Resource Management - Sourcing Requests

Purpose

Sourcing Requests support the identification and assignment of suitable resources to project work that has not yet been staffed.

The feature consolidates resource demand originating from project Work Items and allows users to:

Review unassigned services and Work Items
Assess the dates and effort required
Find suitable resources using availability, matching criteria, and cost impact
Assign known resources manually
Verify whether the selected resource can cover the requested effort
Create the corresponding allocations

Two assignment methods are available:

Find Talent – Evaluates and recommends suitable candidates using weighted criteria.
Assign Manually – Allows users to filter, review, and select resources directly.

Access Path

Resource Management → Sourcing Requests

What Is a Sourcing Request?

A Sourcing Request represents resource demand associated with a project Work Item.

Each request identifies:

The required service, when defined
The originating Work Item and project
The planned execution period
The total effort required
Whether an allocation has already been created

Sourcing Requests help convert unassigned project demand into resource assignments and allocations.

1. Sourcing Requests Landing Page

The Sourcing Requests landing page displays the project requirements awaiting resource assignment.

Landing Page Columns

Column	Description
Service	Service required by the Work Item. N/A is displayed when no service has been defined. The Work Item and associated project are displayed below the service.
Dates	Planned date or execution period of the Work Item. The total effort required is displayed below the dates.
Allocation Creation	Indicates whether an allocation has already been created for the sourcing request.
Actions	Provides additional actions for the individual request.

The selection box at the beginning of each row allows one or more sourcing requests to be selected.

Landing Page Controls

Control	Description
Refresh	Reloads the page with the latest sourcing-request information.
Filters	Applies criteria to refine the records displayed. The number indicates how many filters are active.
Work Items	Determines whether sourcing requirements originating from Work Items are included.
Allocations	Determines whether allocation-related information or records are included.
Pagination	Navigates between result pages and defines how many items are displayed per page.

2. Selecting Sourcing Requests

To begin assigning resources:

Select one or more sourcing requests using the corresponding checkboxes.
Choose one of the available assignment methods:
- Find Talent
- Assign Manually

The number displayed next to each action indicates how many requests are currently selected.

Selected rows are highlighted to distinguish them from the remaining records.

3. Find Talent

The Find Talent option supports candidate selection by evaluating eligible resources against the requirements of the selected sourcing requests.

To use Talent Finder:

Select the relevant sourcing requests.
Select Find Talent.
Configure the score weighting, availability setting, and Allocation Status.
Review the proposed users and evaluation results.
Adjust the selected users when required.
Select Fill Resources to complete the assignment.

Talent Finder Results

The results table displays the selected requests together with the proposed resources and their evaluation.

Column	Description
Service	Required service and originating Work Item.
Dates	Planned execution period and total effort required.
User	Candidate selected for the sourcing request. The field can be used to review or change the selected resource.
Availability	Percentage of the candidate’s availability during the required period.
Covered	Indicates whether the candidate has sufficient capacity to cover the requested effort.
Criteria	Number of defined matching criteria met by the candidate, displayed as X of Y.
Cost Impact	Financial impact of assigning the selected candidate. No Impact is displayed when no difference is identified.
Allocation Creation	Indicates whether the allocation has already been created.

Horizontal scrolling can be used to access additional columns when required.

Score Weighting

The Score Weighting panel determines the importance of each factor used to evaluate and rank candidates.

Setting	Description
Criteria Weight	Defines the importance of matching the skills and other criteria required for the work.
Cost Impact Weight	Defines the importance of the candidate’s financial impact.
Availability Weight	Defines the importance of the candidate’s availability during the requested period.

Move each slider toward Less Important or More Important to adjust its influence on candidate selection.

Additional Settings

Setting	Description
Availability Setting	Defines the information used to calculate candidate availability, such as existing allocations.
Allocation Status	Status assigned to the allocations created through the sourcing process.

Adjusting these settings updates how candidates are evaluated and how the resulting allocations are created.

Filling Resources

After reviewing the proposed candidates, select Fill Resources.

The system then:

Assigns the selected users to the corresponding requirements
Fills the unassigned project demand
Creates the applicable allocations
Applies the selected Allocation Status
Updates the Allocation Creation indicator

Before completing the action, review any requests marked as not covered or showing a significant cost impact.

4. Assign Manually

The Assign Manually option allows users to select resources directly through a guided four-step process:

Resources
Filters
Users
Review

This method is appropriate when the required resource is already known or when staffing decisions should be made directly rather than through weighted candidate recommendations.

4.1 Resources

The Resources step displays the sourcing requests selected for manual assignment.

Column	Description
Service	Service required by the sourcing request and its associated Work Item.
Dates	Planned date or execution period and total required effort.
Allocation Creation	Indicates whether an allocation has already been created for the request.

