How You Balance the Resource Workload When Assigning Contracts

As a contract manager, use the Manage Workload task and the Summary and Assignments bins on the Manage Workload page to assign and reassign contracts between resources within your organization.

In the Summary bin:

1. Review the Total Amount and Total columns for contracts assigned to individual resources to determine if the workload looks balanced.

2. Click the Total link for contracts assigned directly to the organization or directly to nested resource organizations to review and assign these contracts to individual resources.

3. Click the Total link to view the list of contracts assigned to an individual resource. Select one or multiple rows, and use either the Assign action to assign these contracts to a different resource. Alternatively, you can select the Remove from Assignment action to remove the contracts assigned to a particular resource.

4. Review individual contracts from the list to view assignment history and the number of days the current assignee has been working on the contract. You can then determine if these contracts must be assigned to a different resource for a more balanced workload.

In the Assignments bin:

1. Review default search results, with the Resource Organizations only check box checked. This displays all contracts assigned to your organization or nested organizations only and not to individual resources.

2. Select one or more contracts and use the Assign action to assign these contracts to a different nested resource organization or to a resource within the nested resource organization.

3. Search for contracts by other criteria such as Assignee, User Status, Status. Review and assign one or more contracts to a different resource to balance resource workload.