Resource Managers

This feature is currently in the beta testing phase and is only available to a limited number of users.

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Each resource, both human and physical, can have one or more managers. The resource manager is responsible for allocating its time among spaces. More specifically, the resource manager makes decisions about incoming allocation requests. They need to review the request, and then approve or deny it.

The only information the resource managers have access to is the distribution of a particular resource’s work time. They cannot edit the skills, leaves, or any other resource data (the Human/Physical Resource Manager KanBo role is required).

There are two types of resource measurement units:

  • Time
  • Quantity

Depending on whether the resource is time-based or quantity-based, users need an Enterprise or Strategic KanBo license, respectively, to become the resource managers.

You need the Enterprise/Strategic KanBo License to be a manager of time-based/quantity-based resources.

My Resources section

The resource managers have access to the My Resources section, where they have a view of the usage of the resources to which they are assigned. This section has its own notification system for each incoming request.

Example: Notifications are displayed next to the Resource Management module icon on the Sidebar.

Learn how to use the My Resources section and manage allocation requests.

Assigning managers to resources

You need the Human/Physical Resource Manager role and be the organizational unit manager to edit a human/physical resource.

You can set managers for resources only if they are assigned to the same organizational unit (a manager can belong to many organizational units).

To assign a manager to a resource:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Resources.
  4. On the resource, select  Edit.
  5. On the Managers section, select the user icon , and then select a user.
  6. Select Save.

Example: A single resource can have more than one manager.

Removing managers from resources

You need the Human/Physical Resource Manager role and be the organizational unit manager to edit a human/physical resource.

To remove a manager from a resource:

  1. On the Sidebar, select  Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Resources.
  4. On the resource, select  Edit.
  5. On the Managers section, select the manager and then select Remove.
  6. Select Save.

Example: Removing the Megan Davies manager from the resource.

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