Configure people in your organization
Managed Resources represent things you need for your project.
Learn how Resourcing Admins can set permissions for users in their account.
Resource Management provides spreadsheet templates to add or update multiple profiles simultaneously.
When Resourcing Administrators set up new profiles, it's a good idea to fill in your team member's basic information.
You should archive a person if they leave your company or no longer need access to Resource Management.
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 filteri
The default work week for your organization is set on the Account Settings page....
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....