Email notifications and the Activity feed help you stay informed about what’s going on with your projects and people.
You can export data from Resource Management and use it to create pivot table reports....
Every project has an individual Project Page where you build new projects and monitor them regularly as you progress....
Phases are a flexible way to break a project into different kinds of work. Each phase can have its own duration, budget, and bill rate....
Determining bill rates
When you set your bill rates, consider the following:
Cost of work: This includes staff salaries and benefits, as well as ov...
If you fully scheduling resources on a project up front, rather than on a weekly or daily basis youll have better insight into your team’s availabilit...
You can create a template project with bill rates, general phases, and assignments, whatever elements are typical in your projects....
All projects must have a defined Project Type in Resource Management....
Click Projects in the primarly navigation to see your Project Portfolio. The page shows your complete portfolio of work, across your organization....
While it isn’t possible to merge projects in Resource Management, if you want to transfer historical time tracked from one project into another, each ...
The Project Worklist shows all Work Items and assignments for a project, organized by phase....
The Project Schedule is an interactive view of each project's plan. You can edit the project timeline and any associated assignments....
When you create a project, you will want to set a profitability target -- and include that target in the project budget (for the project and for each ...
You can filter your portfolio and save the view so you're only looking at the projects you want to see.
Expense categories make it easy to track recurring expenses, and you can use them when you create projects....
In Resource Management, you can do the following:
Lock all time entries for a project
Automatically lock time entries after a set number of days
Wh...
Resource Management provides spreadsheet templates so you can add or update multiple projects at once.
When project priorities or details change, it’s important to update this information, so the project data remains accurate....
Administrators can create custom status labels. Team members can update their work status in the Today View from their Personal Page....
Resource Management helps you better budget and track projects....
There are two ways to create new projects, one at a time from the Project Page or using the Project Importer to import multiple projects at once....
In Account Settings, you can establish a list of clients. When you create a project, you can associate that project with a client from this list....
Deleting a project permanently removes all data for that project or phase.
Create an outline of major deliverables for each project with Work Items....
When you use Itemized Tracking for time, Time & Fee Categories can standardize how your team describes each entry....
Tags can help you find specific projects, people with the skills you need for those projects, and more....
Admins and Approvers have access to these views:
Time & Expenses
Approver View
Go to your profile page....
Resourcing Administrators, Portfolio Editors, Project Editors, Project Members, and People Schedulers can assign people to projects....
Resource Management allows you to create different types of time off and to add that time off to the schedule....
Bill rates are the hourly rates charged for work performed....