Resource Planner

Resource Planner helps teams schedule people, manage projects and assignments, and review workspace time entries.

16 actionsAPI key

Connect Resource Planner

What your bot can do in Resource Planner

Looks up

  • Get ProjectRetrieve one current workspace project by its project ID.
  • Get ResourceRetrieve one current workspace resource by its resource ID.
  • List AssignmentsReturn all assignments, optionally narrowed to a project, a resource, or both.
  • List ProjectsReturn every project in the connected Resource Planner workspace, including project IDs and editable planning fields.
  • List ResourcesReturn every resource in the connected Resource Planner workspace, including resource IDs needed for assignment workflows.
  • List Time EntriesReturn one page of workspace time entries, with an optional total-duration summary and a cursor for the next page.

Takes action

  • Create AssignmentAssign one resource to one project for a date range and return the created assignment ID.
  • Create ProjectCreate a project with a title and optional note, color, and visibility, then return its project ID.
  • Create ResourceCreate a workspace resource with optional capacity, workdays, note, and visibility, then return its resource ID.
  • Delete AssignmentPermanently delete one assignment by its assignment ID.
  • Delete AssignmentsPermanently delete 1-25 assignments sequentially.
  • Delete ProjectPermanently delete a project and all of its assignments.
  • Delete ResourcePermanently delete a resource and all of its assignments.
  • Update AssignmentReplace an assignment's internal note and return all affected assignment IDs.
  • Update ProjectUpdate at least one of a project's title, note, color, or visibility.
  • Update ResourceReplace a resource's internal note without changing its scheduling fields, then return the current resource.

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