Users and Resources
Users
Invite new Users, add skill, delete or suspend existing users
Access the People module
Invite a single User
Invite multiple Users
Activate your account from an invitation
Personalize My Details
Manage your password
Delete or suspend a user
What are the User states?
Add Skills
User Placeholders
Model work assignment needs before assigning real resources
Access the User Placeholder module
Activate User placeholder(s)
Add a single User Placeholder
Add multiple User Placeholders
Delete user placeholder(s)
What are User placeholder states?
Job title
Classify specific jobs performed in the company
Add a Job Title and assign members
Delete Job Title(s)
Assets
Access the Asset module
Activate asset(s)
Add a single Asset
Add multiple Assets
Delete asset(s)
What are Asset states?
Asset Placeholders
Access the Asset Placeholder module
Activate asset placeholder(s)
Add a single Asset Placeholder
Add multiple Asset Placeholders
Delete asset placeholder(s)
What are Asset placeholder states?
Asset Type
Managing Asset Types
Groups
Learn about User Groups
Associate resources with Groups using a Rates Group
Create User Groups and add Members
Apply User Group Setting on Members
Delete Group(s)
Use Group Job Titles as Rate Holders for User and User placeholders
Use Resourcing Groups in Capacity planning
Non Labor Resources
Manage independently external costs and Labor on Work Items
Access the Non-Labor Resources module
Add and categorize Non-Labor Resources