Assignment by Resource Type
Assign Resource Types to tasks to facilitate quick resource assignment by skill set.
For example, you may plan a project without knowing which resources will be applied to the project once it is approved.
By assigning resource types to each task, you can assign by the resource type.
Resource Type for Reporting
Reports can total resources and budgets across multiple projects to determine total resource requirements for a programmer over a select period of time.
Create Resource Types
In Administration > Users > Resource Types, enter the skill sets of your users and the tasks you need completed:
- Name is the only required field
- Ignore Custom Code unless you have an integration with another software
- Default Time Code so all users assigned this Resource Type will default to this code for their time entries
- This overrides the user default
- Set the Default Expense Code so all users assigned this Resource Type will default to this code for their expense entries
- This overrides the user default
- If you want these codes to display in a specific order, use numbers in this column
- Nothing in this column defaults to alphanumeric ordering
- Otherwise, Save or press enter
More on Resource Type Explanation
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