The Resource Costs - Managing Forecast and Actuals Data article explains how to allocate a resource to a project. This article will explain how to use filters to find the right resource.
Fluid has the inbuilt functionality to support Resource Managers in identifying the right resources for the work to be done, thus supporting the organisation to align the best resources available to their project landscape.
Using Resource Filters to assign resource to a project
Sometimes you will know the name of the specific resource you wish to assign to a project, in which case you will be able to enter that name directly to Fluid. This article will explore how you can utilise the filter functions to find eligible resources, which is beneficial when working with larger teams of resources.
Let's walk through adding a resource, based on the filter criteria.
Open the project workspace, and select Community from the left hand menu, then from Community workspace, select "Edit Allocation".
From here, select Add Resources.
At this stage you would either allocate a named resource, or click on Filter Resources.
You can see that this opens the options by which you can filter.
All of these filters relate to data in the resource profile, so ensuring your resources are correctly set up is vital. It is also key to maintaining that data over time. We would recommend that on an annual basis (minimum) the resource managers review the data to ensure it's current. Organisations where this is maintained have the optimum ability to plan and manage their resources effectively.
There are four available filters from which to choose, and these may be used singularly or in any combination. They are Skills, Rate Card, Location, and Profile Role.
Let's explore the way, and the reasons you might select a filter .
If you are managing a large team of, for example, developers, within that team you might have different coding languages, and so rather than assign a good developer, who may not have the right coding abilities, this filter option would immediately identify the resources with the right skill sets.
In the example below, by selecting C# as a skill, and then using the drop down to review who is avaiable with that skillset, we can see immediately that we have one resource available who has the reqired skills.
Using the Rate Card to manage to the project budget may be a way to assign resources to a project. For example, it may be that a low risk, low impact project may be approved to proceed, but should not incur any incremental or external spend.
Using this filter can then ensure only permanent resources are working on the project.
You'll see in our example, there is a small group of people who fit the criteria, any of whom could be selected.
Using the location filter might be essential where a project is being delivered in a physical location. For example, if you have a project hosted in one country, you might wish to be able to engage local resources where possible, to avoid time zone differences, language concerns, and also to reduce travel costs.
As you can see in this example, we have selected London as the location, and you are then able to select the resource pool in that location.
Using the profile role, you will be able to select from resources whose primary role is shown. For example, if filtered on Project Managers, you would see all resource where Project Management is their primary function. This is a useful way to find the appropriate resource pool, however the limitation of this filter is that you might overlook resources who are capable of the task, even though its not their primary role.
Using FIlters to Assign Placeholders
Note:- This article assumes the reader has basic knowledge of the placeholder functionality.
Because Placeholders are not genuine resources, they do not show in the resource dropdown list ordinarily. However, they are visible when the filter is set to Yes in the filter options.
In the example below, there are three placeholder resources that become visible, and possible to select, once the Placeholder filter is set to Yes.
This allows the project to be planned with placeholders, although those positions should then be repalced by named resources once the work the are assigned to them is underway.