Create a resource card

Create a custom resource card to view resources and unassigned tasks, and work on resource mapping for your persistent and focused portfolios.

Before you begin

Role required: resource_user, resource_manager, it_project_manager

Procedure

1. Navigate to Workspaces > Resource Management Workspace.
2. Select the Resource cards icon () from the menu.
3. Select the New Resource Card button ().
4. Enter the following details.

   Field	Description
   Name	Unique name for the filter card. Name the resource card inline with the purpose and filter condition to easily identify and access your view.
   Filter by	Resource - filter and view resources by their primary planning attributes. Work type - filter and view resources working on a demand, project, or an epic and their respective details.
   Start Date	Select the start date in the required date range to view resources.
   End Date	Select the end date in the required date range to view resources.
   Description	Enter a description explaining your resource card view.

   By default, the date range is set to six months from today's date. Maximum date range is 3 years from the selected start date.
5. Select Next.
6. Create filter condition to view a custom set of resources.
   The default condition is set to show all active users.

   Tip:

   Save a filter condition using the Save filter option () and name the filter to easily identify it later. Next time you create a resource card, you can select one of your saved filters from the Use existing filter list and customize it further.
7. Select Confirm.

   

   Note:

   You can edit the card details and filter condition using the edit icon () on the resource board.

Result

A resource board view with the list of resources matching the filter condition with their work allocations, projects they're working on, and the assignment status is displayed.

What to do next

Enable the Unassigned tasks toggle and build a filter condition to view unassigned tasks in the Unassigned tasks bottom tray.

For more information on how to filter and view unassigned work, and handle resource assignments, see View, assign, and approve unassigned work using Resource Management Workspace.