The upper section contains some general settings that describe the resource type.
Resource Type Name
This is the 'nice name' that you will see when running reports and choosing from dropdown lists within Projector.
Resource Type Code
Short codes are useful for organizations that create customized interfaces for Projector. Generally, you will try to always keep the short code the same so that web services and customized reports don't break even if someone changes the 'nice name'
|Description||Enter a useful description to help people decide where to categorize resources|
Inactivate a resource type when you no longer need to use it. Any resource that currently has this resource type, or has had it in the past, will be unaffected by the change. But you will be unable to assign the inactive resource type to all new resources or when editing an existing resource.
Resource Defaults Tab
The Resource Defaults tab deals with applying common settings to anyone who becomes part of the group. For example, all your hourly contractors need the Billable flag set. These settings are a recommendation, not a requirement, and can be ignored or overridden as needed. In general, you should be trying to accurately model your organization so that most of the default settings make sense for the group. Changes made on this tab do not have any affect to existing resources, only for new resources or resources that are switched to be this type.
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.
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.
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.|
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 invoice||Tick 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 vendor||When 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.|
RDC by Rate Type Tab
This tab shows a grid with one row for each Standard Rate Type in your installation. You can vary a resource type's RDC (resource direct cost) calculation based on the type of work they are doing. The most common example is overtime. When a resource works overtime, are they reimbursed at their normal rate, their overtime rate, or not at all? The following is an example for a fictitious hourly employee. Your business needs and settings may vary from these choices.
This table is for a 40 hour work week. You have one holiday and take one vacation day. The rest of your time is normal project work.
|Method||UBH||Hours Worked||Total Utilization|
|Normal Working Hours||40||24||60%|
|Normal Working Hours - Holidays||32||24||75%|
|Normal Working Hours - Holidays - Timeoff||24||24||100%|
For a detailed explanation of Capacity utilization and UBH calculations, please see our Utilization Report documentation.
Set your minimum and maximum targets for each column. By setting a range you let your resources know their goal. Billable consultants may always have a goal of 100% billable time, but project managers may have a cap of 50% billable time, with their remaining hours targeted towards administrative tasks. How you map these fields is highly dependent on your organizational structure. The bullet list below explains each category of utilization.
|Show On Dashboard||Tick the checkbox for each type of utilization you want displayed on your resource's dashboard.|
|Show on Resource Scheduling Screens||When ticked, you can optionally show resource scheduling data on the Resource Browser and Resourcing Dashboard.|
|Flags||You can optionally present colored dots that represent current performance. If you don't want to display a colored dot, then choose Clear from the color dropdown list.|
Utilization target data is available in the Ginsu, Utilization, and Variance reports. You can bring in their min/max targets, min/max hours, and an indicator symbol of whether they fell above, below, or within their target range.
This is perhaps one of the most useful areas for resource targets. Your individual resources can review their personal performance and work to keep themselves reporting the appropriate amount of billable, productive, and chargeable work. Values are shown on their dashboards.