Resources & Skills

TruePPM models the people who do the work as resources. Resources live in a Workspace-wide catalog, carry skills at a proficiency level, join a project roster, and get assigned to tasks at a fractional capacity. When you assign someone, TruePPM surfaces soft warnings if their skills don’t match the task or if they’re overcommitted.

0.1

The resource and skill catalog shipped in 0.1 and is part of the Community (OSS) edition. Cross-program resource leveling and portfolio-wide heat maps are part of the Enterprise edition.

The resource catalog

A resource has a name, email, job role, an optional calendar (to model individual availability), and a max units value expressing capacity — 1.0 is a full-time equivalent, 0.5 is half-time. Resources are Workspace-level: create them once and use them across projects. Removing a resource soft-deletes it, so historical assignments stay intact, and it can be restored later.

Skills and proficiency

A skill is a Workspace-level tag (optionally grouped into a category). Tag a resource with the skills they have at one of three proficiency levels — Beginner, Intermediate, or Expert. Skill names are de-duplicated case-insensitively, so “React” and “react” resolve to the same skill.

Tag skills inline from a resource’s detail panel: choose a proficiency, then search the catalog under + Add skill. Each selection is added immediately and the search clears, so you can tag several skills in a row; skills already on the resource are hidden from the results.

Rosters and assignments

• Project roster — add resources to a project before (or without) assigning them to specific work. A roster entry can override the resource’s job role or capacity for that project.
• Task assignment — assign a resource to a task at a fractional units value (e.g. 0.5 for half their capacity). Assigning someone who isn’t yet on the roster adds them automatically.

Skill-fit and overallocation warnings

You can attach skill requirements to a task — the skills (and minimum proficiency) the work needs. When you assign a resource, TruePPM evaluates the fit and returns it with the assignment:

• Exact — the resource meets every requirement.
• Partial — some requirements met, some short on proficiency.
• Missing — the resource lacks one or more required skills (listed explicitly).

Separately, if a resource’s committed allocation across active tasks exceeds their max units, the assignment comes back with an overallocation warning. Both checks are soft — they inform the assigner but never block the assignment, so you stay in control.

What a resource manager can do today

1. Maintain the Workspace resource catalog (name, email, role, capacity, calendar).
2. Maintain the Workspace skill catalog and tag resources with proficiency.
3. Build per-project rosters with role and capacity overrides.
4. Assign resources to tasks at fractional capacity.
5. Define per-task skill requirements and see skill-fit on assignment.
6. See overallocation warnings when someone is overcommitted.
7. View project utilization across the team.
8. Deactivate and restore resources; remove them from a roster (cascading task assignments when forced).

API

The catalog and assignment surfaces are exposed under /api/v1/resources/, /api/v1/skills/, /api/v1/resource-skills/, /api/v1/project-resources/, /api/v1/task-resources/, and /api/v1/task-skill-requirements/. Reading resources requires any authenticated user. Editing the resource catalog requires the Project Manager or Project Admin role on at least one project; editing the skill catalog, rosters, and task assignments requires the Resource Manager role or above on at least one project.