Who should use the Resource Management workflow?
Teams or solo builders working on business tasks who want a repeatable process instead of one-off tool experiments.
Execution Map
7-step pipeline — follow each step in order
1Setup · Step 1 of 7
Open task pageBudget & Resource Management
Prepare inputs and settings through Budget & Resource Management before running resource management.
Why this matters
Budget & Resource Management sets up the foundation for resource management; clean inputs here reduce downstream rework.
What you get
Inputs, context, and settings are ready so the workflow can move into execution without blockers.
2Input · Step 2 of 7
Open task pageRisk Management
Use Risk Management to build supporting assets that improve resource management quality.
Why this matters
Risk Management strengthens resource management by feeding better supporting material into the pipeline.
What you get
Supporting assets from risk management are prepared and connected to the main workflow.
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3Input · Step 3 of 7
Open task pageKnowledge Management
Use Knowledge Management to build supporting assets that improve resource management quality.
Why this matters
Knowledge Management strengthens resource management by feeding better supporting material into the pipeline.
What you get
Supporting assets from knowledge management are prepared and connected to the main workflow.
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4Core · Step 4 of 7
Open task pageResource Management
Execute resource management with Resource Management to produce the primary final deliverable.
Why this matters
This is the core step where resource management actually happens, so it determines baseline quality for everything after it.
What you get
A first-pass final deliverable is generated and ready for refinement in the next steps.
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5Refine · Step 5 of 7
Open task pageOptimize resource allocation
Refine and validate resource management output using Optimize resource allocation before final delivery.
Why this matters
Optimize resource allocation adds quality control so issues are caught before the workflow is finalized.
What you get
The final deliverable is improved, validated, and prepared for final delivery.
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6Refine · Step 6 of 7
Open task pagetalent management
Refine and validate resource management output using talent management before final delivery.
Why this matters
talent management adds quality control so issues are caught before the workflow is finalized.
What you get
The final deliverable is improved, validated, and prepared for final delivery.
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7Deliver · Step 7 of 7
Open task pageLead Management
Package and ship the output through Lead Management so resource management reaches end users.
Why this matters
Lead Management is what turns intermediate output into a usable, publishable result for real users.
What you get
A finalized final deliverable is ready for publishing, handoff, or integration.
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