Resource Info – Project Insight Help Center

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

The work schedule default the user will inherit from the system Default Work Schedule unless you select from any of your Multiple System-Wide Work Schedules.

Resource Type Information

Resource Types

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:

Reporting
Suggesting a resource
Mass assigning tasks by resource type

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.

Project Sponsor

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.

Other Notes

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.

Adding Resources – Resource Info