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Enable Resource Recommendations

 

Overview

When an Account Administrator enables Resource Recommendations, you can make informed staffing decisions based on resource availability, role match, skills needed, and other criteria.

How to Enable Resource Recommendations

  1. From the left-hand nav, go to SettingsResource Management. account-settings-resource-recommendations.png
  2. Choose Edit for Resource Recommendationssettings-resource-recommendations-edit.png
  3. Toggle Enable Resource Recommendations to On, and then click Save.
    settings-resource-recommendations-toggle-on.png
    Note: Before users can use Resource Recommendations, you must enable it for their Access Group as well. For information on the View Resource Recommendations setting, see Access Group Set: Resource Management.

How to Adjust Resource Recommendation Settings

  1. From the left-hand nav, go to SettingsResource Management. account-settings-resource-recommendations.png
  2. Select Edit next to Criteria Weighting and Match Requirements to set them at the account level. These can also be adjusted on a project-by-project basis through Team Builder in Master Planning.Resource_Recommendations_Settings.png
  3. If you want to see more than three recommendations, select Edit for Number of Recommendations to Display, and select a number between one and 15. settings-resource-management-recommendations-to-display.png
  4. If you want to change how the availability percentage is calculated for resources, select Edit for Availability Calculation Method, and select Allocated Hours or Scheduled Hours. Allocated Hours is selected by default if you have just enabled Resource Recommendations.
    Availability_Calculation_Method_options.png

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