User Resource Info
Clicking the Resource Info tab
within a User
Profile will bring User Managers
to a window like the following. Only User
Managers have the option to visit this screen.
Resource Burden and Bill Rate and Allocation Information
Default Burden Rate is the default
hourly rate for the user's cost.
Default Bill Rate is the default
hourly rate for billing the resource's work. While it may be determined
that the above-mentioned burden rate is best maintained here at the resource
level, billing rates may differ on a project and/or contract basis and
may be better managed within projects and contracts. Further information
to help determine the best methods for calculating work rates can be found
starting in the Work Rates
Overview topic and following the relevant links for more detailed
information on calculating rates as it pertains to your particular organization.
Percent Allocation is
the percent allocation of work defaulted to the user when assigned to
a new project. This value may be changed on a project-by-project basis.
More information on usage of this value and changing it at the project
level can be found in the Project
Percent Utilization is
the percent of the resources workday which is their percent utilization.
Capacity Percent is
the percent of the resources workday that they are available for projects.
Capacity Percent Max used to generate an auto-alert if the max capacity is set and exceeded.
Work Schedule Inherits From is
the work schedule default the user will inherit from the system Default
Resource Types/Roles Information
Project Sponsor sets the resource
as one which may be selected for project assignment as a sponsor in the
Information form so that reports may be generated based on projects
sponsored by this user.
Resource Types/Roles sets the
resource's roles (often thought of as skill sets) in the database for
reporting and suggesting the resource for corresponding resource type/role
assignments on specific tasks.
Resource Type/Role Default selects
the default role for the resource for reporting.
Time and Expense Information
Enable Time/Expense Entry sets
the ability for the user to enter time and expenses.
Default Time Code sets the time
code for the user's default if no other rules are present. Other rules
which may override this default are the time code default by resource
type/role for a task and/or the last entry time code used by this user.
Default Expense Code sets the
expense code for the user's default if no other rules are present. Other
rules which may override this default are the expense code default by
resource type/role for a task and/or the last entry expense code used by this
Default Time Sheet Approver
sets the user who will be assigned as the default whenever a time sheet
is submitted for approval. Based on the settings, the default approver may be the
only approver the user can select upon submitting a time sheet. If the
user is set as their own approver, the user will have the option to automatically
approve their time sheets upon submission.
Default Expense Report Approver
sets the user who will be used as the default whenever an expense report
is submitted for approval. Based on the settings, the default approver may be the only approver the user
can select upon submitting an expense report. If the user is set as their
own approver, the user will have the option to automatically approve their
expense reports upon submission.
Time Sheet Min. Hours sets the
minimum hours required for all submitted time sheet entries.
Time Sheet Min. Daily Hours sets the minimum hours required for each day submitting time sheet entries.
Time Sheet Max. Daily Hours sets the maximum hours allowed for each day submitting time sheet entries.
Other Notes is used as a free-form
text data field for any additional notes to maintain with the resource's
data record. These notes are visible to all users in the Directory.