To optimally configure project resource schedules on the platform, here is a list of actions to take:
Data
Import/create your projects on the platform
Import hours entered before the platform if necessary
Employees
Invite your employees to the platform
Determine their team and project permissions
Set up salary contracts and time entry
Assign them to the projects they are working on
Set up their role and billable rate, by default and according to the projects
Modules
“Time in days” - Display time in days, not hours.
“Resource planning in %” - Display and enter periods as percentages in the resource planning by default.
“Synchronize or not the progress of resource planning with time spent” - Calculate the progress of periods based on the time entered.
Documents to collect:
Employment and salary contracts
Once you have configured all of this, you are ready to generate resource schedules on the platform ! 🎉