Confirm resources from resource workbench

Resource managers can review the capacity and existing allocations of the resources using resource workbench and then confirm the resources to a demand or a project.

Before you begin

Role required: resource_manager

Ensure that resource workbench is open.

About this task

The resource plans must be in the Requested state to be confirmed. A resource manager can modify or cancel a resource plan which is in the Confirmed state.

Procedure

  1. Click Confirm Resources menu in the workbench header to switch to Confirmation flow view.
  2. Click the filter icon () in Resource Plans panel to filter the list of resource plans displayed.
    The filtered resource plans are displayed as cards.
  3. Select a resource plan to view its resource forecast.
    • The stacked bar graph in Resource Forecast area displays the total capacity trend for the resources, allocated hours (across all projects), confirmed hours (across all projects), and the requested hours (for the selected plan only) in Overview tab.
      Note:
      • You can select multiple plans and the requested hours are added for the selected plans in the bar graph. You can continue adding plans until the team capacity (shown as red dotted line) is shown fully utilized. You can also perform what-if analysis by deselecting a selected plan and selecting another plan.
      • Click Select All check box to select all the plans in the list, if required.
    • The total number of selected plans are shown on top in Resource Forecast.
  4. Click % Utilization tab to view the heat map for % utilization of resources including both hard and soft allocations. Resource manager must ensure that % utilization of all resources is within 100%.
    For example, if forecasted utilization is more than 100% and there are four resource plans that request for a group, you can deselect one or more resource plans. The heat map is updated to show utilization for the remaining plans. It helps you to understand the impact of not allocating resources to the deselected plans.
  5. Click in Resource Forecast to open and modify the display settings for graph and heat map.
    You can modify these settings:
    OptionDescription
    Time Scale Select any of the following options:
    • Monthly: Displays the resource utilization for the selected plans on a monthly basis.
    • Weekly: Displays the resource utilization for the selected plans on a weekly basis.
    Heatmap Type Select any of the following options:
    • Group: Displays the heat map for the groups requested for the plans.
    • Role: Displays the heat map for the roles requested for the plans.
  6. Click one of the following options:
    OptionDescription
    Confirm Confirms the resources to the selected plan.

    The selected resource plan moves into the Confirmed state. Soft allocations are created when the resource plan moves to the Confirmed state.

    Confirm and Allocate Allocates the resources to the selected plan directly without first confirming them.

    The selected resource plan moves into the Allocated state. Hard allocations are created when the resource plan moves to the Allocated state.

    Reject Rejects the selected plan.
    Note: You can select more than one resource plans to confirm them, or Confirm and Allocate them, or reject them.