Address Book Tab (On-premise Only) (v10.xx) [TR]

Address Book Tab (On-premise Only) (v10.xx) [TR]

Fields

Use

Direction

Specifies the direction of synchronization with the address books. Can be either Address Book towards 'Resources' database, or the opposite. Default and recommended value is the first one.

Address Book

For groups: Determines with which address book to synchronize the groups. Mandatory.

For resources: Determines with which address book to synchronize the resources. Mandatory.

Fetch all the resources

If set to 'Yes', automatically retrieves all resources from the Address Book during the next synchronization.

Visible only if the option 'Direction' is set to 'Address Book -> Resources database'.


Profiles and Group Tab (Only for on-premise version)

 

Fields

Use

Management of the user profiles and associated groups

If set to ‘Yes’, it is possible to manage the access rights from the 'Resources' database without going through the address book.

In this case, the direction of synchronization must be 'Address Book <- Resources database'.


Soft Booking Tab

Fields

Use

Metric symbol

Define in which unit soft booking will be captured: Percentage, Days, or Hours. 


Unavailability Management

This document allows you to define the working days of a normal week and additional settings for availability calculation.

  • Navigate to the Setup tab
  • Select General from the contextual navigation menu
  • Edit the Unavailability management document.

 

Fields

Use

Unavailability types

The list of non-project-related engagements that will render a resource unavailable to work on projects (e.g., medical appointment, vacation, training). Keywords selection field.