Making Staffing Changes Using the Certinia Resourcing Agent

The Certinia Resourcing agent can assign, swap, split, and remove resources from assignments and resource requests, with each change requiring your approval before it is applied.

Note:

This feature is part of the Certinia Early Adopter Program. This program is only available to a limited number of customers. For more information, contact your Certinia Account Team.

1. Open an agent chat.

2. Describe the change you want to make. For example:

   • To assign a resource: Assign <resource name> to the <resource request name> resource request
   • To swap a resource: Swap <current resource name> for <new resource name> on the <assignment name> assignment
   • To split an assignment: Split the <assignment name> assignment and assign <resource name> from <date>
   • To split to a resource request: Split the <assignment name> assignment into a resource request from <date> for <number> hours
   • To remove a resource: Remove <resource name> from the <assignment name> assignment
3. Review the details the agent presents and confirm the action when prompted. The agent applies the change and confirms the result.

Note:

A swap cannot be done if timecards exist against the assignment. When splitting an assignment, if the assignment is associated with expenses or timecards, ensure that the split date is after the expense date or timecard date range.