How can you manually refine the choice of resources on a task group?

This can be done in the activities tab. (See also the image below for better understanding)

1. Select the task group

2. Go to “Group Detail”

3. Click on the Role.

4. Right-click on the selected resource and choose an option:

  • Normal matching rule: the engine will automatically select resources that match requirements
  • Include this resource: the engine will include the resource (useful if the resource hasn’t the right profile: Include it anyway)
  • Favor this resource: the engine will try to choose it first
  • Impose this resource and exclude others: the engine will impose it and exclude the others
  • Exclude this resource: this resource won’t be selected by the engine

This feature is available only if you use roles.