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Column | Description |
|---|---|
Name | |
Employee ID | |
Cost Center | |
Location | |
Department | |
Title | |
Billable | Shows Yes for billable in this column, while the column will remain blank for non-billable resources. |
Temporary | Shows Yes if true. Please note that the temporary flag is being phased out by the more powerful Resource Type setting. |
| UDF | An additional column is available for each resource UDF defined in your installation. By default, they are not shown in the grid, but can be added by right-clicking in the grid and choosing Customize Columns. |
Match % | Availability to fulfill requested hours exactly as requested. |
Flex % | Availability to fulfill requested hours within the same time period as the request, but not in the same distribution |
Match % and Flex %
These two values are very useful and warrant a section all on their own. They provide you with a quick percentage percentages so that you can quickly see the likelihood that a candidate has enough availability to fulfill all of the requested scheduled hours.
The match Match % determines - how closely can 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 your resource can work all the hours. However, you might see an 80% match which indicates the resource can only cover 4/5 of scheduled hours. This is where flex percent comes in.
Flex % - how closely can the resource work all hours if you were to shuffle hours within the date range? For example, say you scheduled 4 hours a day for next week. But since your resource doesn't work Fridays, the match % is 80%. However, the resource could work those extra hours over the other four days. There flex % is now 100%.
If your match or flex percentages aren't quite perfect, you will probably want to go over to the Role Graph Tab to get a visualization of the resource's commitments and current requested hours.
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