Resources: Your Complete Workforce Overview

What is the Resources Feature?

The Resources section in Flextribe provides a centralised overview of your entire workforce and consultants. This feature allows you to efficiently manage and allocate your consultants, ensuring smooth project handling and optimised resource utilisation.

Why Use Resources?

✅ Simplified Resource Allocation

By having all your consultants stored in Flextribe, you can easily:

• Add and remove consultants from proposals with just a few clicks.

• Quickly identify available consultants for upcoming projects.

• Maintain an up-to-date and structured overview of your workforce.

📌 This removes the need for external spreadsheets or scattered records, keeping everything in one place.

Adding Resources to Your Flextribe Platform

To ensure your workforce is fully integrated into Flextribe, you can add resources in two ways:

1️⃣ Manually Add Resources

You can manually add consultants to your platform by following these steps:

1. Click on "Add Resource" in the top-right corner of the Resources section.

2. A left sidebar will appear, where you can enter the consultant’s details, including:

   • Name

   • Job Title

   • Email & Contact Information

📌 Once added, the consultant will be available for proposal allocation and tracking.

2️⃣ Automate with Flowcase Integration

If you are using Flowcase, Flextribe can connect to your Flowcase database via API, ensuring all your consultants are automatically imported and synced in Flextribe.

Key Benefits of Flowcase Integration:

✅ No need for manual data entry—your entire workforce is synced in real-time.
✅ Always have the latest consultant updates in Flextribe.
✅ Seamless profile navigation—you can click directly on a consultant’s profile in Flextribe to view or update their details in Flowcase.

📌 This integration streamlines consultant management and improves efficiency in proposal handling.