Project configuration steps - Resources
Da itm wiki.
Versione del 16 feb 2016 alle 21:35 di Maxime.sottini (discussione | contributi)
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 field allows to define the privileges assigned to the resource in order to view or edit the project data. The available templates can be managed in Resource Grants Templates tab in Module Options tab of the company (General/Company/Company Info). |
Sale Role | |
Purchase Contract(s) |