Portfolio Manager Guide: Viewing and Managing Resources

Portfolio Manager Guide: Viewing and Managing Resources

• In the Wavity PPM Module, Portfolio Managers can view and mange resources along with their details and current status.
• This helps Portfolio Managers assess resource availability and make informed project assignment decisions.
• Note: The following steps are sample instructions and can be customized to suit specific requirements; however, the core workflow remains consistent.
• Users with Portfolio Manager access can log in with their credentials and will be directed to the Portfolio Manager Interface.

• To view resource details, click on All Resources from the Quick Links.

• A complete list of resources will be displayed, including their availability status (e.g., Available, Assigned).

• To view more details about a specific resource, click the eye icon.

• The detailed view includes information such as hourly rate, title, date of joining, and email address.

• In the Expertise tab, users can also view the employment type (e.g., Bench or Permanent) and certifications held by the resource.