Use resource assignments

The Resource Management Workspace is presented as a new approach to assigning resources to outcomes. Resource Management Workspace integrates with Project Workspace, Strategic Planning, and Portfolio Planning enabling the portfolio stakeholders to create resource assignments for their work.

Advantages and benefits of Resource Management Workspace

• Assigning resources to outcomes: facilitates the process of allocating people to achieve specific outcomes for a task.
• Planning attributes: acts as a common currency between capacity planning, resource assignments, and financials.
• Diversified handling: manage the inevitable changes to support your organization and priority changes during your planning cycle.
• Granular allocation: split or move an assignment to effectively handle the granular changes for your work.
• Allocation spread: toggle between the monthly or weekly view of resource allocation which caters to various planning and reporting needs.
• Grouping of assignments: group the resource board view using primary attributes such as group, role, or skill to reassign any existing work to a different user.
• Enhanced insights: get a deeper, informative, and more insightful details into the allocation details using the heatmap view.
• Better integration: prevent errors and ensure better practices by locking down resource assignments with recorded actuals, preventing modifications or deletions to maintain historical work data.
• Clear alerts: notify a stakeholder or a resource user using the alert icons which indicate any over allocations or change in assignment status.
• Streamline communication: capture the required or additional information in the notes to establish a seamless communication between resource manager and resource requester.

• Using Resource Management Workspace
  Create custom resource board views of persistent portfolios to view the current resource allocation and resource requests for all of your resources and work.
• Managing resource assignments from Project Workspace
  Optimize project execution by assigning resources to tasks within the Project Workspace. You can create resource assignments for any project or project task, specifying the tasks to be performed and the resources to be allocated. Use the Resource Management application to allocate and manage your resources in the Project Workspace.