Resource Info Form

This read-only form provides a snapshot of information about a resource. It can be accessed anywhere in the Role Editor by clicking on the Resource icon found in the upper right corner of the Role Editor form beside the Resource name.

Control	Description
Name	The resource's display name, with employee id in parentheses.
Department	The resource's department.
Title	The resource's job title.
Location	The resource's location.
Cost Center	The resource's cost center.
	Send email to the resource.
Billable	Indicates whether or not the resource is set as billable.
Temporary	Indicates whether or not the resource is set to temporary.
Inactive	Indicates whether or not the resource is set as inactive.
Resumes	Press the Resumes button to open the Resumes form and view a list of resumes that have been uploaded for this resource. From this page, you will be able to view the resumes, as well as add, edit or delete them.
Skills	The resource's skills.
User-Defined Field	The user-defined fields in use for this resource, if any. See the section on User-Defined Fields for more information.
Include Open Requests	Check this box if you would like to include requested hours in the values below.
Working Hours	The resource's working schedule minus holidays & time off.
Projects and Booked Hours	The area below will display the projects to which this resource is booked, as well as the engagement type and project code for each project. Move the slider at the bottom of the form to see bookings earlier or later in time. The resource's hours for any given week will be show in either weekly or daily display, depending on the method in which they were booked.
Available Hours	The resource's working hours minus hours booked on projects.

Note that the presence of Allocation Notes on a given day (or week) is indicated by a small red triangle in the upper right corner of the cell that the note(s) pertain to. Hover your mouse over the red triangle to view the note. If the cell represents an entire week, all notes for that week will be displayed. See the section on Adding and Editing Allocation Notes for more information on Allocation Notes.