shown in the resource manager list and in the task assignment panel for context when assigning.
EmailNoFor reference only โ€” not used for notifications or integrations. Useful when sharing .dplan files with clients so they can see contact details in the resource list.
ColourNoA colour swatch assigned to this resource. The colour is used to tint the Gantt bar of any task assigned solely to this resource, and to colour the resource's dot/badge on the task row. Choose distinct colours for team members so the Gantt becomes a visual workload map.
Rate Per DayNo (required for cost)The daily cost of this resource in the project's currency. Used to calculate task cost: rate ร— task duration in days. If cost tracking is disabled in Settings, this field has no effect on display but is stored for future use.

Editing a Resource

Click the edit icon (pencil) beside any resource in the list. The form at the bottom of the panel populates with that resource's current values. Make changes and click Save Resource. The update propagates immediately to all tasks that reference this resource โ€” task costs recalculate, and the colour on Gantt bars updates.

Deleting a Resource

Click the delete icon (trash) beside the resource. A confirmation prompt appears: "Remove [name]? They will be unassigned from all tasks." Confirm to proceed. The resource is removed from the manager and unassigned from every task in the project.

Deleting a resource unassigns them from all tasks but does not change the free-text assignee field if you used the assignee field independently from the resource manager. Check task assignee fields after deleting a resource if you relied on the assignee field matching the resource name.

Assigning Resources to Tasks

  1. Double-click a task row (or press Enter) to open the Task Editor.
  2. Scroll to the Resources section within the Task Editor.
  3. Click in the resource selection field. A dropdown lists all defined resources by name and role.
  4. Click one or more resources to assign them. Each selected resource appears as a chip with their colour.
  5. To set a unit allocation (if one resource is only partially assigned, e.g., 50 % of their time), click the chip and set the allocation percentage. The cost calculation adjusts: rate ร— duration ร— allocation%.
  6. Click Save in the Task Editor.

The task row in the table now shows small coloured avatar dots for each assigned resource. On the Gantt bar, the bar takes on the colour of the first assigned resource (or a blended/striped pattern if multiple resources are assigned with distinct colours).

Viewing Assigned Resources on Task Rows

In the task table, the Assignee column shows:

Hover over the assignee cell to see a full list of all assigned resources for that task.

Assigning Multiple Resources

A task can have any number of resources assigned. This is useful when a task requires collaboration โ€” for example, a "Design Review" task might involve a designer and a product manager together.

When multiple resources are assigned:

Unassigning a Resource from a Task

Open the Task Editor, click the ร— on the resource chip you wish to remove, then Save. The cost for that resource is removed from the task's cost calculation.

How Resources Affect Cost Calculation

Task cost is calculated as:

Task Cost = ฮฃ (resource.ratePerDay ร— task.durationDays ร— resource.allocation)

Where allocation defaults to 1.0 (100 %) if not explicitly set. This formula runs automatically whenever a resource's rate, a task's duration, or a resource's allocation percentage changes.

Example:

The total project cost shown in the Dashboard and the cost column in the task table is the sum of all task costs across the project.

Resource Workload View

With the Resource Manager panel open, click the Workload tab at the top of the panel. This switches from the team list to a workload calendar showing each resource's task assignments laid out on a weekly timeline.

Each row is one resource. Each cell shows the tasks assigned to that resource for that week. Over-allocated periods (where the sum of a resource's task durations in a week exceeds their working days) are highlighted in red, indicating a scheduling conflict.

The workload view is read-only โ€” to adjust assignments, return to the Task Editor for individual tasks. Use the workload view to identify over-allocation and then redistribute tasks to under-allocated team members.

Pro tip: After running Auto Schedule, open the Workload view and check for over-allocation. Auto Schedule does not perform resource levelling โ€” it does not know that two tasks assigned to the same person in the same week may not both be achievable. Resource levelling is a manual step: identify conflicts in the workload view, then adjust task start dates or reassign resources.

Colour Coding on Gantt Bars

Resource colours have a direct visual impact on the Gantt:

Choose resource colours that are visually distinct and work well in both Light and Dark themes. Avoid very light colours (hard to see in light theme) and very dark colours (hard to see in dark theme).

Resources and the Assignee Field โ€” Relationship

DPlan has two ways to indicate who is doing a task:

Both can be used simultaneously. If you assign a resource from the manager AND set the free-text assignee field, both are stored. The resource manager assignment drives cost; the assignee field drives filtering. For simplicity, set the free-text assignee to match the resource name so both filters and cost calculations work consistently.

Material Resources

Material resources (๐Ÿ“ฆ) represent physical inputs or one-time purchases โ€” concrete, licensing, hardware, etc. Unlike Person/Equipment resources which cost per day, materials cost per unit.

  1. Open the Resource Manager (SCHEDULE โ†’ Resources).
  2. Set Type to ๐Ÿ“ฆ Material.
  3. Enter a Unit label (e.g., mยณ, ton, each, licence).
  4. Enter the Rate per Unit (cost per one unit).
  5. Click Add Resource.

To assign a material to a task:

  1. Open the Task Editor (double-click the task).
  2. Scroll to the Materials section.
  3. Set the quantity for each material resource. Cost is calculated automatically: quantity ร— rate per unit.
  4. Save the task.

The Material Consumption Report provides a procurement schedule โ€” all material assignments sorted by task start date, ready to share with a purchasing team. See Reports.

Work Calendars Per Resource

Each resource has its own working-day schedule. By default all resources work Monday to Friday. You can customise which days each resource works โ€” useful for part-time team members, weekend shift workers, or contractors with non-standard schedules.

Setting Working Days

  1. Open the Resource Manager (SCHEDULE โ†’ Resources).
  2. In the resource list, each resource shows a row of day buttons: Su Mo Tu We Th Fr Sa.
  3. Active (working) days are highlighted in blue. Inactive days are grey.
  4. Click any day button to toggle it on or off. At least one day must remain active.
  5. Changes save automatically.

How Working Days Affect the Plan

The resource's working day schedule is used to calculate the number of working days they contribute to a task. When you open the Task Editor for a task assigned to a resource, the Assignment Cost Settings section shows an information line for each resource:

๐Ÿ“… Mo Tu We Th Fr ยท 8 working days on this task

This tells you how many of the task's calendar days are actually working days for that resource. It helps you catch mismatches โ€” for example, if a task spans a period where the resource is scheduled off.

Pro tip: For a part-time resource (e.g., works Mon/Wed/Fri only), set their working days to those three days. The working-day count on each of their tasks will correctly reflect their actual availability โ€” preventing cost over-estimation.

See also: Cost Tracking, Reports, Dashboard, Filters.