0
5.3.0
Zurich Patch 4, Zurich, Yokohama Patch 9, Yokohama Patch 5, Yokohama, Xanadu Patch 9, Xanadu Patch 4, Xanadu, Washington DC Patch 8, Washington DC Patch 4, Vancouver Patch 9
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, and demands
- 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
- Realign option to adjust resource assignment dates to honour the change in dates a planning item.
- Ability to update Resource Rate field for resource assignments directly from the top-tray of resource cards.
- Filter top tray in resource cards.
- Ability to choose effort distribution during the assign flow.
- Support for granular admin role changes
- Changed
- Enabled copying of work notes for all operations like assign, unassign, and reassign in the RM workspace.
- Added an information message to update effort from the resource cards view.
- Added assignment date validation in the Move modal.
- Allow overallocation when extending a resource assignment.
- Display an error message when assignment dates are updated outside the task duration.
- Display error messages when editing attributes on assignments that have actuals
- Display an error message when a user attempts to move an assignment with actuals populated.
- Fixed
- Fixed an issue where field-level ACLs were not applied to editable fields in the Resource Management workspace
- Resolved an issue where Assignment_type was not copied to the new assignment during a split operation in RM workspace
- Additional filters in the Resource Board creation modal were not functioning correctly when the board type was set to Worktype
- Employee profile dates are not honored during reassignment operation in the RM workspace
- Honor group-level average daily FTE and custom schedules when heatmap values are updated in the RM workspace
- Fixed an issue when switching to FTE view with Group By enabled in the top grid of the RM workspace
- Not considered user preference for language when displaying resource status values
- Unable to edit resource rate for user type resource assignment
- Corrected inaccurate data displayed in the allocation modal for traditional resource plans
- Fixed an issue where Group and Role fields were set to undefined when updated from the bottom tray
- Unable to perform unassign operation on the resource assignments created on demand
- Fixed an issue where the bottom grid did not refresh when moving an unassigned resource assignment in the RM workspace
- 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