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Roles
Administrators
Portfolio-Program Managers
Project Managers
Resource Managers
Strategy Managers
Team Members
Downloadables
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Administrators
Portfolio-Program Managers
Project Managers
Resource Managers
Strategy Managers
Team Members
Getting to know your role as
Resource Managers
Introduction to the Resource Manager role
(04:05)
Introduction to the Timesheet Manager role
(05:19)
Resources Overview
(06:51)
Resource Reporting
(9:00)
Timesheet Reporting
(05:56)
Creating and maintaining resources
Overview: Creating and maintaining enterprise resources
(02:12)
Create and maintain resources
(12:28)
Associate External Resource to Named Resources
(02:26)
Bulk edit resources
(02:03)
Create and maintain resource rates
(03:48)
Downloadable Job Aid (5-min read)
Creating and maintaining calendars
Overview: Creating and maintaining calendars
(01:23)
Create and maintain enterprise calendars
(05:02)
Create and maintain resource calendars
(3:07)
Downloadable Job Aid (5-min read)
Managing resource capacity and demand
Overview: Managing resource capacity and demand
(01:45)
Review and approve resource requests
(15:01)
Identify and resolve resource overallocations
(09:13)
Work with timesheet periods
(05:20)
Set-up timesheets
(05:50)
Define non-project time
(03:31)
Review and approve timesheets
(03:37)
Act as a timesheet delegate
(02:43)
Downloadable Job Aid (10-min read)
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