0
5.1.0
Yokohama, Xanadu Patch 4, Xanadu, Washington DC Patch 8, Washington DC Patch 4, Washington DC Patch 2, Vancouver Patch 9, Vancouver Patch 8
Strategic Portfolio Management - The Resource Management Workspace is designed to help Resource Managers streamline their tasks and work efficiently.
This workspace 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.
Resource Management Workspace helps you 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 and task.
- 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.
- Create, assign, reassign, unassign, and split resource assignments.
- Edit allocated hours of the resource assignments using the inline editing feature.
- Create and 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:
- Allocation modal updated for user cell and group cell.
- Open assignment and Open parent assignment options from the row context menu optiosn to open the details page of resource assignment.
Fixed:
- Editing the allocation values updates next week allocations in Weekly view when the resource management first day of week property is set to Sunday.
- Magnifying glass or Lookup icon is not working for the references fields in the New Resource Assignment Modal.
- 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