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Allocate resources from resource workbench

Allocate resources from resource workbench

Review the availability of all resources in a group and then allocate the named resource to a project using resource workbench.

Before you begin

Ensure that resource workbench is open.

Role required: resource_manager

Procedure

  1. To switch to Allocation flow view, click Allocate Resources menu in the workbench header.
  2. To filter the list of resource plans displayed, click the filter icon () in the Resource Plans list.
  3. To view the allocation details, select the resource plan:
    Resource Plan

    Steps

    Requested State Resource Plan

    1. View availability of team members in the heat map.
    2. To add a new allocation, click the Add icon.
    3. To allocate resources, click Allocate.

    Confirmed State Resource Plan

    1. View availability of team members in the heat map, review suggested allocations (resource name and hours) and, if needed, modify the resource and/or hours.
    2. To allocate resources, click Allocate.

    Allocated State Resource Plan

    View availability of team members in the heat map, review existing allocations (resource name and hours), and modify allocations (resource name and/or hours) as needed.