Assign unassigned work using Resource finder
Assign resource using the AI suggestions which match the skill-set and primary attributes requirements.
Before you begin
Role required: resource_user, resource_manager
About this task
The AI resource finder uses generative AI to calculate AI rationale for available resources. Review the fit scores and availability before assigning a resource. Selecting a resource opens the existing assign resources modal where you can review allocations and distributions before confirming the assignment.
AI resource finder helps resource and project managers identify the best-fit resources for unassigned resource assignments in a project. The fit score indicates how well a resource matches a task based on the availability,
past experience, similar kind of work and working on same projects. Resource managers review the AI-generated fit scores and rationale and decide which resource to assign to an unassigned assignment. The resource finder
modal displays the following information for each resource:
- Fit score: Percentage match of a resource for the task. The Fit score is deterministic and is not generated using AI.
- Rationale: AI-generated explanation for the fit score.
- Availability: The availability of the resource for a task.
For more information regarding how the Resource finder works and the resources are mapped, see Resource finder.
Procedure
-
Select the Resource cards icon (
) from the menu and open a resource card.
Alternatively, you can view unassigned tasks using the Unassigned assignment requests widget from the overview dashboard. -
From unassigned tasks pane, select the context menu row (
) for any task and select Resource finder.
-
From Assign resources modal, review the allocations and distributions and select Assign.
The resource is assigned to the task.