Fill a Resource Request Using Smart Bench

Resource requests are an efficient way to let your team know that you need a resource for a particular project. Create a resource request when you need a resource but aren't sure who to assign, or if you do not have permissions to create assignments yourself.

After a request is created, a resource can be assigned to fill that request. Use the Smart Bench to fill requests based on a resource's tags, availability, distance, and job title match the request.

• Required User Permissions

• The order of the resources on the Smart Bench is determined by how well the resource's tags, availability, distance, and job title match the request.

• On the Gantt, you can use the Smart Bench to fill any labor request.

• On the Boards, you can use the Smart Bench fill labor requests that start the following day and going forward.

• Smart Bench currently supports labor requests.

• By default, the Assignment Boards will show all outstanding requests, regardless of the date selected. To only show requests for the day you are viewing update the defaults when viewing the Assignment Boards. See View the Assignments Boards.

• Create a Resource Request

• Assignment Boards

• Assignment Gantt (Beta)

• Home Page

• Project Details

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Boards.

3. Locate a request with the that begins in the future and has the smart bench icon.

4. Click the request to see resources that most closely match the request.

5. Optional: Click Reset to see all resources.

6. From the 'Bench', drag and drop the resource on to the request to assign the resource.

1. Navigate to the Company level Resource Planning tool.

2. Click Assignments and select Gantt (Beta).

3. Select the request.

   • On the list, right click the request or the request bar and click Suggest Resources.

   • Hover over the request in the list and click the vertical ellipsis , then select Suggest Resources.

   • Right click the request or the request bar and click Suggest Resources.

4. Select the resource.

   • Click Accept to assign the resource to the request.

   • Click Accept and Alert to assign the resource to the request and send an assignment alert.

1. Navigate to the Company level Resource Planning tool.

2. Click Home.

3. In the 'Notifications' section, click a request to see all requests for that project.

4. Next to the request, click Show Suggestions.

5. Click Fill next to the resource to fill the request.