Skip to content

For Resource Managers

You allocate people across projects and need to spot conflicts before they become problems. TruePPM gives you per-task resource assignment within projects today, with cross-project visibility on the enterprise roadmap.

The clearest thing to try is capacity preflight. When a sprint is activated, TruePPM checks the committed story points against the team’s available hours and flags anyone who is over-allocated — before the sprint starts, not on day 8 when it’s too late. It’s the project-scoped version of the conflict warning you’re really after.

Assignments carry fractional units and work hours, so a person can be 60% on a task rather than simply on or off. When someone’s daily load within a project crosses 100%, TruePPM flags the over-allocation automatically.

In the web app you assign people to tasks from the task drawer. If you’d rather build allocation reports the way you build spreadsheets, every resource and task-resource has a full REST endpoint:

Terminal window
# Assign a resource to a task
curl -s -X POST http://localhost:8000/api/v1/task-resources/ \
-H "Authorization: Bearer $TOKEN" \
-H "Content-Type: application/json" \
-d '{"task": "<task-id>", "resource": "<resource-id>"}'

When a scheduler changes the plan — re-sequences tasks or adjusts durations — the schedule recalculates automatically and connected clients get a WebSocket update. You see allocation changes as they happen.

Run these steps in order — they start from a machine with nothing running.

  1. Start the stack and seed the demo. From your TruePPM checkout (if you have not installed yet, start with Installation):

    Terminal window
    make up
    docker compose exec api python manage.py seed_demo_project --with-personas

    The command prints the six persona logins and their shared password when it finishes. On a local Docker stack (DEBUG=True) that password is demo; anywhere else it is $TRUEPPM_DEMO_PASSWORD if you set it, otherwise a random token printed once — copy it before you clear the terminal.

  2. Sign in as the resource manager. Open http://localhost:5173 and sign in as sarah — Sarah Lee, seeded with the Scheduler role.

  3. Open capacity preflight. In the left navigation rail, under Deliver, click Sprints (/projects/:id/sprints). The capacity preflight panel is in the top half of the metrics row’s right column. It surfaces an over-allocated member before the sprint is activated — that’s your core test, catch the conflict before it’s locked in, at project scope.

  4. Look at an assignment. Open People → Resources (/projects/:id/resources) for the roster, then open any assigned task from the board or schedule and read its assignment in the drawer. Units and work hours are fractional, not a binary 100% / 0% — the demo seeds a 0.8 DevOps engineer and a 0.5 resource manager, so the roster is not everyone-at-100%.

Be clear-eyed about the gap. Your top two criteria — one view of a person across all their projects, and a pre-commit warning that fires across projects — land in 0.5. Today the conflict check is per-project. A pre-0.5 evaluation should expect that; it’s sequenced on the roadmap, not an oversight.

TruePPM’s resource management is single-project in scope today:

  • No cross-project view yet — resource assignments are per-project; there is no single dashboard showing a person’s load across all their projects
  • No cross-project conflict detection yet — overlapping assignments across projects aren’t flagged (planned for 0.5)

The cross-project pieces are the heart of your job, and they are prioritized on the roadmap for 0.5.

FeatureStatusEdition
Resource allocation percentagesShipped (0.2)Community
Resource view (per-project)PlannedCommunity
Cross-project resource view (within a program)PlannedCommunity
Cross-program resource levelingPlannedEnterprise
Resource heat map (cross-portfolio)PlannedEnterprise
Capacity forecasting (portfolio scope)PlannedEnterprise
Conflict detection and alertsPlannedCommunity
  • Installation — stand up an instance, or send this to whoever will
  • Quickstart — the shortest path from install to a populated project
  • API reference — the Resources and Task-Resources endpoints
  • Resources — roster, capacity profiles, and allocation
  • RBAC model — the Admin role or above is needed to manage resources