Resourcing Agent Overview

The AI-powered Resourcing Agent surfaces risks, analyzes project and resource data, and completes complex resourcing tasks from simple explanations.

 
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Overview

The Resourcing Agent surfaces potential risks to timelines and financials, analyzes project and resource data, and completes complex resourcing tasks from simple explanations—making resource and risk management easier than ever.

The Resourcing Agent can:

• Perform bulk actions not available in the UI, such as creating or updating assignments or allocations for all resources
• Surface risks around budgets, scheduling, and staffing
• Clean up resourcing data as work gets confirmed, shifted, or completed
• Align resourcing data as team members join or leave the project, dates shift, or work gets completed
• Identify where action is needed and suggest next steps
• Create and update data for you, such as creating allocations, distributing hours, assigning resources to tasks, and more
• Search project data to answer your questions

What Data Does the Resourcing Agent Need?

For the best results, the following information should be available and up-to-date on the account:

• Allocated hours
• Scheduled hours
• Project start and due dates
• Task start and due dates
• Bill rates
• Cost rates
• Roles
• Skills
• Custom field values for users and resources
• User profile data
• Holiday calendars
• Time off
• User workweeks

Using the Resourcing Agent

The Resourcing Agent has a conversational interface that you interact with via natural language. You can select a suggested prompt to quickly start a conversation or type your message in the message field.

Once you’ve sent a message, the Resourcing Agent may take a few moments to reply. You may close the modal while the Resourcing Agent is working but must remain within Resource Center, otherwise your conversation will be erased.

You can rate the Resourcing Agent’s responses and share feedback via the Good response (“   ”) and Bad response (“   ”) buttons. This feedback goes directly to the Kantata team and helps us improve the Agent’s responses.

To view the suggested prompts, select the Help (“   ”) icon in the upper-right of the modal.

Ask the Resourcing Agent to “show me what you can do” for detailed information about what data it has access to, what actions it can take, and additional prompt suggestions.

What Data Can the Resourcing Agent Access?

The Resourcing Agent has access to the following data:

• Allocated hours
• Billable utilization data
• Cost rates
• Holidays
• Legacy estimates
• Organizations
• Project participants
• Projects
• Rate cards
• Resource requests
• Resources
• Scheduled hours
• Skills—account, user, and resource
• Task assignments
• Task checklists
• Time off
• Users
• Workweeks

Related Articles

• Kantata AI Overview
• Project Agent Overview
• Project Status Report Agent Overview
• Resourcing Agent Overview

The AI-powered Resourcing Agent—formerly known as the Resourcing Assistant—surfaces risks, analyzes project and resource data, and completes complex resourcing tasks from simple explanations.