The Resource Manager uses Resource Booking business processes and Timesheet business processes.
Before you begin: Resource Manager attribute form is designed in uDesigner and deployed to Unifier.
Step 1: Design Resource Manager attribute form in uDesigner and deploy to Unifier. This is similar to any other design deployment in uDesigner. See Importing Configuration Packages.
Step 2: Configure the Resource Manager at the company level.
Step 3: Create or import roles and resources at the company level.
Step 4: Set up the Resource Manager at the project level.
Step 5: Set permissions at company and project levels.
Step 6: (Optional) Define the project-level role based on allocation and Resource Sheet default values in the Resource Manager (Shell Templates > General Configuration).
Step 7: Activate the Resource Manager to create the Resource Sheets at company and project levels (User Mode*):
- Allocations Summary
- Resource Allocation
- Booking Summary
- Actuals Summary
- Utilization Summary
- Bookings vs. Actuals
- Availability
Step 8: Set up the Resource Dashboard (User Mode*).