GUIDEcx has introduced Dispatching, a powerful enhancement to Resource Management that helps project managers identify the best candidates for project tasks.

Unlike a simple list of team members assigned to a role, Dispatching provides a stack-ranked list based on a Match Score. Users with higher scores appear at the top, helping PMs make more informed decisions.

Admins, Managers, and Guides can view Match Scores and use Dispatching on the Team page within a project. No special configuration is required—Dispatching works seamlessly within the traditional Resource Management structure.

Don't have Resource Management? Talk to your CSM about upgrading your package.

Dispatching evaluates eligible resources and assigns each a Match Score based on factors such as workload, availability, project assignments, and scheduling considerations. The highest-ranked user is identified as the Best Match for the selected task.

Match Scores are recommendations designed to help project managers make informed staffing decisions. You can assign any eligible resource regardless of their ranking.

For Dispatching to calculate Match Scores accurately, tasks must include:

These fields are also required for Resource Management capacity planning.

Smart Assign automatically recommends the highest-ranked resource for a task directly from the Team page. Project managers can assign tasks individually or in bulk with a single click, reducing the time spent reviewing eligible resources.

The recommended assignment is only a suggestion—you can select any eligible resource before completing the assignment.

Select Advanced Search to open a detailed view of each eligible resource.

Advanced Search provides additional insights, including:

The Current Capacity timeline displays the resource's existing workload, while the Projected Capacity timeline shows what their workload would look like if the selected task were assigned.

Dispatching includes several metrics to help you understand each resource's workload before assigning a task.

Shows the number of active projects in which the selected person has assigned tasks that overlap with the current project's timeline.

Shows the number of active tasks assigned to the selected person during the current project's timeline.

Shows tasks from the current project that may overlap with the selected person's existing workload.

When scheduling conflicts are detected, this metric is highlighted with a red outline. Hover over the indicator to view additional details about the conflict.

Shows the number of tasks assigned to the selected person during the current project's timeline that do not have Estimated Hours.

Because these tasks cannot be included in workload calculations, adding Estimated Hours helps improve the accuracy of capacity planning and Match Scores.

For the most accurate Match Scores and capacity calculations:

Instead of a flat list of users eligible for a role, Dispatching shows a ranked list based on Match Score. Users aren’t required to select the top-ranked candidate—the feature simply provides more insight to help PMs make smarter assignment decisions.

GUIDEcx uses a proprietary matching algorithm to calculate a Match Score for each eligible resource. The user with the highest score at a given time is designated as the "Best Match."

The Match Score is designed to help identify the most appropriate resource by evaluating factors related to workload, availability, project assignments, and overall scheduling considerations. The algorithm balances multiple data points to provide a recommendation while helping teams make informed staffing decisions.

For additional context, users can review resource details available throughout the Dispatching experience, including information displayed in the Advanced Search view. The final assignment decision always remains with the user.

Current Capacity reflects the resource's existing workload based on their currently assigned tasks.

Projected Capacity shows what the resource's workload would be if the selected task were assigned, helping you understand the impact before making the assignment.

The Match Score is a recommendation generated by Dispatching that helps identify the most suitable resource for a task based on workload, availability, project assignments, and scheduling considerations.

A higher Match Score indicates a stronger recommendation, but project managers always make the final assignment decision.

A red outline indicates a potential scheduling conflict. Hover over the highlighted metric to view additional details about the conflict before assigning the task.

Tasks without Estimated Hours cannot be included in capacity calculations. To ensure Dispatching provides accurate recommendations, make sure tasks include a Start Date, Due Date, and Estimated Hours.