Resource Management Guide

Use Clients to represent internal departments so you can segment time data even when billing isn’t involved. Treat Projects as initiatives or campaigns to connect effort to business priorities. Apply Tags to track work types.

For example:

• Client: Product, Marketing, Customer Success
• Project: Sprint #38, Q4 Campaign Planning, Onboarding Workflow Review
• Tags: Meeting, Admin, Deep Work, Review and Feedback

Define how many hours each person is expected to work. Timely tracks logged time against that limit, so you can catch overtime or underutilization early — before it becomes a pattern.

Teams are already reflected in projects when you use clients to represent departments (see step 1), but the Teams feature in Timely lets you assign an entire department to a project with a single click — making setup faster and more consistent as you scale.

Use the People tab to see how each person is tracking against their capacity. Spot who’s overloaded, or who could take on more, at a glance — and act on it before the next sprint kicks off.

With your workspace set up this way, you can easily report on both overtime and underused capacity across people and teams. See exactly where time is spent, and compare planned hours against actuals to spot gaps and overages.

For reports to be accurate, and truly useful, you’ll need to account for offline time as well. Define clear categories up front, so it’s easy for the team to log non-working time without friction.

A simple setup might include:

• Client: Overhead & Leave
• Projects: Leave, Lunch Breaks, Sick, Commute