Create or update an allocation board

Create a personalized allocation board to manage your filtered resources in terms of their capacity, availability, and utilization.

About this task

Important:

Allocation workbench is being deprecated starting Xanadu release. It will be hidden and no longer available for installation but will continue to be supported. For details, see the Deprecation Process [KB0867184] article in the Now Support Knowledge Base.

Resource Managers are encouraged to use the Resource Management Workspace to allocate, approve, and manage resource assignments. Resource Management Workspace is a dedicated workspace view for Resource Managers where you get the insights about unassigned tasks, heatmap view of resource bandwidth, custom view to handle priority resource assignment requests, and so on.

Define filter criteria to create your board. You can modify the details of an existing board or delete an unused board.

Step 1 provides you the navigation to Allocation Workbench. Choose step 2, 3, or 4 to create, update, or delete a board.

An allocation board groups resources based on filter criteria. Opening a board shows the list of resources under that criteria in the allocation workbench.

Before you begin

Role required: resource_manager

Procedure

1. Navigate to All > Resource > Resource Workbench > Allocation Workbench.
2. To create a board, do the following.
   1. Select New on the Allocation Boards page.
   2. In the Create new window, fill the fields.
      For a description of the field values, see Create New form.
   3. Select Create.
3. To update the board information, do the following.
   1. Select an existing allocation board to open it.
   2. Select the Allocation workbench menu () and select Edit.
   3. Update the fields and select Update.
4. To delete the board, do the following:
   1. Select an existing allocation board to open it.
   2. Select the Allocation workbench menu () and select Delete.
   3. Select Delete to confirm.

Result

• Allocation board is created and you’re navigated to the allocation workbench. The allocation workbench shows the resources based on the filter criteria defined by the allocation board.
• In the Allocation Boards page, the board is added and has a color band based on the applied Type filter.