Staffing is the place where you can manage your company’s human resources by adding different business units/departments, adding team members for each unit, hourly rates, and capacity per day. Later, when estimating a project, you can add respective business units or departments (referred to as disciplines on as accountable for a specific chunk of the project. This will help you calculate the cost and the timeline for the project.

  1. To navigate to Staffing, click the Staffing icon on your left hand side.

  2. In the Staffing page, you will see default examples of units/departments, click to rename them based on your need e.g. change Dev to Copywriters or UX to Graphic Design.

  3. If you want to add a new unit or department, click Add new discipline.

  4. Under “Members,” enter how many people will be working on the project from each department e.g., type 1, 2, 3, 15, etc.

  5. Under “Capacity per day,” enter how many hours each member of the given discipline (unit, department, team) works per day.

  6. Under “Hourly rate,” enter the hourly rate of each member of the discipline (unit, department, team). If the rates are different, create a new discipline e.g., Senior Developers ($100 hourly rate) - this will indicate that each developer’s hourly rate in this discipline is $100.

  7. Go to Estimate, estimate the Tasks, assign each task to each Discipline. Go back to Staffing. Here, you will see the “Estimated” hourly sum and the “Cost” of work for each discipline.

  8. Under “Buffer,” input a percentage e.g. 20%. Once you assign Tasks to a discipline, then add that 20% as buffer, the total number of estimated hours for the given project will be buffered by 20% (e.g., if the total number was initially 10 hours and you add a 20% buffer, then the particular discipline will have 12 hours to complete the project).

  9. If a certain discipline does not have Tasks assigned to it but still its members spend time working on the project by overseeing it (e.g., work done by the Project Manager or the CEO), then you can add a ratio e.g., 20%. That ratio will be 20% of the total Estimated hours. For example, if the total estimated hours equals 100 and you add a 20% ratio then the total hours after adding the 20% will be 120.

  10. Under “Total,” you can see the final estimated hours and the total rates you will need to pay your staff for completing the project. Costs for other resources won’t be included in the Total.

  11. Click Summary to track “Project Status,” “Project Completeness,” “Deadline,” “Budget,” and other details. Here, you can also see the total cost of the project since this view not only shows the total costs for human resources but also shows the total costs of other resources (paid tools, software, etc.) needed to complete the project.

You can also watch this Loom video to see how to Manage Staffing on


Create a Work Breakdown Structure

View the Timeline

Did this answer your question?