As a resource manager, it’s your job to allocate specific resources to projects. You’ll aim to meet, as closely as possible, the requirements defined in resource requests submitted by project managers.
Refer to All about resourcing for more information.
To see details of resource requests submitted, alongside details of the actual allocation made, use the Resource Request vs Allocation report template.
You will receive a notification when a resource request has been submitted by a project manager.
To allocate resources:
Unfulfilled requests display here, in Pending state. Each project has its own section; click theicon to expand a section, if needed.
The request’s status will update to Proposed, and the request will move to the Proposed tab. Your suggestions will be sent to the project manager, and they will be notified that their request has been fulfilled.
The project manager can:
If no resource is available who matches the request requirements, you can:
In either case, the project manager will be notified.
When you select + Assign Resource, a new page will open listing users with Project Resource permissions.
This list will be automatically filtered by the filter settings at the top of the page, showing the best matches for the request’s criteria at the top of the list.
Once you’ve found the resource or resources to propose for the request, select the check box beside those names, then click Set Resources.
Be sure to check the request, to see if it includes any resource requirements:
You can search for resources with particular attributes by clicking the icon, located in the top, right-hand corner of the page.
You can select criteria from the following fields, using the icon on the right.
You can search by name using the Has words filter; this only returns matching full words.
Filters determine the order in which resources appear in the list, with resources that best match request criteria appearing higher in the list.
Availability slider and date range filter
This slider determines how strictly results adhere to the date range, using a scale of 0 (resources availability doesn’t need to match dates) and 100 (resource availability must exactly match dates).
You can update the range dates; they’re based on the request dates by default.
SmartMatch is a tool that filters resources based on how well they match request requirements, so it can help you quickly find resources that fit requests.
All requirements are taken into account, apart from availability, which can be filtered for using the controls described above.
Each resource is given a rating from 0 to 100, based on how closely they match the requirements. Then, you can use the SmartMatch slider to filter by that rating.
Not if the allocation you want to change has been accepted by the project manager (reached Complete status.) If the allocation hasn’t been accepted (is Tentative), you can recall the request and update it. If it has been accepted, you’ll have to contact the project manager, and ask them to release resources that you need elsewhere.
These colors are assigned randomly, to aid in distinguishing between resources. They don’t have any other meaning.
Yes. It’s called the Resource Allocation report template.
Yes, you can suggest any combination you want that you think will best match the criteria specified.
No, resource managers only make project-level allocations. Then, project managers can assign resources available on that project to specific tasks.
You’ll have to contact them directly, if you need information about why they rejected a resource.
Recalling puts a Tentative request – one sent back to the project manager, but has not yet been accepted – back to Submitted state, so you can modify the resources as desired. You might need to do this if you need the proposed resources for another project. This option is not available once the request has been accepted (Complete).
To recall resources from an existing allocation, click the icon for the request, and select Recall.
What does the Propose All Resources button at the bottom of the resource selection page do?
This will propose all resources on the page, even if no check boxes are enabled.