1. Billing Rates Section
    1. Edit the billing rates drop down (click pencil to edit)
    2. Pick the required role and add hourly rate
  2. Go to task tab
    1. +Task
    2. Add task details
      1. Name, rate hrs
      2. Role & task owner remain blank

Request resource

Steps 3 – 7 add the person to the schedule only

 

3. Resourcing Tab

4. Click on + resource request

  1. Add hrs and loading
  2. Allocate resource

5. Type name into Search bar at top

5. Select resource

  1. Select – Extend the allocation
  2. Create allocation
  3. Then need to select either allocate what fits or Extend the allocation
    1. If Extend the allocation is selected and the date is pushed out the project date (in basic info) and the date in the financials sections will need to be amended to match

7. Complete allocation

 

Steps 8 - 10 Allocate the project and task to the persons timesheet

8. Go back to the projects Resourcing tab

9. Go to Timesheet access tab

10. Click on “No task access”

  1. Select correct task
  2. Set timesheet access