"Resource Management" Articles:
« Back to previous screen Once you've created a Project Plan, you can then begin to assign project tasks. Project tasks can be assigned to resources who are either users or contacts...
Read more...
Inspire Planner's Resource Attributes feature allows you to add attributes such as skill, certification, region or expertise, to your project resources so...
Read more...
The Resource Allocation page allows you to view your resources' capacity and availability based on the project tasks assigned to them. This feature allows...
Read more...
Inspire Planner's Resource Attributes feature allows you to add attributes such as skill, certification, region or expertise, to your project resources so...
Read more...
You can set a resource's (user or contact) working hours per day which Inspire Planner then references when plotting hours for the resource on the Resource...
Read more...
The Resource Allocation page allows you to track vacation (PTO) or reserve a resource's time by creating Salesforce tasks with a type of "Vacation"...
Read more...
The Resource Allocation page allows you to create Salesforce Tasks for booking vacation time or reserving time for a future project.
This help article...
Read more...
The Resource Allocation page allows you to see and manage your resource allocation, capacity and availability. However, there may be instances where you would...
Read more...
Inspire Planner allows you to define an Hourly Rate for each Resource (users and contacts). The Hourly Rate can be defined at the Resource or can also be defined...
Read more...
Inspire Planner allows you to specify the Resource's Hourly Rate when the Resource is added as a Project Team member on the Project. This is ideal when you...
Read more...