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Find Recommendations for a Single Resource

 

Overview

When Resource Recommendations are enabled, you can replace an unnamed resource with a named resource based on the recommended resources that display in the Resource side panel. Resources are recommended based on skills, role match, custom fields, availability, and other criteria. If you'd like to update multiple unnamed resources—with a specific role or all roles assigned to a project—at once, you can use Team Builder instead.

Note: If you do not have Resource Recommendations enabled, you can Change an Unnamed Resource to a Team Member using the Add Member (“   ”) icon in the Resource Center.

How to Find Recommendations for a Resource

  1. In the left navigation, hover over Resourcing and select Resource Center. The Resource Center opens with the Team Member tab selected by default.
  2. To display unnamed resources, select Unnamed in the toolbar.

    Select_Unnamed_Resources_in_Toolbar.png

  3. Expand the Role, and select the unnamed resource for the Project you want.
    Expand_role_of_Designer_unnamed_resource.png
  4. In the Resource side panel, go to Details and a select a Team Member. When you select the box, the drop-down menu shows recommendations in order of best suited based on your weighted criteria. Hovering over a recommendation shows you more information. master-planning-single-resource-recommendation-no-skills.png
    Tip: Adding information in the Skills and Custom Fields sections of the Resource side panel will change who is recommended, as well as the order of recommendations.
  5. Select the name of the member you want, and click OK to confirm that all task assignments, scheduled hours, and allocations should be moved to the named resource you selected.
    master-planning-resource-selection-are-you-sure-message.png

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