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.
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...
Scheduling resources on a project up front, rather than on a weekly or daily basis will give you better insight into your team’s availabi
You can create a template project with bill rates, phases, assignments, and all other typical project elements.
All projects must have a defined Project Type (Confirmed, Tentative, or Internal) in Resource Management.
You can organize your portfolio to display your most important projects and find the status information you need for each project....
It is not possible to merge projects in Resource Management, but there are workarounds listed below.
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 track your project’s profitability by monitoring the budget bar on the left side of the screen.
You can filter your portfolio and save the view so you're only looking at the projects you want to see.
Expense categories are predefined classifications of non-labor or time related project costs.
When you lock time entries, it prevents people from making unnecessary edits to project hours.
Resource Management provides spreadsheet templates so you can add or update multiple projects at once.
You can edit or archive projects in bulk.
Custom work status labels are updated by team members to help communicate their progress.
Resource Management helps you budget and track projects by time, currency, or expenses.
You can create new projects individually on the project page or in bulk using the project importer.
Client lists are useful for organizing projects and resources by client.
Deleting a project permanently removes all data for that project or phase.
Work items clearly define the project deliverables, expectations
When you use itemized tracking for time, time & fee categories can standar
Tags work well when you have basic requirements for filtering, but custom fields offer a lot more power....
Approvals can be used to manage your organization’s time and expenses.
When you add or change assignments on the schedule, the project page automatically reflects the changes.
Resource Management allows you to create different types of time off and add that time off to the schedule so you know who's available to
Bill rates are the hourly rates charged for work performed.