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Match Feature

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.
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