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Resource Manager

The Resource Manager is designed to track the progress of people working on project tasks. It allows the assignment of tasks by client, project, milestone and employee. The Resource Manager will keep you in the know on who has been assigned which task, how many hours have been budgeted for the task, the progress of each task, the estimated completion date for the task and much more. The Resource Manager will also show you how many tasks an employee has been assigned as well as the employees' workload for the next five weeks. You can view workloads by client, project, milestone and employee, and easily e-mail status reports to the project stakeholders.

Capabilities Overview

The Resource Manager has three views: the manager view, the people view and the project view. While in these view you can:
  • View up to five levels of detail ─ filtered by client, project and employee as required.
  • View the total hours assigned to each client, project, milestone and employee.
  • Review the date assigned, date due, hours budgeted, hours complete, percent complete and the date the task was last updated.
  • Filter your views based on one-time and ongoing tasks.
  • View a graph or grid of an employee’s scheduled vs actual workloads.
  • Edit milestones or create new ones.
  • Move milestones between clients and projects.
  • Add a new task, clone an existing task, change a task status or delete a task.
  • Review, add, edit or delete task notes.
  • Set tasks as enabled (available for execution), on hold, as cancelled or as complete.
  • E-mail task views to project stakeholders.
The Resource Manager also supports:
  • Sending on-demand prebuilt notifications to the project management team.
  • Printing various resource management reports.
  • Exporting reports to your default web browser, Microsoft Word or Microsoft Excel.
  • Restricting access to the Resource Manager based on user account.

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Additional Information
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© Integrated Business Applications
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End User
License Agreement (EULA)
Website
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© Integrated Business Applications
All Rights Reserved




End User
License Agreement (EULA)




Website
Terms of Use