Brazil Patch 1, Brazil, Australia Patch 7, Australia Patch 6, Australia Patch 5, Australia Patch 4, Australia Patch 3, Australia, Zurich Patch 12, Zurich Patch 11, Zurich Patch 10, Zurich Patch 7, Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama
Standalone Application
The Resource Management Workspace is designed to help Resource Managers streamline their tasks and work efficiently.
This workspace provides a centralized platform focusing on resource management, allowing you to oversee, manage, and resolve resource-related issues easily. This workspace consolidates all your resource management activities in one place—giving you a complete view of your resources and projects.
Resource Management Workspace helps you quickly allocate resources, identify conflicts, resolve issues on-demand, and collaborate with team members effectively.
As a Resource Manager, you can:
- Oversee all resources, issues, and risks with a configurable overview dashboard
- Filter resource portfolios (users) based on attributes and task
- View the work assignments of the resources such as planning items, tasks, operational work for epics, and demands
- Filter and view unassigned tasks in the lower tray
- View resource capacity and allocation details on the allocation heatmap modal
- Create, assign, reassign, unassign, and split resource assignments
- Edit allocated hours of the resource assignments using the inline editing feature
- Create and save different resource board views
- Visibility into resource assignment status (Approve, Pending, Unapproved) using the color-coded labels
- Export resource assignment data to Excel and CSV
- Chat with the task owners via Microsoft Teams
- Use Resource Finder to identify and assign the most suitable resource for an unassigned assignment.
New
- End a resource assignment early that the planned end date. This action is available for assignments with resource data and works across Project Workspace, Resource Management Workspace, and Demand workspace.
- View and manage resource assignments directly from the Demand Workspace.
Fixed
- Users can now change the resource table name on the resource card.
- Realign assignments to task is disabled for project hierarchy when autosync is enabled, and enabled for non-project tasks such as demand, epic.
Not applicable for this application version.
- Required plugins and products - PPM Standard
- Dependencies - sn_datagrid, sn_plng_att_core, sn_spm_com_ui_comp
- Properties that need to be created or set to activate the content pack - None
- Affected business rules - None
- Affected script includes - None
- .jar files that need to get uploaded, if applicable - None