Candidates
Definition
Candidates are resources that you want to designate for a particular project role. They may include your personal preferences, a customer’s preferences, or resources that the resource search found to be suitable but that you do not yet want to firmly book.
Use
You can define your candidates in the system. You can enter a note for each of your candidates, such as any agreements reached by telephone, or if the resource has accepted but you still have to speak with the manager.
The candidates are always included in the results list of the resource search, regardless of your selection criteria or the suitability rate determined by the system.
You can directly assign your candidates to the project at any time, or remove them from the candidates list.
You can e-mail candidates to notify them of the project.
When you have
WFM Core
running you can display the availability percentage for the candidate based on
the period and the required capacity.
Structure
The candidates list displays the following information:
· Name of the resource
The name is formatted as a link to the resource’s detail data.
· Name of the person with personnel responsibility for the resource
· Name of the organizational unit
· Comments
· A configurable project action used to support the staffing process
See also:
· Storing Resources as Candidates
· Staffing of Project Roles with Resources