How To Use Suggest A Resource In Project Insight

Assigning the right resource to a task often requires checking availability, workload, role, and project assignments. Project Insight’s Suggest A Resource options help project managers review resource allocation data while adding or editing a task.

When you use Suggest A Resource, Project Insight saves the task information and creates a report showing which resources are most available during the task’s scheduled duration.

What Is Suggest A Resource?

Suggest A Resource is a resource planning option that helps you identify available resources for a task based on resource allocation data.

Instead of manually checking each person’s workload, Project Insight can generate resource suggestions based on the task schedule and the available resource pool.

This helps project managers make better assignment decisions before overloading team members.

When Should You Use Suggest A Resource?

Use Suggest A Resource when you are adding or editing a task and need help deciding who should be assigned.

This is especially useful when:

You are not sure who is available during the task schedule
Multiple people could perform the same type of work
You want to avoid assigning work to an overloaded resource
You need to compare resource availability before saving the assignment
You want suggestions from the current project resource team
You want to filter suggestions by resource role or resource type

How Do You Suggest A Resource For A Task?

Open the task you want to add or edit.
Enter or update the task details, including the task schedule and work hours.
Use one of the Suggest A Resource save options when saving the task.
Project Insight saves the task information.
Project Insight creates a resource suggestion report based on the task duration.
Review the suggested resources and their availability.
Use the report filters to narrow the results, if needed.
Choose the appropriate resource and update the task assignment.

How Does Suggest A Resource Choose From The Project Team?

One Suggest A Resource option suggests a resource from the current project resource team.

Use this option when you want Project Insight to look only at resources who are already part of the project. This is helpful when the project team has already been defined and you want to choose the most available person from that group.

How Can You Filter Suggested Resources?

After Project Insight creates the resource suggestion report, you can further filter the results.

For example, you can filter suggestions by the corresponding resource role or resource type. This helps narrow the list to people who match the type of work needed for the task.

Use filtering when you need to find someone with a specific role, skill area, department, or resource type, depending on how your workspace is configured.

Best Practices

Use Suggest A Resource before assigning work to someone who may already be at capacity.
Make sure the task schedule and work hours are accurate before running suggestions.
Filter by resource role or type when the task requires a specific kind of resource.
Use the current project team option when you want to keep assignments within the existing project team.
Review availability before finalizing the assignment.
Pair resource suggestions with resource allocation reports for larger staffing decisions.

Common Mistakes To Avoid

Running suggestions before entering realistic task dates or work hours.
Choosing a suggested resource without checking whether the role or resource type matches the task.
Assuming the first suggested resource is always the best assignment.
Forgetting to filter results when many resources appear in the suggestion report.
Assigning outside the project team when the project should use only approved project resources.

Need More Help?

If you are not sure how to use Suggest A Resource or how resource suggestions are calculated in your workspace, contact your Project Insight administrator or Customer Success representative. You can also get more help at projectinsight.com/support.