System administrators, resource managers
- Know the definition of resource types/roles in Project Insight
- Be able to define your resource types/roles for your organization
- Understand the importance of entering resource types/roles in the project management software
Resource types and roles in the Administration section, refer to the skill sets that are associated with people, tasks and rates.
You will want to add the types of skills or roles that are needed on your typical projects and tasks.
Some common examples are:
- Business analyst
- Implementation coordinator
- Project manager
Add resource types by simply typing them in the gray blank line at the bottom of the form. Click the active check box and click the Save button. It is a good idea to populate this pull down menu before adding any users that way you will be able to associate users with resource types.
The same is true for projects. If you add the resource types first, then you can mass assign tasks to team members, or swap out resources with just a few mouse clicks.
Down the road, if find that you no longer use a particular skill set, and you wish to stop reporting on it, double click to edit the type and uncheck the ‘active’ box. This deactivates the resource type or role and will remove it from the pull down list. However, it will keep in tact any old data for reporting purposes.
You can also set a default time code for each resource type. Double click on the type to edit and then click in the drop down for the time code. If you plan to enter time in Project Insight and the role calls for a specific time code most of the time, then the team members will not have to select a time code, but the system will simply put this time code as the default in the time entry areas. This eliminates potential errors.
For tracking expenses or non-labor costs on projects, you may also enter a default expense code. For example, if a production role is likely to purchase supplies for a project, then you may select ‘supplies’ in the expense code column.