Assigning resources to projects
Assigning resources to projects can be done in two different ways:
.1Through the person's dashboard by clicking "+ Add project role" which is located under the person's listed projects
.2Through the project's dashboard by clicking "+ Add project role" which is located under the listed project roles
In both of these scenarios, you are forwarded to a new page in which you can add information about the project role you are about to add:
Some of the fields are automatically populated based on how you got into this view. Mandatory fields are marked with an asterisk*.
Basic metadata:
PROJECT
Name of the project; automatically populated when coming from project's dashboard
ROLE
Role to add for the person/project; automatically populated based on person's default role
USER
User to add for the project; automatically populated when coming from person's dashboard
TASK
Task for the project role
ORGANIZATION
Organization for the project role
ACTIVE (slider)
Activity status of the role
EXTERNAL (slider)
External status of the role
NOTE
A written note regarding the role
HOURLY RATE
Price for the actual hours of the role; used in pricing calculations
HOURLY RATE MULTIPLIER
Multiplier for the price for the actual hours of the role; used in pricing calculations
HOURLY BUDGET
Hours budgeted for the role; used in budget calculations
Competency metadata, can be used to filter with:
MUST HAVE ALL
OF THESE
Add competencies that the role is required to have
MUST HAVE AT LEAST ONE
OF THESE
Add competencies that the role is required to have; at least one of the listed competencies is needed