Using the Resource Manager
The Resource Manager is available at the company and project level, and allows you to:
- View and configure resource charts
- View resources, roles, and various resource sheets
- Allocate roles to projects
- Have resources enter their own time sheets
At the company level, the Resource Manager has four nodes:
- Resource Dashboard: Allows you to configure displaying Resource Manager information across projects.
- Roles: Displays the company-level roles entered in Administration Mode.
- Resources: Displays the company-level resources that are hard-booked across projects.
- Resource Sheets: Lists the available company-level (cross-project) resource sheets.
At the Project level, the Resource Manager has three nodes:
- Resource Dashboard: Allows you to configure displaying Resource Manager information across projects.
- Resources: Displays resources that are hard-booked for the project.
- Resource Sheets: Lists the available project-level resource sheets.
See Also
Edit your own resource properties
Viewing and Configuring Resource Dashboards
About Resource Business Processes
Understanding Reverse Auto-population
Last Published Saturday, July 12, 2025