Modify Project Resource Details

Add important resource information to the resources in your project resource list, including contact details, work availability and price rates, codes, location, and associated roles.

When a user of the application is also a resource in the application, you can associate the user's account with the resource. This is required for users updating their timesheets to record progress on activities to which they have been assigned as a resource. Timesheet users must also be assigned a timesheet approver.

The topics below are optional depending on your organization's preferences and the type of resource being modified.

To modify project resource details:

Add Contact Information for a Project Resource
Associate a User with a Project Resource
Assign a Timesheet Approver to a Project Resource
Assign a Unit of Measure to a Project Material Resource
Assign a Calendar to a Project Resource
Assign Work Availability and Rates to a Project Resource
Assign a Code to a Project Resource
Assign a Location to a Project Resource
Associate a Project Resource with a Role

Next: Add Contact Information for a Project Resource