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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Resource Management Allocation workbench

    Allocation workbench

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    Allocation workbench

    Use the allocation workbench to allocate your resources effectively to the requesting investments by evaluating resource capacity and availability.

    Allocation boards

    Allocation boards group resources based on filters so that you can view and manage specific resources for investments. For example, you can create an allocation board by filtering on a specific program to group your resources requested or allocated to projects and demands of the program.

    The Allocation Boards page shows all your allocation boards. You can create a personalized allocation board through a filter definition. Clicking a board name opens the allocation workbench with a list of projects and demands that match the allocation board filter type.

    When you select a resource plan in the resource grid section, the availability details of the associated resources are displayed in the resource finder section. For example, if you select a group resource plan, the availability details of the group and its members are displayed in the resource finder section. When you change the selection, the results are automatically updated.

    Header

    Use various options on the workbench header to do the following actions.
    Table 1. List of allocation workbench options
    Option Description

    Date range selector

    Date range selector

    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.

    Resource filter

    Resource filter options

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

    State filter

    State filter

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

    Week or Month view

    Week and month toggle

    Shows allocations in weekly or monthly format in both the resource grid and resource finder sections.

    Hours, FTE, or Person days view

    Hours, FTE, Person days view list

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

    Resource Finder

    Resource finder icon

    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.

    Configuration

    Configuration icon

    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 (Expand icon) on the Details column group.

    Resource grid

    The resource grid lists all investments and the resources requested or allocated to them. In the grid view, you can perform the following tasks:
    • Edit the planned, confirmed, and allocated hours inline without opening the record in a form.
    • Request changes to submitted resource plans, or request an extension of an allocated resource plan.
    • Confirm or allocate resource plans to a project or demand.
    • Complete, delete, or cancel resource plans.
    • Group, hide, or show columns.

    Resource finder

    The bottom resource finder section of the allocation workbench is hidden by default. To make it visible, click the resource finder icon (Resource finder icon) at the top right. In the Resource finder, you can perform the following actions:
    • Search for resources and view their availability and utilization. You can search resources by group, role, or user.
    • Add or confirm resource plans for the current resources.
    • Create an allocation board

      Create a personalized allocation board by defining filter criteria and manage your filtered resources in terms of their capacity, availability, and utilization.

    • Manage resources by using the allocation workbench

      Use the allocation workbench to manage your resources effectively. You can review all resource requests in one place for your team. You can also see the available hours for requested users and efficiently allocate resources.

    • Allocation workbench options

      The header bar on the allocation workbench provides various options to change the view and filter data in the resource grid.

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      Allocation workbench

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Allocation workbench

      Use the allocation workbench to allocate your resources effectively to the requesting investments by evaluating resource capacity and availability.

      Allocation boards

      Allocation boards group resources based on filters so that you can view and manage specific resources for investments. For example, you can create an allocation board by filtering on a specific program to group your resources requested or allocated to projects and demands of the program.

      The Allocation Boards page shows all your allocation boards. You can create a personalized allocation board through a filter definition. Clicking a board name opens the allocation workbench with a list of projects and demands that match the allocation board filter type.

      When you select a resource plan in the resource grid section, the availability details of the associated resources are displayed in the resource finder section. For example, if you select a group resource plan, the availability details of the group and its members are displayed in the resource finder section. When you change the selection, the results are automatically updated.

      Header

      Use various options on the workbench header to do the following actions.
      Table 1. List of allocation workbench options
      Option Description

      Date range selector

      Date range selector

      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.

      Resource filter

      Resource filter options

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

      State filter

      State filter

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

      Week or Month view

      Week and month toggle

      Shows allocations in weekly or monthly format in both the resource grid and resource finder sections.

      Hours, FTE, or Person days view

      Hours, FTE, Person days view list

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

      Resource Finder

      Resource finder icon

      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.

      Configuration

      Configuration icon

      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 (Expand icon) on the Details column group.

      Resource grid

      The resource grid lists all investments and the resources requested or allocated to them. In the grid view, you can perform the following tasks:
      • Edit the planned, confirmed, and allocated hours inline without opening the record in a form.
      • Request changes to submitted resource plans, or request an extension of an allocated resource plan.
      • Confirm or allocate resource plans to a project or demand.
      • Complete, delete, or cancel resource plans.
      • Group, hide, or show columns.

      Resource finder

      The bottom resource finder section of the allocation workbench is hidden by default. To make it visible, click the resource finder icon (Resource finder icon) at the top right. In the Resource finder, you can perform the following actions:
      • Search for resources and view their availability and utilization. You can search resources by group, role, or user.
      • Add or confirm resource plans for the current resources.
      • Create an allocation board

        Create a personalized allocation board by defining filter criteria and manage your filtered resources in terms of their capacity, availability, and utilization.

      • Manage resources by using the allocation workbench

        Use the allocation workbench to manage your resources effectively. You can review all resource requests in one place for your team. You can also see the available hours for requested users and efficiently allocate resources.

      • Allocation workbench options

        The header bar on the allocation workbench provides various options to change the view and filter data in the resource grid.

      Tags:

      Feedback

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