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Upon accessing a profile/resource, you are presented with a full-screen view that showcases a wealth of information spanning several categories.
If you are a user with the required permissions, you can access to:
Dashboard: A snapshot of the resource's current engagements, availability, and overall contribution to projects.
Profile: Detailed personal and professional information, skills, roles, and other critical data that define the resource's capabilities.
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, you can edit the resources' profile. If you are a user with the required permissions, edit a profile by clicking on the “Edit Profile” button.
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Note that some fields may require 'Field Data', which is metadata created by an Admin. Look for an "Edit Profile" button. |
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Rate and Capacity
If you are an Admin, you have additional functionalities. You can 'Rate' the resource and adjust its 'Resource Capacity'.
Rate: This section enables you to assign rates to resources, reflecting their value or cost per unit of work. To rate a resource, locate find the 'Rate' Tab = > “"Add New” " Button = > Fill Rate = > Click “"Add”"
To adjust a resource's capacity, find the 'Capacity' section. Here, you can input the resource's capacity to take on tasks or projects
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