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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.
OverviewApprovers: A snapshot of the resource's current activities, availability, and overall contribution to projects.
Profile: Detailed personal and professional information, skills, roles, and other critical data that define the resource's capabilities.
If you are a user with the /wiki/spaces/~7120207b76c5772f164d03a153b3a3db896195/pages/2292421728, edit a profile by clicking on the “Edit Profile” button.
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Note that some fields may require '/wiki/spaces/~7120207b76c5772f164d03a153b3a3db896195/pages/2292422368', which is metadata created by an Admin |
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Rate and Capacity
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If you are an App Admin or Billing/Cost Admin, you have additional functionalities. You can 'Rate' the resource and adjust its 'Resource Capacity'. |
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Capacity: This section allows for the adjustment of a resource's capacity to undertake tasks or projects, ensuring optimal workload distribution.
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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Additional Functionalities:
Holiday: Displays scheduled breaks, holidays, and non-working days for the resource. As an admin, you can also add more holidays to a resource.Timesheets: Tracks and records the time each resource spends on various tasks and projects.
Leave: Manages and monitors leave requests and approvals.
Report: Generates comprehensive reports detailing the resource's performance, time allocation, and other metrics.