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monday.com Resource Management Guide 2024

Writer's picture: Josh JebathilakJosh Jebathilak

Resource Management Best Practices
Resource Management Best Practices

Are you struggling to effectively allocate resources and maximize your team's potential? Monday.com has the solution you've been searching for.


Efficiently managing resources is critical to a companies profitability. Monday.com has developed a easy to use resource allocation solution that combines the power of their platform with a well-designed workflow, enabling organizations to streamline their processes and maximize ROI.


  • Centralized platform integrates project management, resource planning, and capacity tracking

  • Empowers organizations to make data-driven decisions and optimize human capital

  • Real-time calculations, user-friendly interface, and intuitive workflow

  • Must-have for organizations looking to:

  • Gain a competitive edge

  • Improve project outcomes

  • Foster a more productive workforce

  • Revolutionize the way you manage your team's potential with Monday.com today


Resource Management in monday.com
Resource Management in monday.com


1. Four interconnected boards and a dashboard provide a comprehensive overview of:

  - Resource availability

  - Project timelines

  - Capacity planning


2. Employee directory board:

  - Lists all employees

  - Calculates available hours on a yearly basis

  - Integrates with project portfolio view


3. Resource planning board:

  - Allows for granular resource allocation (100%, 50%, 25%)

  - Utilizes sub-items for precise allocation throughout project lifecycle

  - Flexible and adaptable to complex projects


4. PTO board:

  - Aggregates employee time off, training, and non-project activities

  - Enhances accuracy of capacity planning


5. Dashboard:


  - Bird's eye view of resource allocation landscape

  - Identifies employee bandwidth for new projects

  - Offers insights at role and team levels

Resource Planning Dashboard monday.com
Resource Planning Dashboard monday.com

Key benefits:


- Real-time calculation of capacity pool and occupancy rate

- Dynamically updates based on project assignments, PTO, and other factors

- User-friendly interface and intuitive workflow

- Empowers data-driven decisions and maximizes human capital ROI


Monday.com's resource allocation solution is a must-have for businesses navigating the challenges of a complex and dynamic environment. By harnessing the power of technology, organizations can:


- Gain a competitive edge

- Improve project outcomes

- Foster a more productive and efficient workforce






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