Edit Team Member Information
You can use the Edit Team Member Info screen to change the resource currently assigned to a role and to override the current labor rate.
Notes:
- You must have the Modify Team Member Rate and Override Team Member Rate permissions to modify the current labor rates.
- If the finance lock is set to Strict, you cannot change or override labor rates for closed (locked) financial periods.
To edit a team member's information:
- Navigate to the Project Resources page (Project #)> Go To> Resources > Listing or click the Resources link on the Left Navigation Bar within a particular project.
- Locate the resource you want to edit and select Actions> Edit. The Edit Team Member Info screen is displayed.
- Select a resource from the Possible Choices pull-down menu.
- Select Override Labor Rate only if you want to overwrite the current labor rate for this resource.
- Click the Calendar icon to change the effective start date. Edit the standard, overtime, or setup labor rates.
Or
- Click the [Add Row] link to add a new row. Click the Calendar icon to select the effective start date. Enter the standard, overtime, and setup labor rates.
- Click the Update.
Working with Project Resources
Assigning Resources to a Project
Re-assigning a Team Member to a Role
Reassigning an Activity
Reassigning a Team Member
View Rate Change History
Using the EnterpriseTrack Email client
Using an External Email Client
Managing Your Team Picture
Deleting a Team Picture
Working with Resource Assignments
Create Request for Resource Allocation
Edit a Resource Allocation Request
Withdraw a Request for Resource Allocation
Reopen Resource Allocation Request
Release Project Resource Allocation
View a Team Member's Calendar