Use Resource Finder to analyze resource availability
Search and analyze resource availability using the Resource Finder, so that you can create resource plans for a project or demand.
始める前に
Role required: it_project_manager, it_demand_manager, or resource_manager
このタスクについて
- Steps 1 and 2 take you to the resource finder.
- Step 3 provides guidance on different options to filter and analyze the resources availability. Choose the options that suit your needs.
- Step 4 shows how to create a new resource plan for the selected resources.
手順
-
Select the project or demand in the resource grid section and click the
resource finder icon (
).
The resource finder section opens at the bottom of the page. A list of up to 50 records are displayed initially. If you have more than 50 resources, you can load them by clicking Get More.
-
Use the following options to filter and analyze the capacity of the
resources.
Option Description Display available or over allocated resources Using the Show/Hide menu ( 
) to filter resources by available or over
allocated.Perform a simple search Search the resources by group, role, or user attributes, by selecting the search criteria.
Build your own search criteria Use the advanced search to add your filter conditions.
For example, select Search by group, click Advanced, then click the Advanced search filter icon (
). Here you can add conditions to filter this
group further.注:While adding filters, ensure that you do not add an AND condition for different values of the same attribute. For example, do not filter the user group with conditions for Skill X AND Skill Y.View the availability of the resources for an extended duration Use the options from the date range selector.
From the Australia release onwards, you can select a custom date range.
The value of the property Maximum time duration in Resource Finder in months determines the maximum duration for which the resource details are displayed in the resource finder.
Analyze the resources list Use the Configuration menu (
) to analyze different constraints such as the
capacity, availability, actual hours, and others for
different time periods.By default, only the Availability hours are displayed. To view other details, select Detailed View (
), and select the required columns from the
Configuration menu ().Displaying the requested hours for a user group or role helps you understand immediately if you need to fulfil any resource requests and to do so, if you have enough capacity for that user group or role.
The Requested column would not be available in the Configuration menu under the following conditions.- Filtering the resource list further using simple or advanced filters
- Using the resource finder in the availability view
- Using the show available or show over allocated options from the Show/Hide menu
All non-project events created for a user from the calender appear as Operational Work for the user in Resource Finder.
Update the capacity of a resource Right-click on the user and select Update Capacity.
タスクの結果
- The resource plan is created in the Planning state with zero planned hours.
- The resource plan appears as a row at the top in the resource plan list of the
project or demand. Based on the type of resource selected in finder, the
resource plan has one of the following prefixes:
- [G] for a resource plan created for a group.
- [R] for a role resource plan created for a role.
- [U] for a user resource plan created for a user.
注:The resource plan that is created last appears at the top in the resource plan list of a project or demand.
次のタスク
- Update the planned hours for the resource plan using the resource grid.
- To view and update more details for the resource plan, click the information
icon (
) in the beginning of the resource plan row. - You can now request the resource plan.