Confirm resources from resource workbench

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

  • Ensure that resource workbench is open.
  • The resource plan must be in the Requested state to be confirmed.

Role required: resource_manager

About this task

A resource manager can modify or cancel a resource plan which is in the Confirmed state.

Procedure

  1. To switch to Confirmation flow view, click the Confirm Resources menu in the workbench header.
  2. To filter the list of resource plans displayed, click the filter icon () in the Resource Plans panel.
    The filtered resource plans are displayed as cards.
  3. To view its resource forecast, select a resource plan.
    • The stacked bar graph in the Resource Forecast panel provides on Overview tab:
      • the total capacity trend for the resources
      • requested hours (for the selected plan only)
      • confirmed hours (across all projects)
      • the allocated hours (across all projects)
      Note:
      • When you select multiple plans, 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.
      • To select all the plans in the list, if required, select the Select All check box.
    • The total number of selected plans are shown to the right of the Resource Forecast panel title.
  4. To view the heat map for % utilization of resources including both hard and soft allocations, click the % Utilization tab. Resource manager must ensure that % utilization of all resources is within 100%.
    For example, if the forecasted utilization is more than 100% and there are four resource plans that request a group, you can deselect one or more resource plans. The heat map is updated to show utilization for the remaining plans, helping you understand the impact of not allocating resources to the deselected plans.
  5. To open and modify the display settings for the graph and heat map, click the Personalize form icon Personalize form icon in the Resource Forecast panel.
    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.
    Note: The setting is available for % Utilization tab.
  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 plan to Confirm, Confirm and Allocate, or reject.