When you edit an existing resource type or add a new one, you presented with the following form. It is comprised of four sections. A general area at the top and three subtabs. Each section is described below.
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.
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)
this section in progress. May not be accurate.
In most cases, these should be Ticked. 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 when 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.
These settings control whether a holiday is considered a paid holiday for this resource. They only impact reports. Other places that show holidays like the resourcing dashboard, topics | resources. and time entry will not see any differences.
Typically used to control for the pay category of Hourly rather than Salaried. This is because salaried resources generally get paid holidays as part of their compensation.
The specific purpose of these settings is to control whether holiday hours are counted in reports. For example, if you were to run a utilization report for New Year's week, is the number of hours for this resource 32 or 40 hours? The number of hours impact
For example, does Sally cost $100 for New Year's Day or does she cost $0? The flags are split into future/past in order to model the following two scenarios:
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?
|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.|
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.|