Contents IT Business Management Previous Topic Next Topic Resource Management ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Other Share Resource Management The Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans, request resources, and analyze resource availability and utilization. Resource managers use the application to allocate resources to tasks. The Resource Management application can be used in conjunction with any task on the platform, including project tasks, incidents, problems, or changes. With the Resource Management application: Resource requesters can create resource plans that specify group or user resources required by tasks. They can verify resource availability and make changes to their resource plans prior to requesting resources. Resource managers can view availability, existing allocations, and utilization for the requested resources and make allocations based on resource availability. Resource managers can perform what-if analysis by changing resource plan dates, resources, requested hours and proposed allocations to analyze impact on resource utilization and availability. Resource Management application is activated as part of the Project Portfolio Suite with Financials. Resource management processThe resource plan is the key to understanding how resource management works.Resource Management propertiesThe Resource management application provides several properties to control allocations, schedules, and other settings.Resource plansResource plans are the key element in resource management. Create requested allocations for a resource planRequested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, resource requesters can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.Resource allocationAfter resource requesters create a resource plan, resource managers can confirm the resources to move the plan to Confirmed state. Resource managers can then allocate resources to the plan and move it to Allocated state.Resource workbenchThe resource workbench provides resource managers with a comprehensive view of capacity, allocations, utilization, and availability for a specific resource. Use the workbench to make sure that your resources are being managed effectively.Resource schedulesResource management uses a default schedule named Resource Management Schedule with the following characteristics:Resource eventsA resource event is a block of time that a resource spends on a task. Resource Management reportsResource Management reports provide resource requesters and resource managers with resource allocations, availability, and utilization.My CalendarAny user with the resource_user role can open My Calendar to view, add, and modify their planned work, actual work, operational work, administrative tasks, and personal activities.Legacy: resource consoleThe resource console gives resource managers a comprehensive view of resources, resource availability, and all resource plans. On this page Send Feedback Previous Topic Next Topic
Resource Management The Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans, request resources, and analyze resource availability and utilization. Resource managers use the application to allocate resources to tasks. The Resource Management application can be used in conjunction with any task on the platform, including project tasks, incidents, problems, or changes. With the Resource Management application: Resource requesters can create resource plans that specify group or user resources required by tasks. They can verify resource availability and make changes to their resource plans prior to requesting resources. Resource managers can view availability, existing allocations, and utilization for the requested resources and make allocations based on resource availability. Resource managers can perform what-if analysis by changing resource plan dates, resources, requested hours and proposed allocations to analyze impact on resource utilization and availability. Resource Management application is activated as part of the Project Portfolio Suite with Financials. Resource management processThe resource plan is the key to understanding how resource management works.Resource Management propertiesThe Resource management application provides several properties to control allocations, schedules, and other settings.Resource plansResource plans are the key element in resource management. Create requested allocations for a resource planRequested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, resource requesters can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.Resource allocationAfter resource requesters create a resource plan, resource managers can confirm the resources to move the plan to Confirmed state. Resource managers can then allocate resources to the plan and move it to Allocated state.Resource workbenchThe resource workbench provides resource managers with a comprehensive view of capacity, allocations, utilization, and availability for a specific resource. Use the workbench to make sure that your resources are being managed effectively.Resource schedulesResource management uses a default schedule named Resource Management Schedule with the following characteristics:Resource eventsA resource event is a block of time that a resource spends on a task. Resource Management reportsResource Management reports provide resource requesters and resource managers with resource allocations, availability, and utilization.My CalendarAny user with the resource_user role can open My Calendar to view, add, and modify their planned work, actual work, operational work, administrative tasks, and personal activities.Legacy: resource consoleThe resource console gives resource managers a comprehensive view of resources, resource availability, and all resource plans.
Resource Management The Resource Management application enables resource requesters, such as project managers or change managers, to create resource plans, request resources, and analyze resource availability and utilization. Resource managers use the application to allocate resources to tasks. The Resource Management application can be used in conjunction with any task on the platform, including project tasks, incidents, problems, or changes. With the Resource Management application: Resource requesters can create resource plans that specify group or user resources required by tasks. They can verify resource availability and make changes to their resource plans prior to requesting resources. Resource managers can view availability, existing allocations, and utilization for the requested resources and make allocations based on resource availability. Resource managers can perform what-if analysis by changing resource plan dates, resources, requested hours and proposed allocations to analyze impact on resource utilization and availability. Resource Management application is activated as part of the Project Portfolio Suite with Financials. Resource management processThe resource plan is the key to understanding how resource management works.Resource Management propertiesThe Resource management application provides several properties to control allocations, schedules, and other settings.Resource plansResource plans are the key element in resource management. Create requested allocations for a resource planRequested Allocations are automatically created when a resource plan is submitted and is in Planning state. If required, resource requesters can create new requested allocations for a resource plan in Planning or Rejected state. Resource managers can create requested allocations for the plans in Requested state.Resource allocationAfter resource requesters create a resource plan, resource managers can confirm the resources to move the plan to Confirmed state. Resource managers can then allocate resources to the plan and move it to Allocated state.Resource workbenchThe resource workbench provides resource managers with a comprehensive view of capacity, allocations, utilization, and availability for a specific resource. Use the workbench to make sure that your resources are being managed effectively.Resource schedulesResource management uses a default schedule named Resource Management Schedule with the following characteristics:Resource eventsA resource event is a block of time that a resource spends on a task. Resource Management reportsResource Management reports provide resource requesters and resource managers with resource allocations, availability, and utilization.My CalendarAny user with the resource_user role can open My Calendar to view, add, and modify their planned work, actual work, operational work, administrative tasks, and personal activities.Legacy: resource consoleThe resource console gives resource managers a comprehensive view of resources, resource availability, and all resource plans.
