Access the resource workbench

You can view various information in the resource workbench, including how well your resources are being utilized over time, and take actions on resource confirmation and allocations.

Before you begin

Role required: resource_manager

Procedure

Open the resource workbench using one of the following methods:
OptionDescription
From the navigation menu Navigate to Resource > Resource Plans > Resource Workbench.
From a list of resource plans Right-click a resource plan record and select Resource Workbench.
From a resource plan form Click the Resource Workbench related link.
Note: Resource workbench can be launched from the resource plan form or list only if the resource plan is in Confirmed or Allocated state.