Resources represent anyone or anything that can be assigned to project tasks. Allocating them to a project makes them available in the scheduling view, where you can drop them onto task bars. For the broader picture, see Scheduling and Resources.
A resource is exactly one of:
Each resource also has a display name, a Category (for filtering and grouping), and an optional Is Exclusive flag marking it as exclusive to the current project (single-project view only).
From the resource form, select one of Employee / Subcontractor / Asset (mutually exclusive), give it a name and a category, and optionally mark it exclusive. The new resource is added to the schedule's resource list immediately.
Allocation runs as a background process; once it completes, the resources appear in the schedule's Resource Utilization panel. To remove one, right-click it in the Resource Utilization panel and choose Unallocate Resource.
The panel below the Gantt gives you a roll-up view of who is allocated and how heavily they're booked. It scrolls in sync with the Gantt, and its right-click menu provides Allocate Resource and Unallocate Resource.
The panel is organized as a three-level tree:
The panel shows these columns:
| Column | Shows |
|---|---|
| Category | The resource's category |
| Resource / Project / WBS Task | The tree: resource → project → task name (with avatar on resource rows) |
| Start Date | Assigned task's start (on task rows) |
| End Date | Assigned task's end (on task rows) |
| Duration | Assigned task's duration in days (on task rows) |
| Units (%) | The allocation percentage |
| Hours | Estimated assigned hours |
Units and Hours roll up to the project and resource parent rows so you can see totals without expanding every branch. Hours sum across the assignments beneath a row; Units shows a duration-weighted average allocation across those assignments — a quick read on how booked a resource or project is overall.
Drag a resource from the Resource Utilization panel onto a task bar to create an assignment. The system prevents assigning the same resource to a task twice, and (in multi-project view) prevents assigning to top-level project rows.
Once assigned, the resource shows as an avatar badge on the task. Hover the avatar to:
You can also use the assignment picker in the Resource Assignment column, which groups available resources by category with a filter bar.
When you assign a resource to a summary task (a task that has subtasks beneath it), BlueCollar asks whether you'd like to apply that assignment all the way down. A Cascade Resource Assignment prompt appears — "Do you want to assign this resource to all descendant tasks?" — with two choices:
This keeps you in control: assign at the summary level for a quick fill-down, or keep it on the parent when that's what you intend.