Find Assignments for Resource in Resource Management

Find Assignments for Resource in Resource Management

Document number: 15252

Global Service Managers and some other roles can use Find Assignments for Resource to see what assignments are available in the future for a deployable resource or project manager. Generally, this function can be used when the deployable resource is coming close to the end of a current assignment. Find Assignments for Resource can be used to submit, resubmit, or cancel bids for assignments. You can find more details about Find Assignments for Resource by clicking on the Help button while viewing that page.

Click on a topic below:

Navigating to the Find Assignments for Resource page
Basic information about the Find Assignments for Resource page
Viewing the Fit Score
Changing the Search Options
How to recommend a resource for an assignment
How to remove a recommendation for an assignment

Navigating to the Find Assignments for Resource page

There are many ways to navigate to the Find Assignments for Resource page. The instructions below discuss how to get there from the Resource Management Home Page:

Launch the Resource Management Home Page. For more information on where to find the page, see Eureka! document 15233 — How to access the Resource Management Home Page and dashboards.
From the Resource Management Home Page, click on the Assignments icon.
Click on the Find Assignments for Resource icon.
On the Resource Search screen, enter your search parameters and click the Search button.
A list of deployable resources appears. Click on the name of the deployable resource you wish to see.

You should see the Find Assignments for Resource page with a list of the current open jobs and fit score for the deployable resource.

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Basic information about the Find Assignments for Resource page

The Find Assignments for Resource page for a particular deployable resource lists the currently open assignments that are the best match for the resource's interests, skills, and availability. The list changes as new assignments are added, fulfilled, or removed. Click the Help button at the top of the page for more information about the page.
The Fit Score is the adjusted score based upon both the needs of the assignment and Search Options. To see how the fit score was calculated, click on its number.
For more information about the job itself, click on the Details link to the right of the assignment's location listing, if any. The Job Detail screen appears, showing the requirements and needs for the assignment, including dates, location, competencies requested, languages requested, and other details. Note that there are symbols that indicate how the resource is qualified for certain requirements for the assignment. The legend for the symbols appears right above the Resource Recommendations section.

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Viewing the Fit Score

You can view how the Fit Score was calculated for any assignment by clicking on the link for the Fit Score percentage. You will be taken to a Fit Score Explanation page where the calculations for the Fit Score are detailed.

You can change any of the Factors. Note that changing any Factor's Importance will change the importance of that factor for ALL assignments for this resource if you click the Save button. Thus the Fit Score for all assignments could be affected by making changes in just one of the Fit Score Evaluation pages.

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Changing the Search Options

Note: Changes you make to the Search Options will change the default values for those options, which will be used to calculate the Fit Score for ALL resources for all assignments.

On the Find Assignments for Resource page, click on the link near the top of the page labeled Search Options.
At the top of the options page, you can specify how many assignments you wish to see at once. The default value is 10. To change the value, enter a different number in the box next to Maximum Number of Candidates.

Remember that the higher the number, the longer it takes the search to run and the more likely you will see assignments that are not a good fit.

You can set each of your Fit Preferences as you wish. Each of the fit preferences has an importance factor drop-down list. You can adjust each preference.
- Note: These Fit Preferences may also be changed when you are viewing your Fit Score Explanation for any assignment. If you change any Factor on the Fit Score Explanation screen, that change will change the default preference value and may change the fit score calculations.
If you want to make these changes applicable to EVERY deployable resource for which you wish to find assignments, make sure a checkmark appears next to Make these my standard search settings. By default, a checkmark is already there.

If you remove the checkmark, the change(s) will apply only to the current deployable resource and search that you have open currently.

After you are done, click on OK to go back to the Find Assignments for Resource page. The fit scores for the assignments may be adjusted according to the new preferences.

If you do not wish to make any changes, click the Cancel button.

Your Search Options should be changed as you have indicated, and the assignment lists may change accordingly.

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How to recommend a deployable resource for an assignment

You can recommend a resource for an open assignment if you believe the resource to be a good fit. Follow these steps:

From the Find Assignments for Resource page, click on the Details link for the job for which the resource has a good Fit Score.

Generally, you should not recommend a resource for a assignment if the resource's Fit Score is less than 60%.

Carefully review the information on this page.
Click on the Recommend Resource button at the bottom of the Job Details page to submit your recommendation for the assignment.
Click Yes on the confirmation page that appears.
If you do not wish to submit a bid, click on the Return to Find Assignments for Resource link at the bottom of the Job Details page.

Your recommendation has been submitted and will be reviewed.

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How to remove a recommendation for an assignment

If you change your mind about a recommendation, click the Remove Recommendation button at the bottom of the Job Detail screen for the assignment.

Your recommendation for the assignment is removed.

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