Modify Workspace Resource Details
Add important resource information to the resources in your workspace resource list, including contact details, work availability and price rates, codes, location, and associated roles.
When a user of the application is also a resource in the application, you can associate the user's account with the resource. This is required for users updating their timesheets to record progress on activities to which they have been assigned as a resource. Timesheet users must also be assigned a timesheet approver.
The topics below are optional depending on your organization's preferences and the type of resource being modified.
To modify workspace resource details:
- Add Contact Information for a Workspace Resource
- Associate a User with a Workspace Resource
- Assign a Timesheet Approver to a Workspace Resource
- Assign a Unit of Measure to a Workspace Material Resource
- Assign a Calendar to a Workspace Resource
- Assign Work Availability and Rates to a Workspace Resource
- Assign a Code to a Workspace Resource
- Assign a Location to a Workspace Resource
- Associate a Workspace Resource with a Role
Last Published Tuesday, November 19, 2024