Pulse Allocation Experience (Beta)

Overview

The Pulse Allocation Experience provides intuitive tools and clear indicators for a streamlined, informed allocation process, enabling schedulers to efficiently and confidently allocate work to resources based on essential data and selection criteria.

Allocate resources using the Pulse Allocation Experience (Beta)

Follow these steps to allocate resources using the Pulse Allocation Experience:

1. Go to the Details or Schedule tab of the Work details page of the work item you want.

2. Click Allocate to open the Allocation modal. Select one or more individuals from the list of available resources.

3. Click Allocate to confirm your action.

The Allocation modal

The Allocation modal displays a list of resources filtered to meet the work item’s criteria, including availability, location, and scheduling rules. The modal differs, depending on whether multiple resource requirements are in use, or not.

Allocate work from the allocation modal

The instructions in this section apply to work items that do not have multiple resource requirements.

You can allocate resources quickly and accurately with essential insights. By default, the list is sorted by Least Travel, displaying only resources that meet the work item’s criteria.

Use the Search field to quickly search for and select a resource, or use the View by drop-down to filter for more resources.

Allocate work with multiple resource requirements

When a job has multiple resource requirements and a user clicks Allocate from anywhere outside of the resource requirement modal, the following modal displays:

To allocate a resource, do the following steps:

1. Select the requirment that they want to allocate resources for. This determines the data that will be presented next.

2. Click Continue.

3. Select a resource. Only resources with matching skills tags appear in the allocation modal. If requirements do not have skill tags, all feasible resources will be shown and the requirement can be filled as normal.

Filter resource list

The following drop-downs can be used to filter and sort resources based on predefined criteria:

• Least travel: Display resources based on the shortest travel distance or duration from home or the last job. The distance and time will be shown in the corresponding columns.

• Least utilized: Display resources with the lowest utilization over a specified time.

• Region: Show resources based on the selected region.

• Rule: Enable Ignore scheduling rules to also display resources that do not comply with the scheduling rules.

  When you choose to ignore scheduling rules, some resources may be displayed with a warning icon next to their avatar, indicating that they do not meet the work requirements. Hover over the icon to view all violated rules. You can still select those resources if needed.

  

View tags status

You can view the skill tag match status of resource’s name for a work item by the tags icon located next to the resources’ name.

Tag icon	Description
	Indicates that the resource matches all the tags required for the job.
	Indicates that the resource matches some, but not all, of the required tags.
	Indicates that the resource matches none of the required tags for the job.

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