Page 10 - GC_Proj_Plan_Participant_GuideSDL

Locating Resources Based on Skills and Availability
The Business Development team at MyCo would like to submit a proposal for a high-
value contract. The team needs to know if there are any employees or subcontractors
that possess “Jedi Knight”-level Python programming skills. Once those users have
been identified, the BD team needs further confirmation that those resources are not
currently planned to work on another billable project.

Activity 1.2 – Using Reports to Identify Resources and Their

Availability
Log in as Gus Lead (glead/welcome).

Activity Steps

Part 1: Identify Resources Based on Necessary Skill
1. Navigate to Reports > Dashboard > Resource Reports > Detail Reports.
2. Select Skill Profile.
3. Select the report criteria as indicated below:

Report On: All Resources I can see

Person Org Code: GS-SE

Skill Type: Programming

Skills: Python (Jedi Knight (>20 years))

Reporting Options: Sort by Person, Skill Type, Skill

4. Press Run Report.
5. Note which user(s) have the necessary skill for the contract:

Resources

Part 2: Identify Resource Availability Based on Necessary Skill
1. Navigate to Reports > Dashboard > Resource Reports > Periodic Reports.
2. Select Resource Allocation.
3. Select the report criteria as indicated below:

LESSON 1: SELECTING RESOURCES
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