Launch
Grant Thornton Professional services02893-01Solar Century Africa Energy engineering 73992-01
  1. Getting started
  2. The organization
  3. Project management
  4. Task management
  5. Budgeting
  6. Change management
  7. Resource allocation
  8. Time tracking
  9. Expenses
  10. Clients and invoicing
  11. Leave tracking
  12. Real-time reporting
  13. Proposals
  14. Templates
  15. Integrations
  16. Vendors and invoicing
  17. Equipment
  18. Account settings
  19. Open API

Project-Level Resource Allocation & AI

Staffing project roles with the right talent at the right price point is critical to maintaining delivery velocity and project profitability. In missionX, project-level resourcing combines structured role definitions in Budget Pro with real-time workload visualization in Gantt charts.

People & Roles in Budget Pro

In your project workspace, navigate to Budget Pro → People & Roles to configure project staffing:

Role SettingHow It WorksBudget & Invoicing Impact
Project Role DefinitionCreate custom roles (e.g., Senior Fullstack Developer, UX Researcher, Scrum Master) required for the project's scope of work.Forms the baseline structure for task-level bottom-up budgeting and timesheets.
Internal Cost RateSpecify the hourly labor cost for the role (or inherit organizational defaults).Used to calculate actual project cost as timesheets are logged against deliverables.
Billable Client RateFor billable projects, set the agreed hourly rate billed to the client.Drives real-time revenue accrual, profit margin calculations, and client invoice generation.

AI role-fit recommendations

Instead of guessing who is free across the organization, click the AI Staffing button next to any open role:

Matching CriteriaSystem Analysis
Real-Time AvailabilityThe AI evaluates all active project assignments across the organization, calculating each person's true unallocated bandwidth during the required sprint timeline.
Leave & Vacation ChecksAutomatically flags scheduled holidays or pending leave requests so you avoid staffing someone who will be unavailable during critical milestones.
Skills & Domain ExperienceScores candidate profiles based on primary role titles, past project successes, and tagged capabilities.
Ranked Match ScoresPresents a list of top candidates ranked by compatibility percentage with instant one-click assignment.

Gantt Resource View (Workload along timeline)

When building out your schedule in Gantt view, toggle the Resource View panel to see daily workload distribution:

  • Daily Workload Bars: Visual indicators display each assigned team member's daily hours directly beneath the project timeline.

  • Conflict Highlighting: If overlapping tasks require more than a person's standard daily capacity (e.g. > 8 hrs/day), the bar highlights in red to signal a scheduling conflict.

  • Instant Re-Balancing: Drag task date handles or reassign tasks directly in the timeline to smooth out resource spikes.

Tip: Team members assigned in People & Roles automatically appear in timesheet drop-downs for that project, ensuring only authorized roles log billable time.

Next steps

Explore enterprise-wide resourcing in Organization Resourcing & AI Allocation.