Date range selector

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Shows projects and demands for the selected time range.
For a new allocation board, the default period is set as the current date to six
months. If you change these dates, the new range is saved as the board default for
future board use.
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Resource filter

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Filters projects and demands in the resource grid by group, role, or user for the
selected period.
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State filter

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Filters resource plans in the resource grid by state: (P) Planning, (R) Requested,
(C) Confirmed, and (A) Allocated.
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Week or Month view

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Shows allocations in weekly or monthly format in both the resource grid and
resource finder sections.
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Hours, FTE, or Person days view

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Shows allocations in hours, FTE, or person days format in both the resource grid
and resource finder sections.
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Resource Finder

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Displays the resource finder section at the bottom of the workbench. Use the
resource finder section to search resources and create a resource plan for them.
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Configuration

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Shows or hides the selected columns on the grid.
Selecting the Planned Cost, Actual
Cost, Conf/Alloc Cost, or Resource
Type columns pins them on the grid before the
Details column group. Other columns are added in the
Details column group in the collapsed state. To view the
collapsed columns, click the expand icon ( ) on the Details column group.
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