Resource Rates , Templates and Charts (v8.xx)
Rates
This is where defined default rates and company (customer) rates are also defined. See the specific chapter 9 about rates management.
Resources
The [Resources] tab provides access to the various types of resources that exist in the database.
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Menu | Use |
Resources | Lists all of the existing human resources in the database |
Generic resources | Lists all of the existing generic resources in the database |
Material resources | Lists all of the existing material (non-human) resources in the |
Menu | Use |
database |
Companies | Lists all of the existing companies in the database |
Groups | List of user groups required for managing database security |
Used licenses | List of all used licenses categorized by type |
Templates
This is the place to define office template for resource lists and availability reports. See the chapter "Office templates" for more information.
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Charts
Genius Chart is a powerful built-in engine that allows for the display of data (in views or documents) in an easily readable chart. There are many chart types available offering a wide range of possibilities to better expose existing data.
This is done simply by creating a Chart setup document used to define each chart’s parameters. See the chapter "Genius Chart" for more information.
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