Manage resources from resource page in Project Workspace

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • View and manage all the resource assignments without navigating through individual tasks using the resource page in Project Workspace. Resources page show all project-associated resources and their assignments 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 page from the left menu, you are redirected to a page that displays the project associated resources and their resource assignments for better resource planning. 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 page, 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 page 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 page in the Project 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.