Using Resource Optimizer

Tip:

We recommend running Resource Optimizer on Google Chrome or Microsoft Edge (Chromium). Performance might be degraded if you use a browser we have not recommended.

The Project lookup field respects sharing rules. For more information, see Sharing a Project.

The Resource Optimizer Lightning App page respects Salesforce sharing rules. There might be additional resource request records on a project that you cannot view as you do not have permission to view. For example, you might not be able to view resource requests outside your region, and therefore you cannot optimize these records.

Note:

You need the PSA - Match and Assign Resources with Optimizer permission set to view the Resource Optimizer page, and the Staffing permission control to assign resources who are matched to resource requests.

To match resources to resource requests:

  1. Navigate to the Resource Optimizer Lightning app page.
  2. In the Project lookup field, search for, and select a project record:
    • A list of open resource requests with start dates from today's date is displayed for the project in the Resource Request Data Table Fields for inclusion in resource matching. All resource requests are selected by default.
    • The Matched Resource and Days Overrun columns are blank before you click Match Resources.
    • The status column shows the status of resource requests.
  3. Do one of the following in the data table for the resource request records on the project:
    • Select all records. You can select a maximum of 200 resource requests to match against resources.
    • Deselect the records you do not want to match.
  4. Click Match Resources. The resource matching process starts:
    • The heat map window opens. For more information, see Heat Map. Click Close to return to the data table.
    • The Matched Resource column is populated in the data table with a list of resources. Each individual resource is matched against a corresponding resource request in the data table. These are the resources deemed the best match for each resource request.
    • The Days Overrun column might also be populated in the data table. This value is the calendar days overrun for the resource request.
  5. [Optional] Click the name of a matched resource to view their detailed contact information. For more information, see Contact Card Lightning Component Fields. Dates for the resource's availability are driven by the dates of the resource request they are matched against. Click Close to return to the data table.
  6. [Optional] Select or deselect resource requests in the data table and Click Match Resources again. You might see some new results where alternative resources are matched against the selected resource requests in the data table.
  7. Click Assign Selected.
    • The selected resource requests are assigned to matched resources and are removed from the data table.
    • A maximum of 200 assignments are created. If too many resource requests are selected, you might need to deselect some and click Assign Selected again. For more information, see Assign Selected.