Resource assignment console

The Resource Assignment Console is one of the main consoles for resource management. Here Resource Managers and Resource Masters can monitor the progress of assignments as they move through their lifecycle, resource managers and masters can view information like assigned hours, tracked hours, completion percentage, etc.

To access the resource assignment console, log in to the Portfolio Management application and click Workspace > Resource Assignments.

The following figure shows the options once you access Resource Assignment Console.

15 - Resource Assignment Console.png

The following table describes the Resource Assignment Console UI elements:

Annotation	UI element	Description
1	Navigation bar
	Access menus	Navigate to the following options available in BMC Helix Portfolio Management application: Dashboard: The dashboard is visible to all resource contributors, resource managers, and resource masters. It consists of the Pre-Configured Cards and a Card’s settings icon that would allow the currently logged-in user to create new Custom Cards for easy access. Workspace: The menu displays the available workspaces, which include, Ideas, Demands, Projects, Programs, Project Tasks, Resource Requests, and Resource Assignments. The respective workspace displays the list of ideas, demands, projects, programs, projects tasks, resource requests, and resource assignments created within the application. Create: It displays the options to create a new Idea, Demand, Project, Program, Portfolio, and Resource Request. Portfolios: Has the two categories, Business and Application Portfolios, that redirect you to the respective list of Portfolios created within the application. Resources: This menu displays the list of consoles related to Resource Management, which includes Resource Qualifications, Timecard Approvals, Resource Timecards, and Resource Availability.
		Messages: Shows the notifications for your profile. For example, when a project task is assigned to the currently logged in user, they will get a notification that will appear under this bell icon.
		Application Settings: Shows the configuration settings in BMC Helix Portfolio Management. For more information, see Administering.
		Application Launcher: Contains all the applications, created within Innovation Studio. For more information, refer to Viewing Reports.
		My Profile: Displays the following user options: My Qualifications: Redirects the user to the My Qualifications console, where they can add and manage their qualifications. Refer to My qualifications console for more. Log Timecards: Redirects the user to the Timecard Dashboard, where they can enter a new timecard. Refer to Timecard Dashboards for more. My Availability: An availability tag that can be applied to a user's profile to show they are available for the assignment. My Preferences: A field to enter the preferred language of the user. Sign Out: Click to log out of the application.
2	Workspace	List of Resource Assignments.
3	Assignment ID	Open a Resource Assignment.
4	Search grid	Search for resource assignments by entering the keywords or assignment ID.
5		Filter the listed records by entering or selecting values. For example, you want to view assignments that are in approved status. To view these records, in the Filter list, select Approved from the Status field and click Apply. You can use preset filters that are readily available to narrow down your search. Preset filters are filters that are available out of the box. Learn more about creating filters in Defining filter presets to search records.
6		Modify the visible columns in the workspace.

Resource assignment console

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