Resource Management
Manage your resources like an asset and have a direct impact on your services business.
Manage Resource Pool
Allocation levels
Resource manager can view global resources’ to determine their current and future allocation levels.
Graphical calendar
Use the graphical calendar to easily spot underutilized or over-utilized resources.
Dynamic charts
Report on utilization by various dimensions with dynamic charts and graphs.
Time off and availability*
Layered time off, holiday calendars and schedules to determine availability.
Intelligent Resource Allocation with SmartMatch
Resource requests
Project managers can create requests with resource managers based on their skill and project needs.
Resource criteria
Ability to mention criteria while requesting resources – availability, skills, location etc.
Resource recommendation engine
Built-in recommendation engine brings ideal resources for the job to the top.
Locate resources
Quickly locate resources based on availability, location, skill set, department, or other criteria.
Resource fulfillment
Built-in project manager and resource manager collaboration workflows for project resource fulfillment.
Project allocation
Allocate resources to projects by percentage of total availability or by hours per day.
Capacity Planning
Resource forecasts
Generate resource forecast reports to gain visibility into the future availability of your staff.
Hiring requirements
Assign placeholder resource to pending projects to effectively account for resource requirements, and enable quick hiring/training.
Skills & Certification Management
Resource skills & certifications
Track skills, certificates and expertise levels for each resource as needed by your services firm.
Self-service updates
Easily manage skill and certification updates with attestation.
Skills catalog
Create a reference catalog of skills needed by each role.
Skill based assignments
Leverage skill and expertise while initiating and fulfilling resource requests.
Manage hiring and training
Analyze resource availability by skillset to proactively hire or retrain resources and meet future demand.
