Resource Plans are not showing in the Resource Allocation Workbench

[Steve Kastelein]

Any suggestions on why these requested resource plans are not showing up on the Allocation workbench for this group?

 

Here is the filter on the Resource Allocation Board

[Harsha Lanka]

Hi Steve,

Can you please check the planned start and end dates of task PRJ001001 and DMND0001101 ? If these task's dates falls between the given chosen dates then they should show up.

Can you please verify?

[natashahunter]

I am running into this very same issue!! Per the screenshot above, the dates of the resource plans do fall within the dates on the Allocation Workbench which expected behavior should present these resource plans. I did also notice (for me) that the list of groups I have to select from does not appear to be all groups, not sure if this is related/contributing to the expected resource plans not showing up. Look forward to anyone that can help on this!

[Harsha Lanka]

Hi, 


Can you please check the planned start and end dates of tasks associated to resource plans fall between the given chosen dates? If the fall, then they should show up.

Also, Groups with pps_resource role will only be shown up in the resource finder.

[Steve Kastelein]

I believe I have the pps_resource setup correctly since the groups show up in the resource group view...

There are no tasks assigned for the project/demand.  In our intake process we do resource and budget estimates before PM is assigned and task creation.  So in our workflow there would never be tasks assigned at this point in the process.

I'll go in and create a task just to see if that fixes the problem.  But if it does, that itself would be a problem.  🙂