Click your company name at the top of the page to see your people page. This page shows you everyone in your organization....
Configure people in your organization
You can create resources to represent meeting rooms or equipment....
Learn how Resourcing Admins can set permissions for users in their account.
Resource Management provides spreadsheet templates so you can add or update multiple profiles at once.
When Resourcing Administrators set up new profiles, it's a good idea to fill in your team member's basic information.
When someone leaves your company, or they no longer need access to Resource Management, you should archive that person.
Resourcing Administrators can add people in two places: Account Settings or the Organization Page.
Assign work, bill rates, and roles to people
Resource Management has filtering tools that help you find the best person for the work you need to assign based on criteria filtering lo
The default work week for your organization is set in Account Settings....
People in resource management can have different bill rates when you utilize project phases.
To create a non-billable person, set their utilization target to 0.
You can create a list of your office locations, allowing you to associate a person with a location.
While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person....