Resourcing used to stop at the edge of a project, so "has anyone got room for this?" meant opening projects one at a time and adding up. A new Resourcing page reads every project at once, one row per person, and shades the weeks that are filling up.
Resourcing sits in the sidebar as its own page: people down the side, weeks across the top, each cell shaded by how much of that person's week is already committed.
Expand someone to see the breakdown behind the number — a row per project they are on, plus their booked leave — and select a project row to go straight to it.
Bank holidays come out of the week, and booked leave counts alongside project work rather than shortening it, so the same hours can read comfortably in one week and over capacity in the next. Leave only counts while the HR area is enabled. A bank holiday is named in the tooltip and hatched on the leave row rather than raising a warning of its own.
Look 13, 26 or 52 weeks ahead, jump back to the current week, and narrow the grid by person or by project. A person's own total stays whole under a project filter, so a filtered view never makes a full week look free.
A Most resourced workspace members widget on the dashboard puts the six people under the most pressure in front of you, anyone over capacity first.
Open to Owners, Admins and Editors on any plan. Viewers do not see it.
Notes, issue descriptions, project overviews, roadmap items and contact records all share one editor, and it now does tables. Paste one in from a spreadsheet or a markdown file and it arrives as a real table rather than a row of pipes.
Insert a table from the slash menu, or with Ctrl/Cmd-Alt-T. Tab and Shift-Tab move between cells.
Hover between two rows or columns and a dot expands into a plus for inserting one there. Hover a row or column itself for its delete control.
Drag a column edge to resize it. A table wider than the space it has scrolls sideways rather than stretching the page.
Pasting a markdown pipe table converts it, alignment and inline formatting included.
The last remaining row or column cannot be deleted, so a table can never collapse to nothing.
See what your plan and your tasks actually add up to
A deliverable now shows its own figures with its tasks rolled up beneath it, and inherits from them until you set your own. Where the two disagree, Planning says so instead of quietly adding them together.
A deliverable's row carries one figure per column: its own. A locked Cumulative row above its tasks carries the roll-up.
Leave a cell empty and it inherits from the tasks below, shown muted, and keeps following as they change. Type a figure in and it holds.
Clear a figure you have typed and the cell goes back to inheriting.
Amber flags and a ±Xh mark the places where the tasks add up to more than the deliverable allows, with a count of everything still to reconcile at the top of the page.
Cells are editable in place, and a toggle switches the whole table between hours and days.
Some of your figures will change on release
This is a correction rather than a regression, but it is worth knowing about before you notice it. Nothing you have entered has been altered.
Allocated on a deliverable will drop. It used to add the deliverable's own figure to all of its tasks' figures, roughly doubling it, which also meant deliverables could be flagged over budget when they were not. It now describes the deliverable itself.
Column totals will drop on projects with nested tasks, for the same reason: the header was counting both deliverables and their tasks.
Allocated now means this issue only, everywhere outside Planning. The issue panel drops its "(inc. children)" label, and the Resourcing card, its totals and the allocation editor all follow.
Already broken the work into deliverables and tasks? Pull that structure straight into a quote instead of typing it out again. Names and structure only, so you still set every figure yourself.
Two ways in: the dropdown beside Add group inside a draft quote, or Import from deliverables next to Create new on the quotes list.
Two shapes: deliverables as groups with their tasks inside them, or one flat group with a line per deliverable.
You pick whole deliverables and their tasks come with them, in the order you have arranged them rather than the order you tick them.
Completed deliverables are listed but left unticked, so re-quoting delivered work is possible without being an accident. Archived ones do not appear.
Importing always adds. Nothing already in the quote is changed, and your deliverables and tasks are never touched.
Importing deliverables and tasks into a draft quote.
A quote has to be worth something
A quote whose lines all price at nothing would report the project as earning nothing. Trellis now says so while you are drafting, and asks you to confirm before it goes out.
A warning appears above the deliverables as soon as the quote is worth nothing, with a quieter note counting any lines still left empty. Both update as you type.
Approving or sending one asks you to confirm first. You can still go ahead, since a placeholder quote is sometimes deliberate.
What counts is the total, services and outcosts together, so a quote made only of outcosts goes out normally.