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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	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	Filters projects and demands in the resource grid by group, role, or user for the selected period.
State filter	Filters resource plans in the resource grid by state: (P) Planning, (R) Requested, (C) Confirmed, and (A) Allocated.
Week or Month view	Shows allocations in weekly or monthly format in both the resource grid and resource finder sections.
Hours, FTE, or Person days view	Shows allocations in hours, FTE, or person days format in both the resource grid and resource finder sections.
Resource Finder	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	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.

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 (

) 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.

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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

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	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	Filters projects and demands in the resource grid by group, role, or user for the selected period.
State filter	Filters resource plans in the resource grid by state: (P) Planning, (R) Requested, (C) Confirmed, and (A) Allocated.
Week or Month view	Shows allocations in weekly or monthly format in both the resource grid and resource finder sections.
Hours, FTE, or Person days view	Shows allocations in hours, FTE, or person days format in both the resource grid and resource finder sections.
Resource Finder	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	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.

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 (

) 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.

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