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:
Specifies the OBS for the labor resources.
Specifies a limited search on the exact OBS unit or a wider search that includes OBS unit descendants or ancestors.
Searches by role.
Specifies a limited search on the exact role or a wider search that includes role descendants or ancestors.
Specifies the required availability of matching resources by percent, hours, days, or FTE in one or more date ranges.
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.
To include available resources that are already soft-booked for one or more investments, select this field. When you clear the check box, the filter excludes soft-booked resources from appearing in the results.
Identifies the resources that match the assigned skills from the skills hierarchy.
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.
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.
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