Klient Feature Spotlight
Workspace Resource View: Manage Resource Allocation Directly in Your Salesforce Gantt
Klient PSA’s Workspace Resource View adds Group By Role and a Resource Workload histogram to the project Gantt — so you can see who’s overbooked and plan capacity without ever leaving Salesforce.
Here’s the thing: your capacity picture usually lives somewhere other than your plan — a spreadsheet, a separate report, or honestly just someone’s gut feel. So you end up bouncing between the task timeline and a capacity view, trying to work out who’s free, who’s swamped, and whether the right roles are on the right work. And when someone’s quietly overbooked, it tends to surface too late — as overtime, a burned-out team, or margin you didn’t need to give up. (The opposite stings too: idle time is hours you could have billed.) Workspace Resource View just puts the answer where you already work — right in the Gantt.
See Workspace Resource View live — book a demo →
Both toggles on: a role-grouped Gantt with the Resource Workload histogram and capacity grid below. The Developer role here is booked at 195% of capacity, shown in red.
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What is Workspace Resource View?
Workspace Resource View is how Klient PSA brings Salesforce resource management right into the project Gantt. It’s a pair of independent toggles in the Workspace — Group By Role and Resource Workload — that you switch on from the Toggle Options button. Use either one on its own, or both together. It reorganizes the timeline by role and overlays a workload-versus-capacity view, in the same single-project Workspace screen you already use to manage tasks and dates. Your settings stick automatically to the Workspace Preset.
How Workspace Resource View works in Salesforce
Group By Role
Switch on Group By Role and the Gantt grid reorganizes so roles become top-level, blue-tinted header rows. The people assigned to each role sit as sub-rows underneath, with their task bars lined up on the timeline. You see the plan the way you actually staff it — by role.
Resource Workload histogram
Switch on Resource Workload and a panel appears below the Gantt with a capacity histogram and a resource grid. Blue bars mean normal allocation; red bars mean someone’s overbooked for that stretch. The grid breaks it down per person across four columns: Resource, Workload (assigned hours), Capacity (available hours from their weekly schedule), and % Scheduled (workload ÷ capacity). New to the idea? A resource histogram is just a bar chart of allocated versus available hours per period — here it’s live inside the Gantt instead of a separate report.
Both toggles live under Toggle Options in the Workspace toolbar — flip either on, no setup or configuration needed. Workspace Resource View lives in the single-project Workspace view (not the Global or Editable views).
Traditional resource planning vs Workspace Resource View
| Traditional workflow | With Workspace Resource View |
|---|---|
| Scan task assignments manually in the Gantt. | Turn on Group By Role and Resource Workload from Toggle Options. |
| Jump to a separate resource report or allocation screen. | Glance at the histogram right below the Gantt for red overallocation bars. |
| Cross-reference the report against the task list to find conflicts. | Adjust assignments directly in the Gantt; the histogram updates as you go. |
| Go back to the Gantt to adjust, then re-run the report to confirm. | Assess and adjust in one screen, with live capacity data. |
What it means for your business
Catch overbooking before it costs you
The moment someone tips over 100%, you see it — red bars, right in the timeline. That’s your chance to fix it before it turns into overtime or a burned-out team.
Put idle time back to work
Under-booked people are hours you could be billing. They’re easy to spot here while there’s still time to do something about it.
Decide without leaving the Gantt
Live capacity sits right under your tasks, so you can re-staff on the spot — no exporting, no separate report — and it remembers your setup next time.
Who it’s for
Workspace Resource View is built for the project and resource managers at professional-services firms of 50–1,000 people who run delivery on Salesforce. It’s part of Klient PSA, the Salesforce-native PSA platform, and works alongside Klient’s broader Salesforce resource management capabilities.
Plan resources without leaving Salesforce — book a demo →
Workspace Resource View FAQ
What’s the difference between Group By Role and Resource Workload?
Group By Role reorganizes the Gantt so tasks are grouped under role and resource header rows. Resource Workload adds a histogram and grid below the Gantt showing assigned hours versus capacity. They’re independent — use either alone or both together.
How is overallocation shown?
Overbooked periods show up as red histogram bars, and the resource grid shows a % Scheduled above 100% for that person. Normal allocation shows in blue.
Where is Workspace Resource View available?
In the single-project Workspace view only — not in the Global or Editable Workspace views.
Do my toggle settings persist?
Yes. Toggle states, histogram panel height, and column widths all save automatically to your Workspace Preset.