The Match feature is used for finding a resource. A generic resource can be replaced with a named resource in the Resource Plan by using the Match feature.
The Match % is based off:
- Department for 25%;
- Role for 25%; and
- Availability for 50%.
When adding a matched resource, you have three choices: Fulfill, Replace, or Cancel.
- “Fulfill” allows you to assign one or more Named Resources to a Generic Resource commitment. Using “Fulfill” will add the Named Resource(s) below the Generic Resource.
- “Replace” will actually replace the resource (Named or Generic) with the new resource (Named or Generic).
- "Cancel" does exactly that - cancels the action.