System Admin

System Admin

Update Login Email

Use the following steps to update the login email address of a person or multiple people....

Column inputs and formatting

Reference the table below for input and formatting details on each column in your spreadsheet....

Configure Availability for an Individual

The default work week for your organization is set in Account Settings....

Use People Tags to Assign Skills

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....

Track time in Resource Management

In Resource Management, you can track time in three different ways. Each option offers different levels of flexibility and detail....

Single Sign On (SSO) for 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 rig...

Set permission levels for people

Resource Management has six different permission levels. Only Administrators can set permission levels for people....

Manage Multiple Currencies

Resource Management doesn't currently support multiple currencies....

Manage Bill Rates for Multiple Disciplines and Roles

People in Resource Management can only have one discipline and role. This is set in their personal profiles....

Import or update multiple people at once

Resource Management provides spreadsheet templates so you can add or update multiple profiles at once....

Create Non-Billable People

To create a non-billable person, set their utilization target to 0....

Create and Manage Placeholder Projects

Placeholders are a way of scheduling a project when you don’t yet know who in your organization will be performing the work....

Create and Manage Locations

You can create a list of your office locations, allowing you to associate a person with a location....

Configure Profile Settings

When Administrators and Project Managers set up new profiles, it's a good idea to fill in your team member’s basic information....

Configure Leave Types and Official Holidays

​​​Leave types are assignment types that are not projects....

Configure Bill Rates in Account Settings

Use bill rates to track the monetary amount of both incurred and future scheduled hours....

Select a Default Time Tracking Method

Resource Management allows you to track time in a few different ways....

Assign Roles and Disciplines

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...

Archive, Modify, or Delete People

When someone leaves your company, or they no longer need access to Resource Management, you should archive that person....

Set Up Your Account

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...

Administer and Add People

You can add people in two places: Account Settings or the Organization Page....