Resource Management Additional Features


  • Resource Management

In this section, we’ve outlined how to get your account set up with the features listed below. All feature settings are available within Account Settings.

Add Custom Fields for People and Projects


  • Resource Management

Custom Fields allows you to add your own properties to Projects and People. This extra level of detail provides helpful insights for scheduling and planning and makes reporting more powerful.

For People, Custom Fields you can add properties like skills, certifications, managers, organization structure, etc. to profiles

For Projects, use Custom Fields to add business-specific criteria to your projects and specify properties such as portfolio editor, project priority, the likelihood of closing, business unit, project IDs, locations, etc.

When integrating Resource Management with other business tools or systems, add Custom Fields to using the same tags or identifiers in your other tools.

Projects and People can have multiple Custom Fields. You can filter on those fields on the Schedule, Project Portfolio Page, or in Reports.

Creating Custom Fields

Custom fields

Only Administrators can add custom fields. 

  1. Go to Account Settings > Project Custom Fields or People Custom Fields.
  2. Select Add, and fill out the following information:
    • Field Name: The display name for the Custom Field and its filters.

    • Field Description: A description that outlines how this Customer Field should be used (optional).

    • Field Type: Select Text Field, Drop Down Menu, or Multiple Choice Drop Down Menu. Drop Down Menu and Multiple Choice Drop Down Menu allow you to specify the options that will appear.

    • Default Value: The value that new projects or people will have pre-populated in this field. Select Apply default value to existing projects/people to have this value populate existing assignments, too.

    • How is this field used?: Determine whether you want this value:
      • Visible on the Project or Personal Page
      • A filter option throughout the account
      • Editable only by administrators (People Custom Fields only)
  3. Select Save to create your Custom Field. The new field will now appear on all Projects or People, with the default values if applicable. Both Administrators and Portfolio Editors can edit custom fields in Project Settings or Profile Settings, as applicable.

Create custom fields

NOTE: If you update a Custom Field in Account Settings, it will be updated for all Projects and People that it is assigned to. If you remove a custom field from Account Settings, it will not be removed from the Projects or People that it was assigned to. The Project or Person will retain that value within their settings, and as long as at least one Project or Person has that value attached to their settings, the option will still be appear in the filtering options on the Schedule and in Reports.



Filtering a Custom Field in Reports allows you to show specific items in a data set. For example, just show high priority projects, or projects that belong to a certain portfolio editor. Selecting multiple filters will aggregate data for all of the filters selected. You will only see filters that are actually available in the data you have grouped.

Filter Custom Field

Clicking on the name, for example "Medium," is a quick way to show just that menu option. It will deselect everything else and just select that option. Clicking on the checkboxes allows you to add multiple options.

Single Sign On (SSO) for Resource Management


  • Resource Management

Use Single Sign On (SSO) for password management and user provisioning to increase company control of access to Resource Management and ensure the right people are securely logging in to your account.

Resource Management provides SSO using the SAML 2.0 protocol, which works with all major providers, including but not limited to ADFS, Azure AD, OKTA, and Google. Resource Management currently only supports the Web Browser SSO profile. IdP Initiated Sign On is not supported.

Before you begin

Before setting up Resource Management with SSO, create or designate a user account that will access the account with a username and password exclusively—that is, designate a user who will not log in with SSO.

This designated user provides you with a backup strategy in the event that changes are made to your SSO configuration and SSO enabled users are no longer able to log in. 

Failure to establish a backup user account may result in an inability to log in to your account should SSO fail for some reason.

Set up SSO for your account

For customers migrating their SSO identity provider to

To ensure your team can access your account, make sure an Administrator confirms these changes on the Account Settings > SSO configuration page immediately after you updated the identity provider.

  1. In your SSO identity provider (IdP) set up Resource Management as an app (relying party) using the relevant SSO configuration values from

    ACS URL:
    EntityID (audience):
    NameID: urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress
  2. Log in to as an administrator. Navigate to and click the SSO section. If SSO has not yet been enabled, click Setup SSO, otherwise, click Edit.


  1. Choose one of the two available configuration modes: Automatic or Manual.

    Automatic configuration is easier to configure than manual and does not require extracting and uploading a certificate. Automatic Configuration is recommended. 
    • Automatic Configuration: Enter your IdP supplied metadata URL. IdP supplied metadata will provide the Single Sign On URL, the Entity ID and the x.509 certificate file required by Resource Management.

      NOTE: The Automatic Configuration SSO mode in Resource Management will dynamically fetch the latest certificates and Sign On URLs when users log in to Resource Management. This mode also supports scenarios where you have multiple certificates associated with your SSO application (i.e. rotating certificates gracefully). Your identity provider must supply a publicly available metadata URL as XML.
    • Manual Configuration: Enter your SAML 2.0 signing certificate and URLs.

      Use this option if your IdP does not supply a publicly available metadata URL, metadata XML is incomplete/malformed, and/or the organization is not in favor of mutable settings.

