Resource management is the method of balancing the distribution of work across members of the team by predicting the effort of individual tasks.

Predictions represent the weight or complexity of a task and are designed to help teams estimate the amount of effort required to accomplish it. They serve multiple purposes, such as:

Nifty offers two key ways to predict task effort: Estimates and Story Points.

Both of these predictive units represent the weight or complexity of a task and are designed to help teams estimate the amount of effort required to accomplish it.

Whether you're using Estimates or Story Points, you'll fundamentally be comparing the values of the predictive unit against the capped bandwidth of an individual.

In order to manage resources in Nifty, you'll need to set up the following:

The set up is small, but the benefits are massive! Let's dive in.

While you can use a mixture of both predictive units throughout Nifty, one will be set as the default across projects with the ability to override the workspace selection on a per-project basis.

Start by accessing your Workspace Control Center panel via the dropdown menu.

In the Planning section of the Control Center, select between Story points and Hours. If you do not plan to utilize resource management and want to disable both predictive units, select None.

Select the Projects tab of the Control Center and specify the project in which you wish to override the workspace default. From there, update the Estimation unit.

Capacity is the amount of work a member of your team is determined to be able to handle.

For example, if your typical work day is an 8-hour day Monday - Friday, your capacities will be:

Working hours will set the default baseline for how many hours a week your team works. Note that both the time zone working hours can be adjusted on a per-user basis, as shown in the next section.

Within the Planning screen, start by selecting the default workspace time zone.

Your workspace will have default working hour blocks which can be updated when clicked. These blocks indicate the overall time your employees are available for work on a daily basis.

You can also indicate days off or Add a break if your company has a break period between working hours.

Use Copy to... to quickly apply these parameters to other days.

As you adjust the working hours on a per-day basis, the weekly total will update. This value is the hourly capacity of each team member unless otherwise specified.

If you want to indicate that certain members of your team have different work schedules than others, select the + Give someone their own hours option.

Once you've selected the individual, you can update their specific time zone and work schedule to define their availability and capacity.

By assigning a prediction to tasks, your team can understand the effort of each task in relation to other tasks, as well as in relation to member's workloads.

How you create this prediction depends on the predictive unit you're using:

The workspace's default predictive unit (unless overridden on the project level) will appear inside of a task.

The efforts assigned to a Task will also be attributed in full to each assignee of the task (more on this later in the article).

Lists in your roadmap will aggregate the amount of Story Points assigned to the open and completed tasks within it. In this way, a list provides two reporting metrics:

Now that we've assigned predictions to tasks and tracked them on Lists, we're able to compare the bandwidth of individuals.

Workloads is the weekly resource tracker that will show the capacity of members of your team. These capacities were determined when workspace and individual working hours were established.

In the Day view of your Calendar, select Group by: Assignee. Note that the Group by icon may look like a series of columns.

You can toggle on/off which of your team members you'd like to account for in capacity planning.

Additionally, ensure that Capacity is enabled under the Show icon.

> Why is 1 point commonly used as 1 day of work?

Tasks without start dates will reflect a duration equal to their amount of points in Workloads. So a task with 3 points will appear to last 3 days assuming no start date is given. Start dates override the Story Point duration in Workloads.

> Will Nifty prevent me for assigning over capacity?

While a member's capacity will appear in red once it is exceeded, Nifty will not prevent you from assigning beyond one's capacity.

> Can I remove weekends from my Workloads?

The Workspace Owner can disable Weekends from calendar and timeline views (which will also remove them from Workloads) from the Planning tab of the Workspace Control center.

> Do predictive values split amongst assignees?

Predictive values attributed in full to all assignees of a Task, with no option to distribute these points at this time.