Improving Resource Matching Performance at Scale

When matching resources to resource requests, if the volume of resources in your org is high, we recommend that you perform the tasks below to improve the efficiency of resource matching. For more information about resource matching, see Resource Matching Overview.

Narrowing Search Criteria

When searching for resources, set essential criteria that narrow down the pool of potential matches to between 100 and 1,000 resources.

Note:

We recommend that you combine essential and non-essential criteria to find the most relevant resources. You can still consider non-essential criteria.

For role, region, practice, group, and the Worked With Customer and custom contact fields, you can do this in two ways:

• For the Resourcing tab on a resource request:
  1. From the Resource Requests tab, open a resource request record.
  2. From the Resourcing tab, click to open the Match Settings panel.
  3. Set the weightings of the most important criteria to 4, “Essential”.
• For all other features, and to set defaults for the Resourcing tab, you administrator can update the Resource Search Service custom settings. For more information, see Resource Search Service Settings.

For skills and certifications, set the most important skills to “Essential” when creating resource requests. For more information, see Managing Resource Skill Requests on Resource Requests. If desirable skills are disabled in the Skill Management custom setting, all skills are considered as essential. For more information, see Skills Management Settings.

Deprioritizing Availability

Resource availability is the most complex resource attribute for the org to evaluate. This is due to the fact that all the resource’s existing assignments and held resource requests must be checked for their impact on the resource’s availability. Therefore, applying all filtering steps before checking availability can significantly speed up the resource matching process.

Because resources are evaluated based on the priorities defined, availability can be ranked as the first, second, or third in the match settings. We recommend you set it to third, or at least second. The most suitable resources will still be ranked by availability.

To do this on the Resourcing tab on a resource request:

1. From the Resource Requests tab, open a resource request record.
2. From the Resourcing tab, click to open the Match Settings panel.
3. In the Match Priority section, drag and drop availability to the second or third position.

For more information, see Using the Resource Filter in the PSA Resourcing Lightning Component.

For all other features, and to set defaults for the PSA Resourcing Lightning component, your administrator can update the priority using the Resource Search Service custom setting. For more information, see Resource Search Service Settings.

Avoiding Minimum Availability Filters

Minimum availability can be thought of as applying a filter based on availability in the filtering step. Therefore, availability must be calculated for all resources who match the other essential criteria. We recommend you do not use this filter when searching large numbers of resources.

For more information, see Using the Resource Filter in the PSA Resourcing Lightning Component.

Combining Advice

You can combine the above practices into an overall best practice.

Example:

• Define some essential and desirable skills in your resource requests.
• Weight region, practice, and role as "Essential", and role, custom fields, and Worked With Customers differently.
• Prioritize fields, then skills, then availability.
• Do not filter by minimum availability.