Welcome to the Associate External Resources to Named Resources e Learning focused on helping you understand why it is important to associate external resources to the appropriate Sensei IQ named resources.
The External Project and Task synchronization process will create External Resources for each team member defined in the synchronized external projects. They are created as external resources as there is no automated way to map a resource from an external execution tool to a Sensei IQ resource. Therefore, an external resource will be defined for each unique resource used in an external execution tool, meaning that a resource who works across multiple execution tools will have multiple external resources defined in Sensei IQ, each with a prefix on the name to identify the source tool, for example Fred Flintstone (Project Online) and Fred Flintstone (Project for the web).
Multiple external resources can be associated to a single named resource to ensure that all the work is tracked and that resource capacity and demand is managed across all active projects in the organization.
Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates.