Create or update an allocation board

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Create a personalized allocation board to manage your filtered resources in terms of their capacity, availability, and utilization.

    Before you begin

    Role required: resource_manager

    About this task

    Define filter criteria to create your board. You can modify the details of an existing board or delete an unused board.

    Step 1 provides you the navigation to Allocation Workbench. Choose step 2, 3, or 4 to create, update, or delete a board.

    An allocation board groups resources based on filter criteria. Opening a board shows the list of resources under that criteria in the allocation workbench.

    Procedure

    1. Navigate to All > Resource > Resource Workbench > Allocation Workbench.
    2. To create a board, do the following.
      1. Select New on the Allocation Boards page.
      2. In the Create new window, fill the fields.
        For a description of the field values, see Create New form.
      3. Select Create.
    3. To update the board information, do the following.
      1. Select an existing allocation board to open it.
      2. Select the Allocation workbench menu (allocation workbench menu.) and select Edit.
      3. Update the fields and select Update.
    4. To delete the board, do the following:
      1. Select an existing allocation board to open it.
      2. Select the Allocation workbench menu (allocation workbench menu.) and select Delete.
      3. Select Delete to confirm.

    Result

    • Allocation board is created and you’re navigated to the allocation workbench. The allocation workbench shows the resources based on the filter criteria defined by the allocation board.
    • In the Allocation Boards page, the board is added and has a color band based on the applied Type filter.