Manage resources using resource board

  • Release version: Xanadu
  • Updated July 8, 2025
  • 1 minute to read

    • View and manage all the resource assignments without navigating through individual tasks using the resource page. Set up a resource board to automatically generate a resource view in Resource Management Workspace based on your project-associated resources to support forecasting and visualization of resource demands.

    Before you begin

    Role required: it_project_manager, resource_user

    About this task

    When you select Resources from the left menu, you are redirected to a page that generates a resource board based on the resource assignees within that project. The resource board is created within the Resource Management Workspace and shows all the resources and tasks associated with that specific project. You can also view how many tasks are assigned to each resource.

    For example, Simon is a resource who is allocated to two project tasks. When you select Simon from the resource board, you can view all the project tasks to which Simon is assigned for a project.

    Procedure

    1. Navigate to Workspaces > Project Workspace and open a project.
    2. Open the resource page of the project by selecting Resources from the left menu.
    3. Edit the resource status, task effort, start date, end date, or other attributes of the resource assignment as required.
      You can edit the row, reassign, extend, or open a resource assignment. You can create a new resource assignment directly from the resource board in the Resource Management Workspace. You can select the unassigned tasks toggle to view all the unassigned resources that are not currently assigned to any task in that project. For sub-projects, you can select a sub-project and then select Resources to view the resources allocated to that sub-project.