Resource Management Workspace

[Tommaso2]

Hi all,

• Why Resource Manager creates a new Card in the Resource Management Workspace to approve/unapprove a resource assignment? Which are the criteria to open a new Card? Which is the purpose of the Card in relation with the resource assignment?

• How Resource Manager knows that specific reasource assignments are now open? Via notification? 
• How to associated a Time Sheet Portal with tasks/projects to submit time against that? 

Many thanks,
Tommaso

[SANDEEP DUTTA · Accepted solution]

Hi @Tommaso2 ,

Create custom resource board views of persistent portfolios to view the current resource allocation and resource requests for all of your resources and work.

Resource assignments from different planning workspaces are pulled into this dedicated view for Resource Managers to give you an overall work view.

The Overview Dashboard would tell the specific reasource assignments :

• Overview dashboard

Time Card Management works with the Task table to record time worked on various task types, such as projects, incidents, problems, and change requests.

With the Time Card Management feature:

• The time card users can record the time worked on a task using time cards and time sheets. They can submit their time cards and time sheets for approval.
• Time cards and time sheets are routed for approval based on the Non-project time approver and Project time approver fields in the user time sheet policy. User managers with time card approver role can also log time and submit the time sheet of their resources
• The time card approvers can perform the following tasks:
  • Review and approve or reject the time cards in a submitted time sheet.
  • Recall the approved time sheets or time cards to return them to the users for corrections.
  • Use dashboards to view reports of time card and time sheet exceptions, and categorize time reported by the users.
  • Delegate another time card approver to process time sheets from your resources when you might not have time or will be unavailable. Note the following points for delegation:
    • You cannot delegate approval only for an individual resource.
    • The delegated time card approver cannot further delegate your time sheet approvals.

  The project_manager and the resource_manager roles contain the timecard_approver role in the base system. However, the timecard_approver role can also be used independently without these roles.

[Tommaso2]

Hi, thank you!

I created a resource assignment for a project, then I impersonated the Resource Manager and I approved that assignment. 

Then I went to the Time Sheet Portal impersonating the resource assigned but the project to which he is assigned is not visible.

How can I fix it?

Many thanks,

Tommaso