      NOTE: You’ll need to obtain the x.509 certificate, SSO Sign in target URL and Logout target URL from your IdP. If you're unsure what URLs are needed, reach out to your IT department or IdP admin for assistance.

      IMPORTANT: To successfully upload your SAML 2.0 signing certificate, it must be PEM encoded. DER encoding is not supported.
      Automatic Configuration
  2. Select the Auto-provision authenticated users not in account option if you want to allow users to bypass the invitation process.

    When this check box is selected, new users do not need to accept an invitation to join the application. They simply need to visit the sign-on page, enter their email address, and they will be recognized as a user in the system and given the option to sign into your company account.

    NOTE: This auto-provision check box does not automatically provision new user accounts. New user accounts must be created through the application. 
  3. Click Save.

Required Attributes

For successful sign-in authentication, a NameID claim with the format of email address must be passed to Resource Management . The required name identifier format supplied by the identity provider is:

  1. urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress

After Setup

Once a user has logged In with SSO, they will no longer be allowed to log in with a username and password, and their profile email address will be locked in the application. In order to update their login email, please contact us for assistance.

If your SSO in Resource Management is set to Manual Configuration mode and you need to make any changes to your SSO settings in the application, then we recommend switching to Automatic Configuration first (see step-by-step guide above). Once SSO is set to Automatic, Resource Management will detect changes to your IdP SSO configuration, automatically. If you would like to continue using Manual Configuration mode and make changes to your SSO configuration, then do so with caution. Before making any changes to your active SSO configuration ensure that you have at least one administrative user within your organization that has not logged In with SSO and still has a username/password login. This will allow you to log in with that profile should you need to revert any changes. 

Once SSO is enabled for your organization, in order to log in with username and password, click on the link labeled Sign in using your Resource Management password.

If you are encountering issues, contact support here.

Common Terminology




The identifier for the Service Provider. In some IdPs this is referred to as the Audience. This is supplied in the SP metadata.

Identity Provider (IdP)

The authority that verifies and asserts a user's identity and access to a requested resource (the "Service Provider")

Service Provider (SP)

The Resource Management service that users intend to access


A set of information supplied by the IdP to the SP, and/or vice versa, in xml format

IdP Metadata

Provides the Single Sign On URL, the Entity ID and the x.509 certificate file required by the SP to decrypt the assertion. Input the URL to this file to automatically configure SSO in Resource Management.

SP Metadata

Supplied by Resource Management at and contains the ACS URL, the Audience Restriction (aka EntityID), the NameID format, and an x.509 certificate if the assertion needs to be encrypted


An attribute within the assertion that is used to specify the user’s email address. Resource Management SSO requires NameID format urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress

Assertion Consumer Service (ACS) URL

The SP endpoint that is dedicated to handling SAML transactions.  In some IdPs this is referred to as the Single Sign On URL (SSO URL)

Apply Custom Account Branding to Your Account


  • Resource Management

With Custom branding, you can replace the Resource Management logo in the upper left of the navigation bar of the Resource Management app with your own logo and background header color. 

Administrators can customize the branding in Account Settings > Custom Branding.

  • Select Choose File to upload a new logo image.  Your image must be a valid image file type (PNG or GIF) and less than 1MB in size.
  • Use the color pickers to select new background or header text colors.
  • Use the drop shadow setting to adjust how text is rendered to make it more legible.
  • You'll see a preview as you make your changes. When you're finished, click Save.
  • Click Remove Custom Branding to revert to the original Resource Management branding. All custom branding changes will be lost — you cannot undo this action.


Manage Multiple Currencies


  • Resource Management

Resource Management doesn't currently support multiple currencies.

Our intent with capturing rates and budgets is to provide a tool to measure how billable hours map to project budgets. Units could be in $, £, or apples. These units are fixed numbers that come from the contract for the work.

The currency symbol is a visualization not translated into actual-world value to show the combined aggregate in the reports. The power of pivoting reports depends on being able to roll up all financials into one combined view in one currency. Also, if you share team members between offices, each of their bill rates would need to be translated into the currency that fits the project.

Here is a multiple currency scenario:

  • Your client is in the UK. Your contract for that project has a budget of £65000.

  • You convert that budget to USD (or any currency) and enter it in Resource Management. Based on a sample exchange rate, the £65000 = $98,000.

  • Your bill rates in Resource Management are in USD.

  • Each bill rate is determined by cost per team member, overhead, and margin target. The $98,000 project and all bill rates for your project have a 30% margin.

  • Your team works on the project for 3 months and completes the expected deliverables for $105,000 worth of time. This is $7,000 more than expected and reduces your profit margin to 27%.

  • You need to bill the client in pounds which puts you at the mercy of the exchange rate. Fortunately for you, the value of Sterling went up since you wrote the contract. Now at the end of the project, £65000 = $110,000 USD.

  • You end the project with a 31% profit margin for that project.

Additional multiple currency options:

  1. Set up an account for each regional office (with their local currencies) and use the API to pull data from all accounts into one dashboard.

  2. Don't use the fee budget aspect of projects. Track hours instead and give your team a target that is not related to currency.