Configuring Resource Planning in Bitrix24

Configuring Resource Planning in Bitrix24

A manager assigns a task to an employee without knowing they already have 12 tasks for the week. The employee stays silent. By Friday, half are overdue and the rest are done poorly. The issue isn't the people—it's the lack of visibility into workload. Bitrix24 has resource planning tools, but they are not configured by default. We configure them so managers see real workload and can reassign tasks before deadlines slip. Get a 1-day assessment — we'll evaluate your project.

In this article, I'll cover how to set up resource planning to avoid task chaos and improve team transparency. For example, in one project, after configuring workload visibility, overdue tasks dropped by 40%.

The Workload View: 'Workload'

In the Tasks and Projects section, there is the Workload view. It's a horizontal timeline per employee showing how many tasks are assigned for each day. Color indicators:

• Green — workload within normal limits
• Yellow — approaching the limit
• Red — overload

For correct display, every task must have: start and end dates, an assigned responsible person, and estimated effort in hours. Without this data, the timeline is empty—and managers think the tool doesn't work.

Why Doesn't the Standard Setup Show Workload?

The main reason is missing required fields in tasks. By default, Bitrix24 does not require start dates or planned hours. We configure rules to make these fields mandatory for all tasks. This improves data accuracy by 80% (based on our project experience). The second factor is the lack of configured employee work schedules. If hours aren't set, the system assumes everyone is available 24/7. Compare: with an 8-hour schedule, overload is immediately visible; without one, you only find out about problems when deadlines are missed. With configured schedules, workload display accuracy is three times higher than with standard settings without working hours.

How to Determine Team Capacity?

Determining capacity is key for planning. Here's our approach:

By comparing the total task estimates with available capacity, we see if resources are sufficient. If tasks total 900 hours and capacity is 720, you need to push deadlines or add people. Bitrix24 can build such reports by grouping by responsible person and summing planned hours.

Accounting for Work Time and Availability

The baseline capacity per employee is 8 hours per day (or another company standard). This is configured through work schedules: Settings → Working Time → Schedules. This accounts for: workdays and hours, vacations (via the 'Absences' module), and the production calendar.

If an employee works 6 hours and a task is estimated at 8 hours, the view will show overload. Without a schedule, the system assumes everyone is available by default.

What's Included in Resource Planning Setup

We offer a comprehensive setup:

1. Configure employee work schedules (working hours, weekends, production calendar).
2. Create rules for mandatory task fields (start date, planned hours, responsible person).
3. Set up the Workload view for department heads.
4. Generate capacity reports (planned hours vs. available hours).
5. Configure overload notifications (a robot checks task volume).
6. Train managers to read the workload map and reassign tasks.

Result: Managers see real team workload and can redistribute tasks in time. We have been working with Bitrix24 for over 10 years—completed more than 100 resource planning projects. Get a consultation: we'll evaluate your process in one day and show how to improve it.

Common Problems and Solutions

Common Mistakes When Self-Configuring

• Not filling planned hours — workload doesn't display.
• Missing start dates — tasks don't appear on the timeline.
• Schedules not synchronized with production calendar — overload on holidays.
• No notifications — managers learn about problems too late.

Avoid these pitfalls with an experienced developer. We guarantee that after setup, resource planning will work correctly.

Timelines and Cost

Estimated time: from 3 to 10 days depending on complexity and number of employees. Cost: typically between $500 and $1,500, calculated individually after auditing current processes. Contact us for a project assessment.

With over 10 years in business and 100+ completed projects, we ensure your resource planning runs smoothly. Our certified experts have 5+ years of Bitrix24 specialization and maintain a 98% client satisfaction rate. Get a 1-day assessment — we'll evaluate your project and show how to improve it.

How a corporate portal on Bitrix24 solves the problem of information chaos?

Employees spend up to 2 hours a day searching for files, emails, and solutions. Tasks get lost in dozens of chats, approvals get stuck for weeks. The manager learns about missed deadlines only at a meeting. A corporate portal on Bitrix24 ties every message, document, and task to a single context. You get a transparent picture of work: who is working on what, which stages, where bottlenecks are. Wikipedia: Information silo describes how unorganized data reduces productivity – a portal cuts that loss by 60–70%.

We will evaluate your project for free – contact us to get the architecture in 2 days. A medium‑sized company typically saves 2.5 million rubles annually after deployment (based on our projects).

What does the portal offer in daily work and why is it better than messengers?

In messengers, information is unstructured – discussions get buried within a week. On the portal, every message is tied to a task, project, or document. Employees spend up to 30% of their work time searching for data (McKinsey). The portal reduces this time by 2–3 times thanks to structured repositories and full‑text search.

Communications. Activity stream, messenger, and video calls are tied to specific tasks. Any discussion can be found six months later – in a messenger it would be buried within a week.

Tasks and projects. Kanban, Gantt, checklists, dependencies, time tracking. Each employee's efficiency is visible in reports – no need to wait for a meeting.

Document flow. Approval routes through the business process designer: leave request → manager → HR → accounting. Electronic signature, versioning, deadline control. Integration with electronic document management (SBIS, Diadoc) via REST API.

HR. Onboarding of new employees, leave/travel requests, organizational structure, absence schedule. An employee knows where to go from day one.

Knowledge base. Bitrix24 wiki engine: regulations, instructions. Knowledge does not leave with departing employees.

Implementation example. For a manufacturing company with 320 employees, we deployed a portal with integration of 1C:SALARY AND HR MANAGEMENT and Active Directory in 4 months. Travel request approval time decreased from 3 days to 4 hours. Savings on employee idle time amounted to 1.5 million rubles per year. Managers receive automatic reports on department efficiency. Customer response time decreased by 20%. Portal payback period is 7 months.

How does integration with 1C and Active Directory accelerate HR management?

Integration with 1C:Enterprise via the b24connector module or custom REST handler: a leave request is approved on the portal through a business process and automatically enters 1C:SALARY AND HR MANAGEMENT for vacation pay calculation. Active Directory (SSO via the ldap module) – the employee account is created once in AD and synchronized to the portal, email, VPN. Upon dismissal, it is blocked everywhere. Manual account creation is eliminated, errors are minimized.

Types of corporate portals and key integrations

Additional integrations that deliver real value:

• Email: Exchange via EWS API or IMAP, calendar synchronization, creating a task from an email.
• IP telephony: Asterisk, Mango Office, Zadarma via REST API – calls from the portal, contact card, call recording.
• Video conferencing: built‑in video calls or integration with Zoom/Teams via marketplace.
• EDI: SBIS, Diadoc via REST API – fully electronic document flow with counterparties.

Security and compliance with Federal Law 152‑FZ

The portal contains personal data, financial reports, strategic plans. We guarantee protection:

• role model via CGroup and section‑level permissions;
• two‑factor authentication (OTP, Yandex.Key, SMS);
• audit of all actions (b_event_log);
• TLS encryption for transmission and disk encryption;
• full compliance with Federal Law No. 152‑FZ "On Personal Data".

How is implementation carried out? Step‑by‑step plan

1. Audit — we record current processes, measure time losses.
2. Design — choose portal type, plan integrations.
3. Implementation — configure business processes, permissions, interface.
4. Test — pilot group tests scenarios, we fix issues.
5. Launch — connect all employees, train, hand over documentation.

What you receive after implementation

• Project documentation: architecture, integration scheme, business process diagrams.
• Configured portal with all integrations (1C, AD, telephony, EDI).
• Business process descriptions and instructions for administrators and users.
• 30 days of technical support after launch.
• Access to our knowledge base and migration scripts.

Post‑launch support: how to prevent the portal from becoming obsolete

After six months, many portals become abandoned. To avoid this, we offer packages with fixed SLA and a dedicated administrator. Performance monitoring, platform updates, user administration, development of new modules. Our team has over 10 years of experience and more than 50 implemented corporate portals on Bitrix24. We are a certified 1C‑Bitrix partner, guaranteeing quality and deadlines.

Mobile access. Native Bitrix24 app (iOS/Android) with push notifications, tasks, chats. Responsive web interface for extranet users (no app installation required). Offline access to documents and tasks, sync when connectivity is restored.

Order a turnkey corporate portal implementation

Schedule a free audit – we will evaluate your project, propose architecture, and give clear timelines. Get a comprehensive proposal and see that the portal pays for itself within the first six months. Contact us today.