Resource Optimizer Buttons and Fields

Resource Optimizer Buttons

Button	Description
Assign Selected	Assigns the selected resource requests to matched resources. These resource requests are assigned and removed from the data table. Note: A maximum of 200 assignments are created when you click Assign Selected. When an assignment is successfully created, the following fields are updated on the resource request: Resource is updated with the assigned resource. Assignment is updated with the assignment name. Status is updated to "Assigned". Preferred Schedule is updated with the created schedule.
Match Resources	Matches resources to open resource requests on a project. See Using Resource Optimizer.

Button

Description

Assign Selected

Assigns the selected resource requests to matched resources. These resource requests are assigned and removed from the data table.

Note:

A maximum of 200 assignments are created when you click Assign Selected.

When an assignment is successfully created, the following fields are updated on the resource request:

Match Resources

Matches resources to open resource requests on a project. See Using Resource Optimizer.

Field	Description
Opportunity	Lookup to select a project.
Project	Lookup to select a project.

Field	Description
Days Overrun	Number of calendar days overrun for the resource request when the proposed schedule of work is beyond the resource request's end date. For example, a resource request’s end date is Wednesday 28th July, and the proposed schedule of work end date is Friday 30th July. The Days Overrun value is 2. Note: Where there are no days overrun, this field is blank.
End Date	End date specified on the resource request.
Matched Resource	Name of the matched resource who is allocated to a resource request when the matching process has completed. This column is initially blank when the Resource Optimizer page is first opened, and is then populated with the names of resources who match resource requests when the matching process has completed. Note: This column is blank when no resources match the essential criteria or minimum skills requirements.
Requested Hours	Requested amount of hours for the resource as specified on the resource request.
Resource Request Id	Unique PSA generated identifier for the resource request record.
Resource Role	Requested role for the resource as specified on the resource request.
Start Date	Start date specified on the resource request.
Status	Status of the resource request. For example, Draft, or Ready to Staff.
Suggested Resource	Name of a specific resource who has been suggested on the resource request.

The table below describes the color-coding cells in the heat map.

Color	Match	Cell Description
Blue	Excellent to Suitable	A resource is a match for a resource request with no overruns. The final work date for each assignment falls within the date range of the associated resource request. Dark blue represents a high score and is an excellent match, through to light blue which represents a lower score but is still a suitable match for the resource request.
Gray	-	Non-working day. Full day holiday. Cell is blocked due to maximum capacity where the date has no available hours for a resource to work.
Orange	Yes	The resource request dates overrun the desired end date of the request. For example, a resource might be an excellent match for the region and skills on the resource request, but their availability is compromised. As the resource is not sufficiently available, their work on this request will go beyond the requested end date.
White	-	The date has no scheduled hours and is completely available to schedule working time.