Assigning a Resource to a Resource Request from Resource Allocation Management Page

Assign a resource to a resource request in the Gantt view:

  1. From the Resource Allocation Management page, click next to the position to assign.

    Note: Resources from a child resource pool are not displayed in the window.

    By default, the resources with the same role as the position are listed in the order of suitability. You can also find resources by using the filters described in the following table.

    Filter Name Description
    Sort By

    The order in which the resources are displayed.

    • Capacity: Displays resources in the descending order of resources' availability scores.
    • Skill: Displays resources in the descending order of resources' skill scores.
    • Suitability: Displays resources in the descending order of resources' suitability score.
    • Resource Name: Displays resources alphabetically by resource name.
    • Projected Utilization: Displays resources in the descending order of resources' project utilization score.

    The scores for all the above criteria except Resource Name are displayed under each resource. For information about how these scores are calculated, see Resource Finder Calculations.

    Role The role of the resource to assign.
    Category The resource type of the resource to assign.
    Resource Name The name of the resource.
  2. Select the checkbox in front of the resource to assign to the position.

    You can select more than one resource to assign.

    Note:  

    • By default, 10 resources are displayed at most. If there are more than 10 resources available to assign, clicking More at the bottom display 10 more resources.
    • Click Check All if you want to select all displayed resources. Resources that are displayed only after you click More will not be selected.

      If you select Check All and then deselect some resources, this option is still selected, however, only the selected resources will be assigned.

    • Clicking Advanced in the dialog box, you are brought to the Select a Resource to Assign dialog box, where you can use the enhanced resource finder functionality.

      For more information about enhanced resource finder, see Scalable Resource Finder.

  3. (Optional) Check the option Commit selected resources if you want to commit the selected resources after they are assigned.

    This option appears only when there are resources available in the resource finder and the parameter ENABLE_COMMIT_RESOURCES_IN_RESOURCE_FINDER is set to true. If you want this option to be checked by default, set the parameter CHECK_COMMIT_RESOURCES_IN_RESOURCE_FINDER to true in Administration Console.

  4. (Optional) Check the option Distribute demand evenly to selected resources if you want to distribute the position's demand evenly to selected resources.

    This option appears only when you select at least two resources and the parameter ENABLE_DISTRIBUTE_RESOURCES_IN_RESOURCE_FINDER is set to true. If you want this option to be checked by default, set the parameter CHECK_DISTRIBUTE_RESOURCES_IN_RESOURCE_FINDER to true in Administration Console.

  5. Click Assign.

    The allocation provided for the resource is the lowest value of either the remaining capacity of the resource or the position's unmet demand. If the resource's capacity is used as the resource allocation, the position's unmet demand is updated (the updated position's unmet demand= initial unmet demand– the resource's allocation).

    If you assign more than one resource to a position, the allocated efforts of the resources are used in a specific order which is decided by how the resources are displayed according to the Sort By field. In this example, if you assign Elva and Johnson to the position, the allocation of Elva is used first.

Assign a resource to a resource request in the Table view:

  1. From the Resource Allocation Management page, click next to the position to assign and select Assign.

    Note: If one or more specific resources were requested, the Specific Resources Requested dialog opens. You can select and assign the specified resource(s) or you can click Choose Other Resources to assign other resources.

  2. Search for a specific resource and select the resource to assign to the position.

    Note: Resources from a child resource pool are not displayed in the auto-complete window.

  3. Click Save.

    Note: You must click Save from the Table view of the Resource Allocation Management Page in order to save any assignments you made.

See also: