Confirm or allocate resources from the Allocation Workbench

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

    • Confirm or allocate resources for a group, role, or user resource plan for the entire period of the resource plan or a specific period of the resource plan from the Allocation Workbench.

    Before you begin

    Role required: resource_manager

    About this task

    The allocation period must be within the resource plan duration to confirm or allocate resources for a specific time period.

    You can confirm resources only for a requested or confirmed resource plan. The confirm action is not applicable for operational resource plans.

    You can allocate resources only for a partially allocated or allocated resource plan.

    Procedure

    1. Navigate to All > Resource > Resource Workbench > Allocation Workbench.
    2. On the Allocation Boards page, select the allocation board whose resource plans you want to manage.
    3. Select a group, role, user resource plan in the resource grid.
      The resource finder shows all the resources in that resource plan.
    4. In the resource finder section, check the availability of the resources​.
    5. Select the required resources​.​
    6. Confirm or allocate resources.
      • For a specific period: Select the down arrow (Down arrow) corresponding to Confirm or Allocate, and select Confirm for specific period or Allocate for specific period. ​Select the allocation period and select Confirm or Allocate.
      • For the whole period: Select Confirm or Allocate.

      For operational resource plans, allocated hours for a resource are calculated based on the percentage capacity specified in the operational resource plan. If a new member is added to a group, you can allocate the newly added member in an already allocated operational resource plan for the same group.

      Note:
      Users already confirmed or allocated for a time period can’t be confirmed or allocated for the same time period again.