0
5.1.1
Yokohama, Xanadu Patch 4, Xanadu, Washington DC Patch 8, Washington DC Patch 4, Washington DC Patch 2, Vancouver Patch 9, Vancouver Patch 8
Strategic Portfolio Management - The Resource Management Workspace is designed to help Resource Managers streamline their tasks and work efficiently.
This workspace provides a centralized platform focusing on resource management, allowing you to oversee, manage, and resolve resource-related issues easily. This workspace consolidates all your resource management activities in one place—giving you a complete view of your resources and projects.
Resource Management Workspace helps you quickly allocate resources, identify conflicts, resolve issues on-demand, and collaborate with team members effectively.
As a Resource Manager, you can:
- Oversee all resources, issues, and risks with a configurable overview dashboard
- Filter resource portfolios (users) based on attributes and task
- View the work assignments of the resources such as planning items, tasks, operational work for epics, demands, and so on
- Filter and view unassigned tasks in the lower tray
- View resource capacity and allocation details on the allocation heatmap modal
- Create, assign, reassign, unassign, and split resource assignments
- Edit allocated hours of the resource assignments using the inline editing feature
- Create and save different resource board views
- Visibility into resource assignment status (Approve, Pending, Unapproved) using the color-coded labels
- Export resource assignment data to Excel and CSV
- Chat with the task owners via Microsoft Teams
- New
- Landing page for the workspace. Configurable overview dashboard for resource managers based on all resources with the ability to filter down based on attributes.
- Ability to edit all resource assignments, group assignments, and operational group assignments within the workspace.
- Ability to request/extend resource assignments.
- Fixed
- Improved performance of the RMW bottom tray.
- In the top tray of RMW, the hours are set to zero in the heatmap view when user provides negative hours.
- In the top tray of RMW, effort is shown as blank if a negative value is entered in the effort column.
- Required plugins and products - PPM Standard
- Dependencies - sn_datagrid, sn_plng_att_core, sn_spm_com_ui_comp
- Properties that need to be created or set to activate the content pack - None
- Affected business rules - None
- Affected script includes - None
- .jar files that need to get uploaded, if applicable - None