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Excerpt
hiddentrue


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Tip
titleAdditional Resources

Watch Resource Management Deep-dive webinar [go to 40:07] for a video demonstration of this functionality.


Info

View the schedule for a resource.

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  • Engagement and Project Managers with the stage permission Project Managers can Schedule Resources and the project is in an appropriate stage
  • Anyone with the cost center permission Request or Schedule Resources stage permission Users with Permissions can Schedule Resources and the project is in an appropriate stage

Notes can be shown on a resource's home page if the system setting Show allocation notes on Employee Schedule is enabled. 


Request vs Schedule

In the blue control bar, you'll find a dropdown box where you can switch between Request and Schedule modes. 

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