Access, assign, and approve unassigned work in Project Workspace

View, assign and authorize resources directly from Project Workspace without navigating to Resource Management Workspace.

시작하기 전에

Role required: it_project_manager

이 태스크 정보

In Project Workspace, when you select Resources page from the left menu, you’re redirected to a page that displays the project associated resources and their resource assignments for better resource planning. By embedding the resource page through interoperability, the Project Workspace application supports these actions:

• View assigned and unassigned work from the resource page.
• Assign unassigned work using automatic or manual effort distribution.
• Preview real-time effort allocations before assignment.
• Identify resource availability and over-utilization using visual indicators.
• Approve, unapprove, or reprioritize assignments by changing the resource status directly from the resource page.
• Extend or update assignments without leaving Project Workspace.

프로시저

1. Navigate to Workspaces > Project Workspace and open a project.
2. Open the resource page of the project by selecting Resources page from the left menu.
3. Enable the Unassigned tasks toggle () to view the unassigned work requests in the lower pane.

   

   You can create resource assignments based on the primary attributes (Group, Skill, or Role). You can see a comprehensive view of resource allocations and group them by primary group, skill, role, owner, and parent item.

4. From unassigned tasks pane, select the context menu row () for any task and select Assign Work.
5. You can assign work using one of the following ways.

   Assign work choices	Description
   Auto Assign	The system automatically identifies all resources based on the selected primary attributes and distributes the work equally among the resources. In the Assign resources window, select Assign resources automatically from the Assign resources list.
   Manual Assign	Enables you to choose specific resources and decide how much effort to allocate. There are two sub options, which you can choose. Select the required resources from the Select resources list. You can assign efforts using one of the following sub options: Select the Distribute entire efforts equally option to distribute the entire requested effort equally among the selected users. Select the Distribute partial effort equally option and enter the required efforts in the field. Partial Effort Equally: Assign only the entered efforts equally among the selected resources.

   주:

   Remaining efforts after equally distributing the work among the users is retained in the Unassigned tasks tray. Resource managers can again allocate these efforts.
6. Select the Preview button to see the real-time allocations before assigning the work.
7. Select the Assign button to assign work to the resources.
   The assigned work is reflected in the top pane nested by resource view and will be in Pending state ().
8. Expand a resource row using the expand row icon () to view assigned tasks.
9. Double-click in the Resource status column and select Approve to confirm the assigned work so the resource can start working.
   While assigning the work, you can easily identify if a resource is available () or overutilized (), even for the future periods, using the iconography.
10. You can change the status of any assigned assignments using one of the following options.

    Choice	Description
    Approved	Approve the assigned work to confirm the work.
    Unapproved	Unapprove any efforts that don't required work due to a change of business need or priority planning.
    Pending	Move approved or unapproved tasks to pending to reprioritize the work requests.

결과

The assigned work items are Approved () or Unapproved () and the status of the work assignments is rolled up to the resource level.

다음에 수행할 작업

• Reassign or unassign any assigned work from the Project Workspace. For more information, see Reassign or unassign work using Resource Management Workspace.
• Split resource assignments at a specific date from the Project Workspace. For more information, see Split resource assignments using Resource Management Workspace.