Resource Management

Track skills, availability, capacity and more

Our resource management tools deliver exactly what project and resource managers need to plan and execute projects. Based on over ten years of customer-driven research, Cloud Coach includes the most important tools that project managers depend on.

Build Your Skills Matrix

To match your business

With Cloud Coach Resourcing, you’re in control of your skills and work-types. Create custom work roles, and then specialize them through secondary skills for dynamic resource assignment.
  • Create skills to match your unique business
  • Specialize your skills by adding sub-categories
  • Map your project tasks to your skills
Tier 1 1


Product Tour Slides PTRM 1 1024x683 1
Product Tour Slides PTRM 2

Match Capabilities

Against your team members
Whether your users have one role or two, Cloud Coach allows you to map your resources to multiple work-types and skills.
  • Match users to skills for resource assignment
  • Go deeper with secondary skills
  • Drive capacity planning with assignments
Tier 1 1


Block Out PTO

And other non-project work
Allow for non-project work and PTO time in your resource load and capacity planning with Cloud Coach’s Resource Requests, and ensure your users are never overbooked.
  • Effortless quick-entry for PTO requests
  • Block out a percentage of your day
  • Create skills and hours based placeholders
Tier 1 1


Product Tour Slides PTRM 3 1024x683 1
Product Tour Slides PTRM 4

Real Time Availability

When assigning project work
When it comes time to assign your users to a task, resource allocation couldn’t be easier. With Cloud Coach, you can allocate your resources to tasks in one easy screen.
  • See available users based on skill and availability
  • Link multiple skills to a task
  • Assign multiple users to a single task
Tier 1 1


Company Wide

Real time resource loading
Of course seeing availability of resources at the task level is great, but what about when you want to look a little wider and view how busy your whole organization is? That’s where Cloud Coach Resource Load comes in:
  • See all your users or filter by team, skill or more
  • Color-coding to give you visibility into availability
  • Drill into users to see what they are working on
Tier 1 1


Product Tour Slides PTRM 5b
Product Tour Slides PTRM 6

Available Capacity

For forward planning
When you’re trying to plan for how much work your company can take on in the coming months sometimes, it’s hard to see the forest for the trees. So we created a resource capacity page to give you insights into:
  • Upcoming capacity by month
  • Filter by skill type
  • View as a % of total capacity you have
Tier 1 1


Want to Learn More?

We’d be happy to provide a bespoke 1:1 demo on how Cloud Coach can benefit for your business.

Schedule a tailored demo with one of our project specialists.

medal 2 1
reCAPTCHA logo@2x

protected by reCAPTCHA

medal 2 1

Enter your details to view this demo video

Before you leave…

Sign up to receive the latest project tips and tricks directly from Cloud Coach.

Email Address

Cloud Coach cares about your privacy. We may use this information for our legitimate interests to provide you with information about products or services that may be of interest to you. You can of course unsubscribe from our emails at any time. Learn more by reading our Privacy Policy.

Thank you

A Cloud Coach advisor will be in contact by email within one working day to arrange your demo.