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How to Find, Book, and Allocate Resources › Find and Book Labor Resources

Find and Book Labor Resources

As a Resource Manager, use the information in this article to identify and manage resource assignments.

You can use the Resource Finder to select available labor resources and book them to the right investments. A secondary use is to capture a snapshot or inventory of your labor resources that share certain attributes. You can use the Resource Finder to identify labor resources by filter criteria such as:

For example, identify all employees with a specific certified skill in a specific technical role.

Follow these steps:

  1. Open Home, and from Resource Management, click Resource Finder.
  2. Click Expand Filter.
  3. Click Clear or Show All to remove any existing filter criteria.
  4. Define your filter criteria including any of the following fields:
    OBS Unit

    Specifies the OBS for the labor resources.

    OBS Unit - Filter Mode

    Specifies a limited search on the exact OBS unit or a wider search that includes OBS unit descendants or ancestors.

    Role

    Searches by role.

    Filter Mode

    Specifies a limited search on the exact role or a wider search that includes role descendants or ancestors..

    Availability

    Specifies the required availability of matching resources in one or more date ranges by percent, hours, days, or FTE.

    Availability Threshold

    Indicates the minimum required availability. For example, resources with less than 10 percent availability can be over-allocated or over-booked. Resources that match a 90 percent availability threshold are more readily available for a new project or task assignment.

    Include Soft-booked Resources

    Indicates whether to include resources that are available but that have already been soft-booked for an investment. When you clear the check box, the filter excludes soft-booked resources from appearing in the results.

    Skills

    Identifies resources that match the assigned skills from the skills hierarchy.

    Skills Threshold

    Works with the Skills field. Enter the percentage of skills that resources must possess. The Resource Finder excludes resources whose skill-match falls below the percentage specified.

    Power Filter

    This link opens a page where you can build a custom filter. Create custom searches that are tailored to meet the more specific recruiting requirements.

  5. Click Filter.
  6. Select one or more resources and click Book.
  7. Select an investment and click Book.