Have you been thinking about using the resource management tools in Workfront but don’t know how to get started? We’ve created a Blueprint that takes you step by step through the settings and product areas that you need to check and potentially update to ensure that you’re getting resource management data you can trust.
This project template outlines all the prep work that needs to be done in order to ensure successful use of Workfront’s Resource Management tools – the Resource Planner and Workload Balancer. A project created from this template serves as your checklist to guide you through setting up the foundation required to optimally manage your resources and make sure you’re ready to launch the tools across your team, group, or organization.
We’ve purposely created this Blueprint as a project template so each new group or team can create their own resource management preparation checklist as they’re ready to explore these functionalities within Workfront and individually launch as needed.
Report: Resource Management User Preparation
Use this audit report to ensure your Users have the correct information necessary to facilitate accurate resource management data. This report surfaces important data like users’ Job Role and Resource Pool.