Using the Resource Finder

Resource Management's Resource Finder is used when you assign resources to the following entities:

  • Tasks

  • Requests

  • Staffing profile positions

You can also open the Resource Finder for a generic resource availability search by selecting Open > Resource Management > Analyze Resources > Search Resource Availability from the menu bar in the standard interface.

Note: The Resource Finder may display some results in grey. These are resources that belong to a resource pool you do not manage. These resources can be viewed in the Resource Finder, but not assigned.

The Resource Finder's main fields are described in Table 5-3. Resource Finder fields and buttons. Its header fields vary depending on whether a search is being run for a task, request, staffing profile, or generically.

Figure 5-4. Resource Finder

Table 5-3. Resource Finder fields and buttons

Field/Button Name

Definition

Resource Results

[checkbox]

Selecting this option keeps the selected resource at the top of the Resource Finder when paging through or revising the search.

Resource Name

The name of the resource. Sortable column.

Suitability Score

A numeric score representing the resource's suitability for the entity in question, based on their related role, skills, and availability. The higher this score, the better. See Suitability Score Calculation for more detailed information on how this score is computed.

Availability Score

A numeric score representing the resource's availability for the entity in question, based on their current load and capacity. A higher score (close or equal to 100) means better availability. See Calculating Availability Score for more detailed information on how this score is computed.

Skill Score

A numeric score representing the resource's suitability for the entity in question relative to the skill required. A higher score (close or equal to 100) means better suitability. See Calculating Skill Score for more detailed information on how this score is computed.

Projected Utilization

How much the resource would be used if the assignment were made. See Calculating Projected Utilization for more detailed information on how projected utilization is computed.

Current Utilization (chart)

How much the resource is currently being used during the selected time period, displayed in a chart. Utilization is expressed by color. Current utilization is current load divided by capacity for the given time period.

Check All

Selects the checkboxes next to all resources listed.

View Resource Load

Opens the Resource Load page with data for all selected resources.

Compare Skills

Opens the Compare Skills page with data for all selected resources.

Prev/Next

Moves on to the next or previous set of search results, with the selected resources (if any) retained at the top of the list.

Assign

Enabled when one or more resources are selected. Assigns the selected resource(s) to the entity in question and closes the Resource Finder.

Cancel

Closes the Resource Finder without making changes.

Modify Search Criteria

Availability Within Dates

Searches for resources available within the selected dates.

Effort

The amount of effort in hours or FTEs required within the available dates. This field only appears on the Resource Finder for tasks and requests.

Delete icon

Removes the skill from the filter list.

Skill

Searches for resources with the selected skill.

Ideal Proficiency

Searches for resources near the selected Proficiency Level.

Add Skill

Adds another skill line to the filter list.

Only show results with a Suitability Score greater than

Searches for resources with a Suitability Score greater than the provided value.

Resource Name

Only displays the selected resources.

Resource Category

Only displays resources in the selected category.

Role

Only displays resources with the selected role.

Location

Only displays resources in the selected location.

Resource Pool

Only displays resources in the selected resource pool.

Department

Only displays resources in the selected department.

Organization Unit

Only displays resources in the selected organization unit.

Search

Reloads the Resource Finder with search results based on the new criteria.