0
3.0.0
Washington DC Patch 2, Washington DC, Vancouver Patch 8, Vancouver Patch 5
The Resource Management Workspace is designed to help Resource Managers streamline their tasks and work efficiently.
It provides a centralized platform focusing on resource management; allowing you to oversee, manage, and resolve resource-related issues easily. This workspace consolidates all your resource management activities in one place—giving you a complete view of your resources and projects.
It helps you to quickly allocate resources, identify conflicts, resolve issues on-demand, and collaborate with team members effectively.
As a Resource Manager, you can:
- Filter resource portfolios (users) based on attributes.
- View the work assignments of the resources such as planning items, tasks, operational work, epics, demands, and so on.
- Filter and view unassigned tasks in the lower tray.
- View resource capacity and allocation details on the allocation heatmap modal.
- Assign, reassign and unassign resources to work.
- Edit allocated hours of the resource assignments using the inline editing feature.
- Save different resource board views.
- Visibility into resource assignment status (Approve, Pending, Unapproved) using the color-coded labels.
- Export resource assignment data to Excel and CSV
- Chat with the task owners via Microsoft Teams.
- New
- Reassign and unassign resources using the drag and drop feature.
- Edit allocated hours of the resource assignments using the inline editing of the top tray.
- Drag and drop to reassign or unassign resources.
- Export the resource grid data to Excel and CSV.
- Fixed
- Minor defects
- Required plugins and products - PPM Standard
- Dependencies - sn_datagrid, sn_plng_att_core, sn_spm_com_ui_comp
- Properties that need to be created or set to activate the content pack - None
- Affected business rules - None
- Affected script includes - None
- .jar files that need to get uploaded, if applicable - None