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set the candidates, requested resource, and scheduled resource for a role |
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Watch Resource Management Deep-dive webinar [go to 39:12] for a video demonstration of this functionality. |
To reach this area open any Role and go to the Resource Assignment tab.
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Match % and Flex %These two values are very useful and warrant a section all on their own. They provide you with a quick percentage so that you can see the likelihood that a candidate has enough availability to fulfill all of the requested hours. The match % determines how closely the resource can work all requested hours exactly as scheduled. Ideally the match percent is 100% and you know it is safe to book this resource. Let's say you request a resource for half-days across an entire week, or 20 hours. The resource is already booked to another project for all of Monday though. The match percent is 16 out of 20 hours, or 80%. This is when you want to look at flex percent. Looking at the entire week that was requested, you could bump those 4 problem hours from Monday to each of the next four days. Your flex % is still one hundred. As long as you are willing to be flexible on when the work is actually done, you can still get all the hours you want. If the flex percentage looks good , you probably want to go over to the Role Graph Tab to get a visualization of the resource's commitments and current requested hours's Schedule Tab to deal with overallocations. |