Compare and book from suggested resources (preview)

Applies To: Project Operations for resource/non-stocked based scenarios, Lite deployment - deal to proforma invoicing.

Narrow down suggestions by shortlisting resources

The suggested resources are shown on two tabs: Suggested and Shortlisted. By default, the Shortlisted tab is empty, and all suggestions appear on the Suggested tab. To shortlist resources that meet the staffing criteria, follow one of these steps on the Suggested tab.

• Select View details for a resource. In the details view, use the Shortlist button to add the resource to the Shortlisted tab. You can go to other resources by selecting the Next and Previous buttons.
• Select one or more resource rows, and then select Shortlist. The selected resources appear on the Shortlisted tab. You can add more resources in a similar way.

To remove a resource from the Shortlisted tab and return it to the Suggested tab, use the Remove button.

Compare multiple suggested resources together

It can be time-consuming to use the View details button to go through all the suggested resources. In addition, this approach doesn't scale well. To make it easier to evaluate scores and metrics for multiple resources simultaneously, the capability to compare resources is provided.

The Compare button becomes available after you select more than one resource on the Suggested tab. When you select Compare, a pop-up window shows a grid where the selected resources are sorted in decreasing order of overall recommendation score. Filtering and sorting capabilities are available for the Recommendation Score, Worker Type, Resourcing Unit, and Vendor Name columns of the Compare grid. However, the grid also contains Worker Type, Vendor/Resourcing Unit Name, Experience Fit (%), Cost Impact, Availability, and Skill-Match columns that can't be used for filtering or sorting.

You can use the Compare grid to compare resources based on their scores and metrics. You can shortlist resources directly from the pop-up window by using the Shortlist button. Those resources then become available on the Shortlisted tab in the side pane of the main window.

Book from the shortlisted resources list

After you narrow down the list of suggested resources, you can finish staffing a team member from the list of recommendations by booking a resource.

To book resources from the Shortlisted tab, select one or more resources, and then select Continue booking. Alternatively, select one or more resources in the Compare grid, and then select Continue booking.

A new resource requirement is created. Alternatively, an existing requirement is updated for the team member and now includes the condition to book only from the selected resources. You're redirected to the schedule board, where you can review information about the resources' availability and use it to make the final booking decision.

For more information about how to use the schedule board to book a resource, see Book from the schedule board.