Resource Management - Resource Manager

Purpose

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

• identify the best resources for project services
• analyze availability, workload, ings, 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 matching
• Availability
• Cost impact

Access Path

Resource Management → Resource Manager

1. Landing Page – Resources View

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

• Name
• Skills or 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 (by day, week or month)

• Expand / Collapse controls for project details

  • Horizontal scrolling for long-term visibility

• Color-coded effort blocks

  • Yellow - Project Baseline
  • Green - Project Estimation
  • Blue - Allocations
  • Red - Timesheets

• Filters for users, skills, projects, allocations, and other criteria

2. Landing Page – Projects View

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

For each project, the view displays:

• Total effort planned
• Breakdown by user
• Scheduling per week or month
• Without User records representing 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 to refine the displayed information and support detailed analysis or resource-planning scenarios.

4. Resource Assignment – Manual Assignment and Talent Finder

From an unassigned service line, such as a Without User record, select the actions menu (…) to begin assigning a resource.

4.1 Assign Manually

The Assign Manually option allows the user to select a resource directly.

To assign a resource manually:

1. Select the relevant Service – Work Item – Project combination.
2. Select Next.
3. Define the applicable filters, including:
   • Allocation Status
   • Availability
   • Matching Criteria
4. Review the available resources.
5. Select the resource to be assigned.

Manual assignment is suitable when the required resource is already known or when the staffing decision is managed directly by the project team. Unlike Talent Finder, this option does not rank candidates using weighted criteria.

4.2 Find Talent

The Find Talent option evaluates eligible resources and recommends the candidates who best meet the selected requirements.

The recommendation considers:

• Matching Criteria
• Availability
• Cost Impact

This option is useful when the best resource is not already known and the staffing decision should consider multiple factors.

The Talent Finder evaluates resources based on:

A. Matching Criteria

Evaluates how closely each resource matches the requirements defined for the service or Work Item, including:

• Required skills
• Skill categories
• Knowledge levels
• Function or organizational area

The result is displayed as “X of Y criteria matched.”

B. Availability

Evaluates the resource’s capacity during the selected period based on:

• Existing allocations
• Current workload
• Selected date range
• Configured availability

Availability is displayed as a percentage.

C. Cost Impact

Compares the expected service cost with the cost associated with the candidate resource.

The calculation displays the difference between the expected and resource-specific costs, helping users assess the financial impact of each assignment.

💡 Cost Impact helps users compare the financial implications of the available candidates.

5. Score Weighting

The Talent Finder provides three weighting controls that determine how candidates are ranked:

Adjusting these weights recalculates the candidate ranking, allowing the recommendation to reflect the priorities of the staffing decision.

6. Selecting Resources and Creating Allocations

After reviewing the recommended candidates, select the resource or resources to be assigned.

When Fill Resources and Create Allocations is selected, the system:

• Assigns the selected resources
• Creates the corresponding allocations
• Distributes effort according to the Project and Work Item planning
• Applies the selected Allocation Status to the new allocations

This action completes the staffing process and makes the resulting allocation information available in the Resource Manager.

7. How Resource Manager Works with Allocations

Related Articles

Resource Management – Overview
Resource Management – Allocations
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