Create a resource card
Create a custom resource card to view resources and unassigned tasks, and work on resource mapping for your persistent and focused portfolios.
Before you begin
Role required: resource_user, resource_manager, it_project_manager
Procedure
Navigate to Workspaces > Resource Management Workspace.
Select the Resource cards icon (
Resource cards icon.\) from the menu.
- Select the New Resource Card button (
New Resource Card button.\).
- Enter the following details.
| Field | Description |
|---|---|
| Name | Unique name for the filter card.Name the resource card inline with the purpose and filter condition to easily identify and access your view. |
| Filter by | - Resource - filter and view resources by their primary planning attributes. - Work type - filter and view resources working on a demand, project, or an epic and their respective details. |
| Start Date | Select the start date in the required date range to view resources. |
| End Date | Select the end date in the required date range to view resources. |
| Description | Enter a description explaining your resource card view. |
By default, the date range is set to six months from today's date. Maximum date range is 3 years from the selected start date.
Select Next.
Create filter condition to view a custom set of resources.
The default condition is set to show all active users.
Tip: Save a filter condition using the Save filter option (
Save filter button.\) and name the filter to easily identify it later. Next time you create a resource card, you can select one of your saved filters from the **Use existing filter** list and customize it further.
- Select Confirm.
GIF showing how to enter name and select the date range to create a resource card.
**Note:** You can edit the card details and filter condition using the edit icon \(
Right inclined pencil icon representing edit functionality.\) on the resource board.
Result
A resource board view with the list of resources matching the filter condition with their work allocations, projects they're working on, and the assignment status is displayed.
Resource Portfolio view depicting resource allocations in various states.
What to do next
Enable the Unassigned tasks toggle and build a filter condition to view unassigned tasks in the Unassigned tasks bottom tray.
For more information on how to filter and view unassigned work, and handle resource assignments, see Assign and approve unassigned work using Resource Management Workspace.
Parent Topic:Using Resource Management Workspace