Use the following steps to update the login email address of a person or multiple people....
Reference the table below for input and formatting details on each column in your spreadsheet....
The default work week for your organization is set in Account Settings....
Add People Tags to identify skills or other unique characteristics for people. You can search tags or skills in Reports and on the Approvals page....
In Resource Management, you can track time in three different ways. Each option offers different levels of flexibility and detail....
Use Single Sign On (SSO) for password management and user provisioning to increase company control of access to Resource Management and ensure the rig...
Resource Management has six different permission levels. Only Administrators can set permission levels for people....
Resource Management doesn't currently support multiple currencies....
People in Resource Management can only have one discipline and role. This is set in their personal profiles....
Resource Management provides spreadsheet templates so you can add or update multiple profiles at once....
To create a non-billable person, set their utilization target to 0....
Placeholders are a way of scheduling a project when you don’t yet know who in your organization will be performing the work....
You can create a list of your office locations, allowing you to associate a person with a location....
When Administrators and Project Managers set up new profiles, it's a good idea to fill in your team member’s basic information....
Leave types are assignment types that are not projects....
Use bill rates to track the monetary amount of both incurred and future scheduled hours....
Resource Management allows you to track time in a few different ways....
Assigning roles and disciplines to people allows you to set up bill rates for roles and disciplines that people can automatically adopt from your bill...
When someone leaves your company, or they no longer need access to Resource Management, you should archive that person....
Below is a guide to make sure you cover the most important steps in setting up your account, and help you evaluate Resource Management to determine if...
You can add people in two places: Account Settings or the Organization Page....