Differenze tra le versioni di "Project configuration steps - Resources"
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Resources are a key element for the management of any project. Before starting to describe the use and configuration of them it is worth to spend a few words on the difference between a ''[[glossary|resource]]'' and a ''[[glossary|user]]'' in itmSUITE®. In this context, a ''[[glossary|resource]]'' is a person involved in the activities of the ''[[glossary|project]]'' while a ''[[glossary|user]]'' is person enabled to access itmSUITE®. The project management module manages ''[[glossary|resources]]'', not ''[[glossary|users]]'', but in some cases ''[[glossary|resources]]'' may be also ''[[glossary|users]]''. | Resources are a key element for the management of any project. Before starting to describe the use and configuration of them it is worth to spend a few words on the difference between a ''[[glossary|resource]]'' and a ''[[glossary|user]]'' in itmSUITE®. In this context, a ''[[glossary|resource]]'' is a person involved in the activities of the ''[[glossary|project]]'' while a ''[[glossary|user]]'' is person enabled to access itmSUITE®. The project management module manages ''[[glossary|resources]]'', not ''[[glossary|users]]'', but in some cases ''[[glossary|resources]]'' may be also ''[[glossary|users]]''. | ||
| − | This said, the ''[[glossary|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary|resources]]'' to a ''[[glossary|project]]''. The '''ADD NEW''' command allows to add them. Once added, the list of assigned ''[[ | + | This said, the ''[[glossary|project]] <u>Resources</u> ''tab allows to assign the ''[[glossary|resources]]'' to a ''[[glossary|project]]''. The '''ADD NEW''' command allows to add them. Once added, the list of assigned ''[[glossary|resources]]'' is editable in ''[[glossary|grid mode]]''. The following key information about ''[[glossary|resources]]'' can be edited in grid. |
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| − | |<u>On Budget</u> || | + | |<u>On Budget</u> || This flag defines if (when set), or if not, data about the ''[[glossary|resource]]'' shall be managed in the ''<u>Estimation</u>'' tab of the ''[[glossary|project]]'' (e.g. data about working budgeted days). |
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| − | |<u>Permission Template</u> || | + | |<u>Permission Template</u> || This allows to define the privileges assigned to the ''[[glossary|resource]]'' in order to view or edit the ''[[glossary|project]]'' data. |
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Versione delle 19:10, 16 feb 2016
Resources are a key element for the management of any project. Before starting to describe the use and configuration of them it is worth to spend a few words on the difference between a resource and a user in itmSUITE®. In this context, a resource is a person involved in the activities of the project while a user is person enabled to access itmSUITE®. The project management module manages resources, not users, but in some cases resources may be also users.
This said, the project Resources tab allows to assign the resources to a project. The ADD NEW command allows to add them. Once added, the list of assigned resources is editable in grid mode. The following key information about resources can be edited in grid.
| Field | Description |
|---|---|
| On Budget | This flag defines if (when set), or if not, data about the resource shall be managed in the Estimation tab of the project (e.g. data about working budgeted days). |
| Permission Template | This allows to define the privileges assigned to the resource in order to view or edit the project data. |
| Sale Role | |
| Purchase Contract(s) |
