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Accessing Manage Resources from Smart IT

The Manage Resources console is used for managing resource requests and assignments specific to tickets from Smart IT.

The Manage Resources console is accessible to the Resource Managers and Resource Masters.

To access the Manage Resources console

  1. Log in to the BMC Helix Smart-IT
  2. Go to the ticket for which you want to manage resources
  3. Click on the More button
  4. Click on the Manage Resources button

The following figure shows the options once you access the Manage Resources console.

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The following table describes the Manage Resources Console elements:

Annotation

UI element

Description

1

Navigation bar


Access menus

Navigate to the following options available in 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.

https://docs.bmc.com/docs/bwf2105/files/1006296150/1006296154/1/1621835002070/Notifications+icon.png

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.

https://docs.bmc.com/docs/bwf2105/files/1006296150/1006296156/1/1621835002105/Gear+icon.PNG

Application Settings: Shows the configuration settings in Portfolio Management application.

For more information, see Administering.

image2022-4-22_14-31-30.png

Application Launcher: Contains all the applications, created within BMC Helix Innovation Studio. 

For more information, see Viewing Reports.

image2022-2-8_17-13-20.png

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 assignment.
  • My Preferences: A field to enter the preferred language of the user.
  • Sign Out: Click to log out of the application.

2

Entity Details

  • External ID: Display Id of the Ticket/Entity
  • Source Application: Source Application of the entity.
  • Summary: Summary of the ticket.
  • Entity Type: The type of Entity is displayed here. For Ex: Task, Incident, etc.

3

add.pngNew Resource Request

Click on the 'add.png New Resource Request' button to create a new resource request for this entity. This will open up the Resource Request Create view.

Create the resource request by adding the required details. Refer to Creating-resource-request for more information.

4

Resource Request Grid

This grid shows all the resource requests that are created for this entity.

For more details about this resource request, click on the Resource Request id. This will open up the page to view and edit resource requests.

5

Resource Assignment Grid

This grid will show data when a resource request is selected, once the resource request is selected, it will show all the resource assignments that are related to that request.

For more details about a resource assignment, click on the Resource assignment id of that assignment, this will open up the page to view and edit resource assignments.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC Helix Portfolio Management 23.3