To continue:

Select the request or requests to be assigned.
Select Next.

4.2 Filters

The Filters step defines which resources are eligible for selection.

Allocation and Availability Filters

Field	Description
Allocation Status	Status that will be applied to the allocations created through the assignment process.
Availability Setting	Defines the information used to assess resource availability, such as existing allocations.
Hours Per Day	Defines the minimum or applicable number of available hours per day required from a resource.
Weekdays	Defines the days of the week considered when evaluating availability.
Only Non-Overallocated Users	When enabled, includes only users whose selection will not cause overallocation on any applicable day.

Matching Criteria

Field	Description
Skill Domains	Limits the results to resources associated with the selected skill domains.
Skill Categories	Filters resources by specific skill categories.
Knowledge Level Types	Filters resources according to the required knowledge or proficiency level.
Companies	Limits the search to resources belonging to the selected companies. Tenant-Wide includes resources across the tenant.
Areas	Filters resources by organizational area.
Functions	Filters resources by professional or organizational function.
Categories	Filters resources by the configured resource categories.
Work Types	Filters resources according to their applicable work types.

Multiple criteria can be combined to narrow the list of eligible resources.

Select Next to apply the filters or Previous to return to the sourcing-request selection.

4.3 Users

The Users step displays the resources who satisfy the filters defined in the previous step.

The header summarizes:

Service
Work Item and project
Required dates
Total effort

Each eligible user is displayed with an availability percentage and a calendar-based view of the requested period.

Users can:

Select the resource to be assigned
Navigate backward or forward through the calendar
Select a reference month
Return to Today
Use horizontal scrolling to review the complete period
Review whether automatic fitting is enabled

Select Next after choosing a resource.

4.4 Review

The Review step allows users to validate the assignment before resources and allocations are created.

The header displays:

Service
Work Item
Required dates
Total effort
Selected user
User title

The review area includes two perspectives:

Availability
Projects

Availability Review

The Availability tab compares the user’s capacity with the effort requested for each applicable date.

Column	Description
Date	Date on which the effort is required.
Availability	Percentage of the user’s availability on that date.
Capacity	User’s total working capacity for the date.
Remaining	Capacity remaining before the new assignment is applied.
Requested	Effort required by the sourcing request.
Remaining After	Capacity expected to remain after the requested effort is assigned.
Covered	Indicates whether the user has sufficient remaining capacity to cover the request.

This information helps prevent assignments that would exceed the selected resource’s capacity.

The table can be filtered, exported, and customized using the Columns option.

Projects Review

The Projects tab provides visibility into the selected user’s project-related planning and commitments.

Use this view to understand how the proposed assignment fits alongside the user’s existing project workload before completing the sourcing process.

Completing the Manual Assignment

After reviewing the selected user:

Confirm that the requested effort is covered.
Review the user’s remaining capacity and existing project commitments.
Select Fill Resources.

The system assigns the selected user and creates the corresponding allocations using the Allocation Status selected during the Filters step.

5. Find Talent vs. Assign Manually

Method	Recommended Use	Candidate Selection
Find Talent	Use when the most suitable resource is not already known or when multiple factors should influence the decision.	Candidates are evaluated using weighted criteria, availability, and cost impact.
Assign Manually	Use when the resource is already known or when staffing decisions are managed directly.	Users apply filters, review eligible resources, and select the resource themselves.

Both methods use the same sourcing demand and can create the allocations required to reserve the selected resource’s capacity.

6. Relationship with Work Items and Allocations

Component	Role in the Sourcing Process
Work Items	Define the project work, required period, effort, and applicable service or sourcing criteria.
Sourcing Requests	Present unassigned resource demand and support candidate selection.
Allocations	Reserve the selected resource’s capacity for the required work and period.
Resource Manager	Provides consolidated visibility into resource availability, workload, and project demand.

The sourcing process connects project demand with resource capacity, creating a consistent flow from Work Item planning to resource assignment and allocation.

Best Practices

Define accurate Work Item dates and effort before sourcing resources.
Associate services and matching criteria with Work Items whenever possible.
Use Find Talent when availability, skills, and cost should influence candidate selection.
Use Assign Manually when the required resource is already known.
Apply filters that are relevant to the staffing requirement.
Review requests marked as not covered before filling resources.
Consider cost impact alongside skills and availability.
Use the non-overallocation option when capacity constraints must be strictly respected.
Confirm the Allocation Status before creating allocations.
Review availability and existing project commitments before completing an assignment.

Resource Management – Overview
Resource Management – Resource Manager
Resource Management – Allocations
Resource Management – Allocation Approvers
Resource Management – Allocation Integrations
Project Management – Work Items
Project Management – Process