If they are expected to enter allocations or budgets they must also have "Add and Edit" permissions.
In order to see the Resource Management grid, Managers must be able to "View" allocations and budgets. Managers can be set up to use different parts of Resource Management on the Security and Permissions section of their Person Details page. Standard Users will only be able to access their Personal Dashboard from their time entry pages. Resource Management can be used with all 7 of the Billing Rate Structures ( more details here), but it is required that Billable Status be determined by the Project in the Billing Rates section of the Company → Preferences page, as shown here:ĭemo customers can activate Resource Management from the "Do You Budget" tab and then select "Monthly Budget":Īll local ClickTime Administrators will be able to access all aspects of Resource Management. Then open up the "Project Estimation" section of the page and choose "Resource Management":Īfter saving, the Resource Management tab should be available. Specifically, you will need to make sure that you have enabled both "time billing features" as well as "Project estimation features" in the "General Company Information" section of the page: In order for the tab to appear, you must have access to the Resource Management features and have enabled Resource Management from the Company → Preferences page. The Resource Management tab will appear to all Administrators, as well as Managers with the appropriate permissions (more info below). In the case of both Projects and People, as long as they are eligible for Resource Management (use the eligibility setting shown above) you can decide to display inactive Projects and People in the grid using "specific people" or "specific projects" filters and selecting show inactive.įor more information about filters in Resource Management, see our Customizing Your Resource Management View section below. If the person is inactive but time has been allocated to them within a given month.If the person is inactive but has time data within a given month.With this in mind, the following would be reasons why an inactive Person would appear in the Resource Management grid: Inactive People do not appear in the Resource Management grid by default. Similarly, already active Projects and People will appear in the grid by default unless their Start/End Dates exclude them from particular months. Newly created Projects and People will have this option enabled by default and appear in the Resource Management grid. This is controlled respectively under Company → Preferences → Projects and Company → Preferences → People. If you have any questions about any section, please reach out to our Support Team and they'll be happy to help.īefore entering Resource Management you have the ability to control which Projects and People appear in the grid. Monthly Hours and Billing Goals by Person.The following are all important concepts to understand when using Resource Management: Success with Resource Management will require a little bit of initial set-up, which we'll cover here.
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