Choose preferred resources for requirements

Adding preferred resources to a requirement applies restrictions on which resources will be matched to a requirement when scheduling with the schedule assistant or when using Resource Scheduling Optimization.

To add, change, or remove preferred resources, open a resource requirement and go to the Related > Resource Preferences tab.

For each resource added you can define a Preference Type.

Preferred

The schedule assistant displays preferred resources first in the Gantt view if they match all other requirements and filters. It also shows a heart icon next to their name.

Restricted

The schedule assistant will filter out any resources that have been marked as restricted. The filter can be removed using the filter panel.

Must choose from

The schedule assistant will filter results to only these resources. If none of the resources are available, schedule assistant won't return any results. The filter can be removed using the filter panel.

Using preferred resources with Resource Scheduling Optimization

For Resource Scheduling Optimization to consider preferred resources, add the Maximize Preferred Resources objective to the optimization goal. Resource scheduling optimization will attempt to match Preferred resources, always select Must choose from resources, and never select Restricted resources.