Resource Management

ServiceDesk Plus Cloud's Resource Management allows resource managers to plan, manage, check resource availability, and assign tasks to technicians. It reduces the risk of missing deadlines caused by under-utilizing resources.

Role Required: SDAdmin or SDCo-ordinator

Resource managers monitor the availability, load, utilization of technicians/project members and assign tasks.

Resource Management is accessible from the Home, Projects, and individual Projects. To access resource management from Home tab:

Go to Home >> Tasks >> Resource Management.

To access resource management from the Projects module:

Go to Projects >> Resource Management.

To access the resource management from individual Projects:

Go to Projects and open a project from the Projects list view.
On the Projects details page, click the Resource Management icon.

Functionalities of Resource Management

Using Resource Management, resource managers can:

Monitor a technician's workload (Over-Utilized, Optimally Utilized, and Under-Utilized).
Check the technician's availability for a particular period of time.
Check the overall resource availability for long-term projects.
Monitor who is working on a task at any given time period.
Plan and allocate tasks to a resource from the unassigned list.
Plan and re-allocate a task from one resource to another.
Allocate/deallocate and schedule/reschedule a task to a resource.
Monitor the associated entity details of a task.
Plan and schedule/reschedule a task based on the technician’s availability.
Plan/allocate/schedule/re-schedule a task based on Operational Hours, Holidays, and Weekends.
Edit specific task fields from the Resource Management view. To edit, double click the taskbar.

View the resource utilization based on Scheduled Time.