エンタープライズ向けに構築

Track project profitability

You can track your project’s profitability by monitoring the budget bar on the left side of the screen.

Create a new project

You can create new projects individually on the project page or in bulk using the project importer.

Create and manage budgets

Resource Management helps you budget and track projects by time, currency, or expenses.

Create custom work status labels

Custom work status labels are updated by team members to help communicate their progress.

View allocation heatmap

At the top of the screen, select Schedule. To expand the left menu, select Everyone.Select People and then select Allocation Heatmap.

Import or update multiple projects at once

Resource Management provides spreadsheet templates so you can add or update multiple projects at once.

Pivot table report settings

You can export data from Resource Management and use it to create pivot table reports.

Create a saved view of the project portfolio

You can filter your portfolio and save the view so you're only looking at the projects you want to see.

Project types

All projects must have a defined Project Type (Confirmed, Tentative, or Internal) in Resource Management.

Set up approvals

Activate the approvals workflowResourcing Admins can set up approvals for time and expense entries for their ... Set who approves time and/or expenses in the person's profile settings.

Filter reports by approval status or approver

Approval filters in reportsUse approval-based filters to view time entries based on their associated approver ... For example, use a time and fees report grouped by team member and filtered by ...

Set up project templates

You can create a template project with bill rates, phases, assignments, and all other typical project elements.

Export data from reports

Report data can be exported in two ways, via the Export menu or via Request Underlying ... Select a format for your file. ... Request Underlying Data is not available for utilization reports.

Setting up your Resource Management Account

Cover the most important steps to get your Resource Management account up and running.