The Resource Info tab updates the following user details:
- Burden and Bill Rates (if Budget Add-On enabled)
- Allocation Percentages (if Resource Allocation & Resource Management Add-On enabled)
- Resource Type information
- Time and Expense Entry Information (if Time Tracking Add-On enabled)
With all add-ons the page looks like this:
Resource Burden and Bill Rate and Allocation Information
Burden and Bill Rates
See Using Burden and Billable Rates article for more information.
Percent Allocation, Utilization Percent, Capacity Percent, and Capacity Percent Max
See Individual User Percentage Limits for Allocation article for more information.
Work Schedule Inherits From
Resource Type Information
Uses the Resource Types list defined in the Administration, this field is all the possible roles this resource performs (often thought of as skill sets).
Use this field for:
Resource Type Default
"Although this user may do ALL the types of work above, their primary Resource Type is..."
This is for reporting purposes where you may need a one-to-one relationship between user and resource type.
Does your organization assign a Project Sponsor for your projects? Do any stakeholders or internal leadership have a special interest in certain projects?
This checkbox allows the user to appear in the Sponsor field on a project's Add/Edit form. The field is usually used for reports.
Used as a free-form text data field for any additional notes to maintain with the resource's data record.
These notes are visible to all users in the Directory.