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Billable resource

Check this box if the resource normally performs billable project work, as opposed to a resource whose work hours are not directly billed to a client. This is used for reporting purposes only. It doesn't affect whether or not a resource can report billable time.

Temporary resource

This is a legacy field from before Resource Types existed. It was previously used to categorize a resource as non-permanent - such as a freelancer, temp, or contractor. Now we recommend using this very dialog, resource types, to categorize. The temporary flag is used for reporting purposes only.

Track missing time for this resource

Tick this box if you wish Projector to track missing time for this particular resource. When missing time is tracked we look at the resource's work schedule to see how many hours they are supposed to submit either per-day or per-week. Reminder emails can then be optionally sent.

This checkbox does not apply to resources that are categorized as Hourly, as by definition, an hourly resource only works as many hours as they need to.

Send this resource e-mails for missing, draft, or rejected time

Tick this box if you wish Projector to send missing time e-mail reminders. E-mails are sent for the previous eight weeks. After eight weeks we assume time will never be entered and the emails stop. To configure when emails are sent, please see the system settings for time.

Resource may approve their own time

This resource will be able to approve their own time. See the Configure Time Approval how-to for more information on when this setting is necessary.

Automatically block off holidays in the future (not typically set for freelancers)

Automatically add holidays to actuals in the past (typically set to the same as above)

These settings control whether a holiday is considered a paid holiday. They only impact reports. Other places that show holidays like the Resourcing Dashboard, Topics | Resources, and Time Entry will not see any differences. For our UK clients please note that Holidays is in reference to things like bank holidays rather than time off like vacation or sick days.

These settings are only useful if BOTH the following are true:

  • your RDC Basis Hours is set to Normal Working Hours. This is because these settings affect RDC calculations on holidays and if you subtract away holidays then they do nothing
  • your resource's pay category is Hourly. This is because salaried resources always incur a cost on normal working days whereas hourly resources are assumed to be zero unless scheduled

For example, Sally is paid Hourly. When there is a company holiday next week, do I expect her to cost nothing or something? The flags are split into future/past in order to model the following two scenarios:

  • Automatically block off holidays in the future - UNtick this when an hourly resource is expected to be paid for future holidays
  • Automatically add holidays to actuals in the past - UNtick this when an hourly resource is expected to be paid for past holidays

The two flags prevent a situation where RDC for resources is overestimated. For example, they cost you $100 on a bank holiday when they'll actually cost you nothing. The reason they are split in two is because XXX.

If they do work on the holiday though, what happens?

Note- Please note that these settings do not impact resource scheduling on the holiday. A resource who belongs to a location where a holiday is scheduled will show as unavailable on that day, regardless of the setting here. In order for the resource to show as available to work on that day, he/she needs to belong to a location where the holiday is not scheduled as such.

This setting is only useful when your RDC Basis Hours is set to Normal Working Hours. This is because it affects RDC calculations on holidays. If you subtract away holidays with one of the other two basis hour options, then this flag does nothing.

Override standard RDC rate

By default, a resource's RDC is determined by their department and title. Some resource types may always have a specific hourly rate though. For example, contractors. When this checkbox is ticked, whoever creates or edits the resource is expected to enter an hourly rate at that time.

Pay Category

Select how this resource type is paid – Salaried, Salaried with Overtime, or Hourly. This field is for reporting purposes only. Choosing "salaried with overtime" does not automatically cause the resource to bill overtime OR for the calculations about their RDC  to change.

Pay via subcontractor invoiceTick if this resource is a subcontractor who enters their time in Projector. You then reimburse the subcontactor or the subcontractor's company via subcontractor invoices.
Pay expense reports directly to vendorWhen ticked, a resource can only enter expenses that were paid by a vendor. Typically a company issued credit card. When enabled, a resource cannot enter expenses that they have paid out of their own pocket, but must ask an expenses manager to do it for them.