RedmineX Resource Management Plugin

The RedmineX Resources Plugin is a visual workload planner designed for professional capacity planning and real-time resource allocation. Through an intuitive drag-and-drop interface, managers can instantly identify overloads or gaps, adjust task durations, and distribute work across multiple projects. With advanced features like conflict detection, country-based holiday integration, and custom user exceptions, it eliminates guesswork to ensure every team member’s capacity is utilized effectively without the need for complex spreadsheets.

1. Install Assets

If not done during Gantt chart installation, unzip the redminex-resources-x-x-x_UNZIP_ME_FIRST. This will result in a folder with the same name as the ZIP file with 2 folder inside: redmine_x_assets and redmine_x_resources. Upload the 2 folders to redmine_root/plugins. You can upload the ZIP file directly to redmine_root/plugins and perform the unzip command in the console, however you need to make sure the resulting unzip yields 2 folders as mentioned above. Do NOT change the plugin folder names. If the Assets plugin is already there, this means the Gantt chart has already been installed and you can skip to point 4.

2. Install Gems

From redmine_root run bundle install. No need for any migration (rake).

If the gems were installed correctly, this is roughly what you should see.

3. Migrate

un the migration command bundle exec rake redmine:plugins:migrate RAILS_ENV=production.

If the migration went well, this is roughly what you should see.

4. Install Resources

Upload the redmine_x_resources folder to redmine_root/plugins. Do NOT change the plugin folder name.

5. Install Gems

From redmine_root run bundle install.

If the gems were installed correctly, this is roughly what you should see.

6. Migrate

Run the migration command bundle exec rake redmine:plugins:migrate RAILS_ENV=production.

If the migration went well, this is roughly what you should see.

7. Upload Public Holidays Calendar

If not done during Resources installation, run the calendar command bundle exec rake redmine:redmine_x_assets:initialize_holidays RAILS_ENV=production to load holidays. If the Holidays were installed during Gantt plugin installation, skip to point 8.

If the holidays were installed correctly, this is roughly what you should see.

8. Restart

Restart Redmine. Based on your hosting provider / web server, you will need to run the following commands. Puma: sudo systemctl restart redmine.yourcompany.com.service or Passenger: touch tmp/restart.txt.

9. Allow Resources For Specific Roles

Go to ~/roles and for each role, select the permissions for the project and global Resources.

10. For Redmine 6.x+ Only

If you are using Redmine 6+, make sure the theme is present in redmine_root/themes/redminex_theme/.

Then:

1. Ensure correct permissions: chmod -R 755 redmine_root/themes/redminex_theme

2. Clear cache: rm -rf tmp/cache

3. Precompile assets (if you're in production mode): bundle exec rake assets:precompile RAILS_ENV=production

4. Restart Redmine

1. Go To /plugins

Remove the redmine_x_resources folder and the common redmine_x_assets folder.

2. Removing Leftovers

Make sure you also removed any leftovers located in /public/plugin_assets - delete the redmine_x_resources folder and the common redmine_x_assets folder. The RedmineX Assets plugin creates shared assests between Gantt & Resources.

3. Install Assets Again

Unzip the NEW redmine_x_assets and upload it to redmine_root/plugins or upload the archive in the same location and perform the unzip command in the console. Do NOT change the plugin folder name.

4. Install Gems

From redmine_root run bundle install.

5. Migrate

Run the migration command bundle exec rake redmine:plugins:migrate RAILS_ENV=production.

6. Install Resources Again

Unzip the redmine_x_resources and upload it to redmine_root/plugins or upload the archives in the same location and perform the unzip command in the console. Do NOT change the plugin folder name.

7. Install Gems

From redmine_root run bundle install.

8. Migrate

Run the migration command bundle exec rake redmine:plugins:migrate RAILS_ENV=production.

9. Upload Public Holidays Calendar

Run the calendar command bundle exec rake redmine:redmine_x_assets:initialize_holidays RAILS_ENV=production to load holidays (if not installed during a previous Gantt update).

10. Restart

Restart Redmine. Based on your hosting provider / web server, you will need to run the following commands. Puma: sudo systemctl restart redmine.yourcompany.com.service or Passenger: touch tmp/restart.txt.

1. Introduction Features

To discover the power of RedmineX Resource Management, we recommend to watch the video below.

2. Getting Started

1. Create a project: go to /projects and create a project, switching on the Resources module.

2. Add members: in the members' tab, add all the members you will need to carry out the project.

3. Allow Resources: for all the roles present on the project, you will need to allow the Resources plugin in /roles.

4. Start Planning: Resources display tasks and operate mainly with task duration (i.e. the start & due date) and estimated time. Therefore, in order to plan your resources, you will need to first create Redmine tasks (issues).

5. Warning: the Resources plugin doesn't support a Firefox plugin called Logitech SetPoint which will result in the inability to scroll vertically. You need to turn the plugin off if you are using Firefox.

6. Warning: the speed of the Resources plugin is directly proportional to the number of tasks & users. All time allocations are done on the fly so if you want to plan 1,000 tasks for 30 days ahead, the plugin needs to do 30,000 operations. Please bear that in mind and plan Resources per project, or exclude any projects from the global view that you don't need. We are working on increasing the speed, but if you have thousands of open tasks, load time will be in the realm of 10+ seconds.

3. Resources Public Holidays & Per-user Calendars (new from 2.0.0)

This settings is shared with the Gantt plugin, so please see the Gantt documentation to set the public holidays & vacations for Resources.

4. New Features of Resource Management

In the video, you will learn about new features of the Resources plugin such as man-days & device management.