| Excerpt | ||
|---|---|---|
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check resource availability, book resource requests, and assign users to unnamed roles |
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If you view your dashboard by Resource you will need:
- cost center permission Browse Resources View Resources or Request and or Schedule Resources
If you view your dashboard by Project you will need:
- cost center permission View Projects
- cost center permission Request and or Schedule Resources and the project stage allows a scheduler or requester to do what it is they want to do (request or book hours, change hours, create roles, etc)
- to be a Project Manager on the project you wish to view
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| Project Action | Description |
|---|---|
Open Project in Scheduler Mode | Opens up the Project Info Tab in scheduler mode so that you can edit booked hours. You'll only see this option if you have permission to view the project in scheduler mode. See the Permissions and Settings section of this page to learn more about what this means. |
Open Project in PM Mode | Opens up the Project Info Tab in scheduler mode so that you can edit booked hours. You'll only see this option if you have permission to view the project in scheduler mode. See the Permissions and Settings section of this page to learn more about what this means. |
Create New Requested Role | Create a new requested role on this project. You can't request hours at this time, only create the role. |
Create New Booked Role | Create a new booked role on this project. You can't book hours at this time, only create the role. After the role is created you can use the |
E-mail Project Management Team | Starts a new email message in your default mail client. Everyone on the project info tab marked Include on email list. |
Role Name
If you add the Role Name column you'll see the following two options.
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