Summary
The current Resource Profile and Commercial tab split has become hard to reason about after the timeline/tactical planning work. We should do a focused redesign/rethink once the current timeline rework branch is stabilised.
Problems observed
- Allocation mode is displayed as read-only
Aggregate in Resource Profile when named resources exist, but the editable allocation controls live in Commercial.
- Changing allocation mode in Timeline/Commercial is not consistently obvious in Resource Profile, which makes the source of truth unclear.
- Project onboarding weeks and buffer weeks appear on both tabs, which duplicates responsibility.
- The
Pricing control under People in Resource Profile (Actual Days vs Pro-rata) appears to overlap or conflict conceptually with allocation modes like T&M, Timeline, Full Project, and Capacity Plan.
- Named-resource detail, commercial allocation, and planning controls are spread across multiple surfaces without a clear mental model.
Why this matters
Users can make changes in one screen and then see terminology or values in another screen that appear contradictory, even when data has technically persisted. The current split makes debugging and user adoption harder.
Suggested review scope
- Define the purpose of each tab clearly:
- Resource Profile
- Commercial
- Timeline named-resource/planning controls
- Decide where allocation mode should be viewed and edited.
- Decide whether
Aggregate should be shown at all, or whether actual underlying modes should always be visible.
- Clarify or redesign the
Pricing concept for named resources and its relationship to allocation modes.
- Remove duplicated project settings (buffer weeks / onboarding weeks) or give them a single home.
- Review whether named-resource planning, costing, and staffing controls should be separated or unified.
Follow-up
Do this after the current timeline rework bugs are fixed and PR #242 is merged.
Summary
The current Resource Profile and Commercial tab split has become hard to reason about after the timeline/tactical planning work. We should do a focused redesign/rethink once the current timeline rework branch is stabilised.
Problems observed
Aggregatein Resource Profile when named resources exist, but the editable allocation controls live in Commercial.Pricingcontrol under People in Resource Profile (Actual DaysvsPro-rata) appears to overlap or conflict conceptually with allocation modes likeT&M,Timeline,Full Project, andCapacity Plan.Why this matters
Users can make changes in one screen and then see terminology or values in another screen that appear contradictory, even when data has technically persisted. The current split makes debugging and user adoption harder.
Suggested review scope
Aggregateshould be shown at all, or whether actual underlying modes should always be visible.Pricingconcept for named resources and its relationship to allocation modes.Follow-up
Do this after the current timeline rework bugs are fixed and PR #242 is merged.