Help Project Managers

Resources

• Choosing how cost rates display
• All about resourcing
• Setting up resource profiles
• Setting up resourcing notifications
• Assigning resources to a task
• Requesting project resources
• Setting up and assigning project roles

Managing your Resources

• Data import fields and formats
• All about resource pools
• New feature: Cost optimized resource allocation
• How do I prevent All Users from being automatically assigned to new projects?
• Handling availability limitations when allocating resources to a project
• Where do I define a user’s primary and secondary roles?
• Using Polaris reports
• Tracking billable hours against targets
• Setting up skills to assign to resources