Exploring Resource Management Workspace

Learn about the features, functionalities, and business value that the Resource Management Workspace provides.

This provides a centralized view of the resource allocation and requests. As a Resource manager, you get a dedicated workspace to view the team's allocation and breakdown of the work assigned to the resources.

Resource Management Workspace provides a centralized view of the resource allocations and resource requests. This workspace eases resource management problems and is designed to cover a wider set of use cases.

Features and benefits

Feature	Benefit
Persistent card view	Create focused view to view and work on resource allocations.
Resource allocation view	Breakdown view of resource allocations at weekly or monthly level.
Allocate the unassigned work	Filter the unassigned tasks to view and allocate the work.
Integration with Microsoft Teams	Effortlessly collaborate with the task owner for additional insights.
Approve work for resources	Move the assigned work status to Approved, Unapproved, or Pending to allocate the prioritized work.
Iconography	Identify overallocated resources and reassign to maintain allocations within the resource bandwidth.
Heatmap modals	Breakdown view of the assigned work and efforts.

Resource Management Workspace overview

The Resource Management Workspace provides a centralized view for managing resource allocations and work assignments.

Figure 1. Resource Management Workspace main interface

The workspace is organized into the following areas:

• Resource board: Create filtered views to focus on specific teams, roles, or skills. For more information, see Create a resource card.
• Resource allocation view (top tray): Displays assigned work for each resource with weekly or monthly allocation breakdown and availability indicators.
• Unassigned tasks (bottom tray): Shows pending resource requests that needs to be assigned. For more information, see Assign unassigned work.

Getting started

Follow these steps to begin using the workspace.

1. Configure the workspace to enable the required features and permissions.
2. Create a resource card to define your filtered view of resources.
3. View and assign unassigned work to available resources.
4. Manage resource allocations to adjust and approve assignments.