Staffing your Team

Staffing your Team

Learn how to configure the Resourcing module to effectively plan & estimate your team's workload

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About this course

Do any of these overall business goals sound familiar?

  • You want to gain visibility into the clients & tasks that are taking most of your team's time
  • Ensure you are aligning your estimated time with how the team is actually spending time
  • Find the most labor-intensive work in your team, and try to optimize this
  • Document for clients the time you spend above and beyond working on their projects

You're in the right place. We're going to walk through how to configure Hive's Resourcing module, so you can start uncovering these insights and drive some change in your organization!

Note: It's preferable that you're starting with your projects already created & entered in Hive, so check out one of our other Use Case guides if you haven't completed that step yet.

Curriculum21 min

  • Step 1: Turn on Resourcing in Hive Apps
  • Turn on Resourcing App 1 min
  • Step 2: Create Your First Resource Assignments
  • Pick your Resourcing "Zoom Level" 🔎 3 min
  • Resource Your Team's Time by Project 8 min
  • Step 3: Create Teams
  • Create teams and set all employees' teams in Resourcing 2 min
  • Step 4: Add User Roles & Tags
  • Add Roles & User Tags 2 min
  • Step 5: Create Placeholders
  • Create and assign Placeholders 3 min
  • Step 6: Invite Your Teammates
  • Notify your team of the new resourcing process 2 min
  • Recap & Next Steps
  • What's next?

About this course

Do any of these overall business goals sound familiar?

  • You want to gain visibility into the clients & tasks that are taking most of your team's time
  • Ensure you are aligning your estimated time with how the team is actually spending time
  • Find the most labor-intensive work in your team, and try to optimize this
  • Document for clients the time you spend above and beyond working on their projects

You're in the right place. We're going to walk through how to configure Hive's Resourcing module, so you can start uncovering these insights and drive some change in your organization!

Note: It's preferable that you're starting with your projects already created & entered in Hive, so check out one of our other Use Case guides if you haven't completed that step yet.

Curriculum21 min

  • Step 1: Turn on Resourcing in Hive Apps
  • Turn on Resourcing App 1 min
  • Step 2: Create Your First Resource Assignments
  • Pick your Resourcing "Zoom Level" 🔎 3 min
  • Resource Your Team's Time by Project 8 min
  • Step 3: Create Teams
  • Create teams and set all employees' teams in Resourcing 2 min
  • Step 4: Add User Roles & Tags
  • Add Roles & User Tags 2 min
  • Step 5: Create Placeholders
  • Create and assign Placeholders 3 min
  • Step 6: Invite Your Teammates
  • Notify your team of the new resourcing process 2 min
  • Recap & Next Steps
  • What's next?