Find Appropriate Resource for an Assignment
If you have already created an assignment in a worklist or for a resource and specified the time schedule, you can specify the search for a suitable resource for this assignment more precisely by specifying the required skills and taking free capacities into account.
Search for suitable resources
With a right click on the assignment bar you select the action "Search for suitable resources". You can now make changes for the required skills ("Use skills"). To do so, click on the category and use the arrows to reduce or increase the skill level.
To make use of free capacities in addition, adjust the minimum length or enter the availability in percent.
You can activate "Use GeoMap" and additionally activate the option "Consider continuation journey" for the search.
Finally, start the search by clicking on the button
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.
As a result you receive a list of suitable resources below the planning board and a display of the "free slots" that are highlighted in colour within the planning board. To allocate the assignment to a resource, click on the free slot of the resource you have selected with the right mouse button and then select the option "Use free slot".
Edit resource filter
If you want to disable or change the resource filter, click on the button
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and then in the section "Filter lines" on
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. Confirm the changes you have made with the action
. To remove the specified data, use the action
. If you no longer need the resource filter, select the action
.