Understanding Resource Utilization Using the Staffing Workbench

One of the primary responsibilities of a resource manager is to make sure that the resources are effectively utilized. Managing utilization is difficult, and it requires that you know the assignment status, skills, availability, and interests of resources. PeopleSoft Resource Management enables you to effectively manage resource utilization on the Staffing Workbench. The workbench that staffing coordinators use to manage service order fulfillment can also be used by resource managers to fully utilize resources. This common workbench is convenient for practice managers, who are ultimately responsible for both staffing and resource utilization.

The Staffing Workbench - Manage Utilization page serves as a central work space for a resource manager by providing immediate access to the information and features that are most important to that role. When you first access the page, a list of resources appears, along with information about their current assignment status. You can instantly determine the status of each member of the organization.

On the Staffing Workbench - Manage Utilization page, you can:

• View the current assignment status of resources.

  • View resources in a list or in utilization charts.

  • Dynamically filter the resources by assignment status.

  • Select resources to evaluate and filter the view to display only those resources.

  • Select a different resource group to change the list of resources to evaluate.

• Identify potential work assignments for a resource.

  • Perform a search for resource requests using Resource Matching.

    You can specify search options that define the set of resource requests for Resource Matching to evaluate when finding work for resources. If you do not find suitable resource requests, you can change the search options and search again.

    You can specify the search settings, such as the relative importance of factor family fit scores and the maximum number of resource requests to review, for Resource Matching to use when finding resource requests that fit the availability, qualifications, and preferences of the resource.

  • View resource requests for which a resource has submitted a bid or been recommended.

  • Select resource requests to evaluate for a resource.

• Evaluate resource-and-resource-request combinations and make recommendations.

• Access the Assign Resource page to directly assign a resource.