Resource Plan Candidates List Overview

This article provides an overview of the Candidates List features as part of building, analyzing, and modifying resource plans in OnePlan.

The Candidates List may be toggled on/off by clicking on the Candidates List icon in the icon menu.

Note:

When opening the candidates grid, no resources will be loaded by default.

If you show the Candidates List in the lower half of the screen, each resource or team's summary row shows the remaining availability.

Icon Menu when Candidates List Open

Icons listed in order from left to right:

Add Resource: Select a resource from the candidates list. Then click the Add Resource icon to add the selected resource to the resource plan.

Find Resource Search Bar: Search for resources by name using this search bar.

Resource Type Menu: Select which type of resource you would like to view - either individual resources, or teams of resources.

Find Resource Menu: Select a search method from the drop-down.

Replace Resource: Replace or Fulfill resources in the resource plan.

Group By: Group the resources in the candidates list by a resource filed from the drop-down.

Filter: Filter the resources shown in the candidates list using a filter from the drop-down.

Charts: Select a visualization to view resource capacity. Options include the List (default), and the Capacity v. Demand chart. The Capacity v. Demand chart shows resource availability in a stacked bar chart.