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Scheduling Resources: Matching Tasks with Resources’ Skills

Resource PlanningResource SchedulingTask Scheduling

Finding and assigning the right resource to a task is one of the main elements of resource management. Although it’s important to remember that, the right resource doesn’t necessarily mean any random free resource. The right resource means that the resource actually has the right skill set for the task at hand.

Taking the time to find the perfect resource and task match will lead you to a more satisfied team. And a happy team, is a team that delivers.

Here we’ll show you how to use Ganttic’s custom data fields for your resource scheduling and planning. As well as the benefits for your team, organization, and project management process.

What is Resource Scheduling?

Resource scheduling is the process of picking, planning, and allocating the human and non-human resources used in your projects and work tasks. The ultimate goal is that your resources deliver on your project objectives.

A good resource schedule is more than just ensuring project resource capacity throughout the whole project life-span. It’s about guaranteeing that the resources engaged are actually the best pick for the job at hand. The whys of that we’ll explain next.

Benefits of Matching Resource Skills to Tasks

There’s plenty of benefits of resource scheduling. But why is it so important to choose the right resource for the job? Well, for staters:

  • Happier Team. If your team members are working on projects that they are good at, they are more likely to perform tasks with a smile. That carries over to everyone. Even you as a project manager who doesn’t have to deal with as much daily conflict. It’s amazing how such a simple thing can clean up a toxic work environment.
  • Healthier Team. Stress and overwork are huge health risks. Matching specific tasks to the best resource means that you’re utilizing the best person for the job. That helps to reduce their stress levels and all the negative aspects that go with that: fatigue, mental health issues, diet, and even death.
  • Better Project Completion Rates. Projects fail for a variety of reasons. The biggest issues are often due to poor resource planning. Ensuring that you have assigned the best resource to the task means that all your projects will run more smoothly. And the entire portfolio will be more successful.
  • More Satisfied Clients. What happens when you get better work that comes in on time? You got a recipe for happier clients. Happier clients mean repeat business and more work for your company.
  • Makes Project Management Easier. All of these benefits not only improve the team, but they help the manager of the team. It might seem like an extra step in the process, but resource management is one of the most important aspects of project management. And in the long run can make your job a hell of lot easier.

What are Custom Data Fields?

In Ganttic, custom data fields are places for additional information. These data fields can contain all sorts of data, facts, and notes about projects, tasks, and resources.

There are 8 types of custom data fields in Ganttic. There’s no cap on the kind of data or the amount of data added. They can also be hidden, so only some users have access. And so they don’t detract from the actual plans.

Some examples of Ganttic’s custom data fields include:

  • List Types. Skill, department, position, etc.
  • Dates. Project end dates, milestones, resource contract dates.
  • Links. Attach a link to a Google Map. Or an online doc.
  • Numbers. Hourly rates, counts, amounts. These can also be used in report calculations.

Custom Data Fields in Ganttic help match tasks to the right resource.

4 Steps to Match Resources to Tasks

1.  Add Custom Data Fields

As it is with life in general, you have to focus on what you have. In project portfolio management, you have to focus on the resources you have and organize them. So the first step with matching up the perfect resource to your tasks is organizing your custom data fields. Although it might sound tedious at first, it’s going to be a huge time-saver in the future.

Just add a custom data field for anything about your projects, resources, and tasks. Some examples include:

  • Location, time zone, departments, job site. Is your team member on the same continent as the job site? Usually that info is good to know…
  • Certifications, job trainings, specific qualifications. Does a certain task require specific certifications? Just check who has what you need.
  • Specialized knowledge, language skills, interpersonal skills. Does a client require certain skill sets for the job?
  • Part-time, freelance, full-time, outsourced. If contract types matter, add it for the client (project) and resource.
  • Contract type. Salary. Maybe money is important. So use number data fields and get a better calculation of costs.
  • Shoe size, blood type, phone number, ID number. Get as weird or as personal as you need. And rest assured that in Ganttic this info can be hidden from those who shouldn’t see it.

2. Check Long-Term Availability

When taking on a new project, we often forgot to check the availability of the resources over the course of the entire project. However, that’s where finding the right resource for the job should start. You should have an overview of the available resources and know which skills these resources have even before you start planning resources for the project or even taking on the project.

With online Gantt charts, it’s easy to zoom in and out of the timeline. That way you can see exactly if resources are engaged with other work and tasks later on down the line. You can also see show how tied up the resources are with other projects in a single project view.

Another option is to check in with the resource utilization. In Ganttic, this number is calculated for the given time period. This number can be reflected next to the resource name in the form of busy time. Or in the resource utilization graph above the scheduled tasks. Either way, you as the project manager has clear data whether taking on a new project is too much for a certain resource. This ensures the right capacity, while preventing future burnout. Win, win!

Check data fields and long term availability to find the right task for your resources.

3. Organize Resources

You have mapped out the skills. As well as taking the time to think about it long and hard. You discussed it with other project managers, you discussed it with the team. Let’s just say there’s been a lot of mapping and discussing.

Take a look at your resource pool. It’s possible you have hundreds of resources there. Are they grouped in any way?

Do you know the skill set of each and every one of them by heart? For example, if you had to name all the front-end developers in your team. Could you do it? Would you know what sort of projects they excel at?

Unless you’re Rain Man, probably not. But that’s where resource scheduling software can step in and assist.

In Ganttic, you can group the resources by list type of custom data fields or use filtering to find the skills and the resources that you need.

4. Scheduling Tasks and Projects

If you are dealing with a project that comes with a lot of new tasks that your team hasn’t dealt with before, schedule a meeting. Since you have gone over of the skills of your team, you probably know who are the possible matches for your tasks. Suggest the tasks to them and see how they feel about them. A meeting is a good place for that since someone you haven’t even considered might take up the task.

If that happens, take a note and make sure to revisit their skillset tab in the resource planning software. When the new task is completed, make sure to discuss it once more with the resource you assigned it to. If it’s something that worked with them – yay! And if it’s not, you’ll know and can make changes accordingly the next time around.

Find the Best Resource for Your Tasks with Ganttic

Resource planning and data fields go hand-in-hand in making it easier to find the right resource for the job. With the right tools and knowledge, anyone can become more successful at the project management process. It’s not hard to get started. So start today!

Sign up for a free demo to learn more about Ganttic resource scheduling.

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