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Resources
Create human resources, enter their details and define their general roles and permissions within the system. From navigation menu go to: Settings > Human resources Click on New human resource Enter resource details in the available fields: Email, ...
Generic Resources
Create and define new generic resources in your organisation. From navigation menu go to: Resource > Generic resources Click on New generic resource + to create a new generic resource Enter a Name, select a Resource Type and assign Cost/Billable ...
Human Resources
Create human resources, enter their details and define their general roles and permissions within the system. From navigation menu go to: Resource > Human resources Click on New human resource Enter resource details in the available fields: Email, ...
Resources and Roles
View and/or edit a project’s entire team and their respective roles within the project. From navigation menu go to: Project > All projects Click on the desired project name to open it Go to left-menu Resources in order to: View all project team ...
Assignments
Assign human and material resources to tasks. From navigation menu go to: Task > My tasks Click on a task you wish to assign Click on the Add assignee icon at the bottom right of the task card In the popup that appears, click on the icon by the name ...