Example of Matching Resource to Resource Request
This example illustrates how a resource manager can search and evaluate qualified resources to fulfill a project resource request.
The search for resources is an iterative process. If you don't find qualified resources to fulfill a project resource request with your initial search on the Search and Evaluate Resources page, then you can change the search attributes and search again.
Scenario
A project manager created and submitted a project resource request for a project engineer on an assignment for a strategic client project. You are a resource manager who must find the right resource for the assignment.
The project application administrator for your organization previously set up the project engineer role with default qualifications, proficiency levels, and keywords. These attributes populated the request when the project manager selected the project engineer role.
You search and evaluate resources to determine who is qualified and available to work on the assignment.
Search for Resources
You begin by navigating to the Manage Project Resource Requests page and clicking the Evaluate Resources icon for the project resource request. The application evaluates the resources in the resource pools that you own to find a match between the resource skill profiles in Oracle Fusion HCM and the requested qualifications, proficiency levels, and keywords. The application uses the resource and project calendars to calculate the available capacity of resources for the assignment.
On the Search and Evaluate Resources page, you review the resource cards in the initial search results. Each card shows the qualification, availability, and overall scores for a resource. The calendar bar on the resource card shows the resource's availability for the first five weeks of the requested date range.
To evaluate more resources, expand the list of resource pools from which you want to search for qualified resources. Expand the resource match thresholds to include a wider range of qualification and available capacity scores to bring more resources into the view. To focus the resources in the view, select filters for specific competencies, languages, locations, project roles, and travel preferences. Only resources with the selected attributes appear in the view.
You determine that one of the default qualifications for the project engineer role is not a requirement for this particular assignment. You click the Edit Requested Criteria button to remove the unnecessary qualification. While in this window, you also change the requested start date. Review the resources on the Search and Evaluate Resources page based on the revised requested criteria.
During the evaluation, you find some resources that may be a good fit for the assignment. You want to evaluate more resources before making a decision, so you add the potential candidates to the resource shortlist. The shortlist enables you to keep a list of candidates that are a potential fit without having to search for them again. You continue to search for resources by changing the list of resource pools and score thresholds.
To view a side-by-side comparison of the potential candidates, you select the resources in the shortlist and click the Compare icon. Compare the qualification and availability scores, how well the resources match each requested qualification and keyword, and the project and nonproject commitments for each resource during the requested date range.
Select a Resource
You determine which resource is the best fit for the assignment, and propose the resource for project manager approval.