Resource Management – Resource Manager

Operational Article 

Purpose

The Resource Manager is an advanced operational workspace designed to help organizations:

• identify the best resources for project services

• analyze availability, workload, skills, and cost impact

• balance resource utilization across teams

• make data-driven staffing decisions

It supports both top-down planning (project → resourcing) and bottom-up analysis (resource → capacity).

The feature works across two complementary perspectives:

1. Resources View – analyzing work by user

2. Projects View – analyzing work by project

Additionally, the Resource Manager includes a Talent Finder / Assignment Engine that recommends the best resources based on:

• skill match

• availability

• cost impact

1. Landing Page – Resources View

The Resources View displays workload grouped by user. Each row represents a resource, showing:

• Name

• Skills / Function (below the name)

• Total assigned effort

• A week-by-week or month-by-month breakdown

This view is ideal for:

• detecting overbooking

• identifying available resources

• reviewing staffing across the organization

Key Features

• Timeline navigation (day / week / month)

• Expand / Collapse project details

  • Horizontal scroll for long-term visibility

• Color-coded effort blocks

  • Gray - Project Estimation (effort)
  • Blue - Allocations (effort)
  • Orange - timesheets (effort)

• Filters for users, skills, projects, allocations, and more

2. Landing Page – Projects View

The Projects View organizes information by project rather than by user.

For each project you can see:

• Total effort planned

• Breakdown by user

• Scheduling per week or month

• “Without User” entries (unassigned workload)

This view supports:

• staffing analysis

• capacity/demand balancing

• identifying unstaffed tasks

• planning for upcoming phases

3. Filters (Advanced Filtering Panel)

The filtering engine is shared across both views and supports:

Resource Filters

• Users

• Availability

• Services

• Skill Domains / Skill Categories

• Knowledge Levels

• Companies

• Areas / Functions

• Categories

• Work Types

Project Filters

• Projects

• Work Items

• Allocations

• Timesheets

Users can combine multiple filters for deep analysis or scenario planning.

4. Manual Actions – Assignments & Talent Finder

When clicking the actions button (…) on any unassigned service line (e.g., "Without User"), the system displays available assignment options.

Two types of assignments are available:

4.1 Assign Manually

The user directly selects a resource to staff the work item.

• Instant assignment

• No scoring or validation

• Ideal for known teams or predefined staff

4.2 Find Talent (AI-assisted selection)

This is the most advanced feature of the Resource Manager.
It evaluates resources across multiple metrics and suggests the best candidates.

The Talent Finder evaluates resources based on:

A. Matching Criteria

Checks the alignment between:

• required service skills

• resource skill categories

• resource knowledge levels

• required function or area

Displayed as:
“X of Y criteria matched”

B. Availability

The system analyzes:

• upcoming allocations

• workload distribution

• availability based on selected time ranges

• configured availability settings

Availability is shown as a percentage.

C. Cost Impact

The feature calculates:

• expected cost of the service

• actual cost of the selected resource

• delta (positive or negative cost impact)

Lower cost impact = more efficient resource utilization.

5. Score Weighting

The Talent Finder includes three weighting controls:

Users can adjust importance on:

1. Criteria Weight – precision of skill match

2. Cost Impact Weight – importance of cost efficiency

3. Availability Weight – importance of free schedule for the period

These sliders directly influence which candidates rise to the top.

6. Selecting & Filling Resources

Once a candidate is selected:

• the system will assign the resource

• The corresponding allocations will be generated automatically (if the "Fill Resources and Create Allocations" button is pressed).

• effort distribution follows the project / work item planning

• status of new allocations will match the chosen “Allocation Status” filter

When clicking Fill Resources and Create Allocations, the system creates all needed allocations automatically.

7. How Resource Manager Works With Allocations

Together, they ensure:

• accurate capacity planning

• consistent workload distribution

• alignment between skills, cost, and project needs

Related Articles

Resource Management – Overview
Resource Management – Allocations
Resource Management – Parametrization Overview
Resource Management – Allocation Approvers
Resource Management – Allocation Integrations
Resource Management – Sourcing

Project Management – Work Items
Project Management – Process
Project Management – Project Types

Operations Management – Timesheet Parametrization