![]() ![]() If Managers are expected to enter/edit Monthly Hours and Billing Goals for employees ( more info below), they must have "Add and Edit" permissions for the People Lists: In order to run the Resource Utilization Summary ( more info here), they must have the ability to "Run Company Reports" for "All People" and to view "Billing Rates" (if they have access to "Resource Planning Allocations and Budgets", these options will already be enabled and cannot be disabled without removing their Resource Planning access): Please note this means they will be able to see work hours, billing goals, and billing amounts on the Resource Planning spreadsheet. If they are expected to enter allocations or budgets they must also have "Add and Edit" permissions. In order to see the Resource Planning grid, they must be able to "View" allocations and budgets. Managers can be set up to use different parts of Resource Planning on an as-needed basis, which can be set up on the Security and Permissions section of their Person Details page. Standard Users will only be able to access their Personal Dashboard from their time entry pages ( more details here). All local ClickTime Administrators will be able to access all aspects of Resource Planning. Resource Planning has several different related components. You will have to determine Billable Status by the Project in the Billing Rates section of the Company -> Preferences page.ĭemo customers can activate Resource Planning from the "Do You Budget" tab and then select "Monthly Budget": Resource Planning can be used with all 7 of the Billing Rate Structures (more details here). Then open up the " Project Estimation" section of the page and choose "Resource Planning":Īfter saving, the Resource Planning tab should be available. Specifically, you will need to make sure that you have enabled both "time billing features" as well as " Project estimation features" in the "General Company Information" section of the page: In order for the tab to appear, you must have access to the Resource Planning features and have enabled Resource Planning from the Company -> Preferences page. The Resource Planning tab will appear to all Administrators, as well as Managers with the appropriate permissions (more info below). Clicktime 3 number 4 professional#They can also connect you with our Professional Services Team to schedule additional training. If you have any questions about any section, please reach out to our Support Team and they'll be happy to help. The following are all important concepts to understand when using Resource Planning: Success with Resource Planning will require a little bit of initial set-up, which we'll cover here. It may be difficult to see everything you need with a smaller screen or low resolution. Please be aware that Resource Planning was designed to be used with a medium to large screen using a high resolution. ![]() ![]()
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