Difference between revisions of "Enabling a User as a Resource"

Revision as of 11:56, 29 February 2008

In this exercise you will add new users to the system and set their resource profile.

First you will add a new company/branch.

2. Click the New Branch tab.

The Duplicate Checking page is displayed.

3. Type IT Group.

4. Click the Submit button.

The new branch is created.

5. Click the Save button.

The branch is saved.

6. Click the New User menu.

The Duplicate Checking page is displayed.

7. Enter the following user details.

8. Click the Submit button.

The User is created.

9. Click the Setting Resource menu.

The Resource Settings screen is displayed.

This screen consists of the following options.

Is Resource – indicates that this person works as a company resource in the project. If this option is not enabled the user will not appear on resource lists.
Type – choose from Labor, Facilities, Equipment and Materials. You can filter resource lists to display specific types of resources.
Cost Currency Type – the currency to be used for calculating the costs of the resource.
Cost Unit – choose from per user, per hour, or per day.
Bill Rate – the recommended bill rate for the resource.
Cost Fields – base cost and additional costs 1 to 3.
Total Cost and Margin (based on bill rate) are automatically calculated.

In addition, this screen displays the Indirect Costs and Pay Rates associated with the resource.

These indirect costs and pay rates are derived from the branch and the role.

10. Set the options as shown below:

@@ Line 48: / Line 48: @@
 * '''Cost Unit''' – choose from per user, per hour, or per day.
 * '''Bill Rate''' – the recommended bill rate for the resource.
-* '''Cost Fields''' – Base cost and additional costs 1 to 3.
+* '''Cost Fields''' – base cost and additional costs 1 to 3.
 * '''Total Cost and Margin''' (based on bill rate) are automatically calculated.