Overview of Managing Resources in Financial and Planning Projects

Manage all your labor resources for planning, controlling access to a project, and project plan assignment using the Manage Project Resources page.

This allows for better collaboration between the project manager and project administrator and makes the information available to them to execute project work including tracking time, and viewing the resource assignment status.

Here's the list of actions each role can perform on a project.

Role

Available Actions

Project Manager

  • View the Manage Project Resources page

  • Build a resource plan and track resource dates

  • Create resource estimation including percentage allocation, hours, bill and cost rates, and amounts

  • Create project resource requests and track their assignments

  • Add resources to a project

  • Enable time tracking for resources

  • Control the project access for team members

Project Administrator

  • View the Manage Project Resources page

  • Build a resource plan and track resource dates

  • Create resource estimation including percentage allocation, hours, bill and cost rates, and amounts

  • Enable time tracking for resources

  • Control the project access for team members

Project Application Administrator

  • View, add, update, and delete resources in the Manage Project Resources page from the Project Template page