Resource management

  • Updated

The Resources module in Content Marketing Platform (CMP) gives admins a centralized view of team capacity, scheduling, and time tracking. Use it to spot workload imbalances, schedule and reassign steps, and compare estimated versus actual hours across your team.

Prerequisites

You must have an Admin role in CMP to access the Resources module. Users with Creator, Collaborator, Guest, or Library View-Only roles do not have access.

If your organization uses Opti ID, the CMP Admin role alone does not enable user management. To manage users, you must also have the Opti ID Admin Center Super Admin, Product Admin, or Instance Admin role. For a full overview of CMP roles, see Manage permissions and custom roles.

Resources

The Resources module includes three tabs. Each tab serves a different purpose in managing your team's work.

  • Workload – Displays a heatmap grid of each team member's assigned hours by week. Use it to spot who is over capacity, on track, or has available bandwidth.
  • Planner – Displays a day-by-day calendar of assigned steps. Use it to reassign steps, adjust due dates, and fill gaps in your team's schedule.
  • Reports – Summarizes estimated versus actual hours for completed steps. Use it to evaluate how accurately the work was scoped.

For detailed instructions on each tab, see the following articles:

Filter views

All three tabs share a common set of base filters: People, Time Zones, and Total Weekly Capacity. Click the filter icon at the top left of the heatmap to show or hide the filter panel, or select Collapse All within the panel to collapse all filter sections at once. Filter selections persist when you switch between the Workload and Planner tabs, so applying a filter in one carries over to the other. 

You can add additional filters (Campaign, Step Status, and Task) by selecting + Add Filters at the bottom of the filter panel. These filters apply to the Planner and Reports tabs and do not carry over to the Workload tab.

Filter by team member

  1. Open the People search field and type a name to search, or scroll the list.

  2. Select the checkbox next to one or more team members. The heatmap updates to display only the selected team members.

Filter by time zone

  1. Open Time Zones search field and type to search by region or city, or scroll the list.
  2. Select the checkbox next to one or more time zones. The heatmap updates to display only team members whose profiles match the selected time zones.

Filter by weekly capacity

  1. Open the Total Weekly Capacity search field. 
  2. Select one or more capacity ranges to filter by configured weekly hours, for example, to distinguish full-time, part-time, and contractor schedules. The heatmap updates to display only team members whose configured capacity falls within the selected ranges.

Clear filters

To clear filters, select the × on the filter tags to remove selections or switch to a saved view with no filters applied.

Save and reuse views

To save a filter configuration for reuse, click Save View, enter a name for the view, and click Save in any tab. Saved views display in the Saved Views drop-down list at the top of the page and work the same way across all three tabs. Select the view you want to apply, and the heatmap updates to reflect the filters and settings stored in that view.

The tabs save your last filter state automatically, so your most recent filters are restored the next time you log in, even without saving a named view.