Then open up the "Project Estimation" section of the page and choose "Resource Management":Īfter saving, the Resource Management tab should be available. Specifically, you will need to make sure that you have enabled both "time billing features" as well as "Project estimation features" in the "General Company Information" section of the page:
In order for the tab to appear, you must have access to the Resource Management features and have enabled Resource Management from the Company → Preferences page. The Resource Management tab will appear to all Administrators, as well as Managers with the appropriate permissions (more info below). In the case of both Projects and People, as long as they are eligible for Resource Management (use the eligibility setting shown above) you can decide to display inactive Projects and People in the grid using "specific people" or "specific projects" filters and selecting show inactive.įor more information about filters in Resource Management, see our Customizing Your Resource Management View section below.
Similarly, already active Projects and People will appear in the grid by default unless their Start/End Dates exclude them from particular months. Newly created Projects and People will have this option enabled by default and appear in the Resource Management grid. This is controlled respectively under Company → Preferences → Projects and Company → Preferences → People. If you have any questions about any section, please reach out to our Support Team and they'll be happy to help.īefore entering Resource Management you have the ability to control which Projects and People appear in the grid. Monthly Hours and Billing Goals by Person.
The following are all important concepts to understand when using Resource Management: But overall, this has been a great system for us.Success with Resource Management will require a little bit of initial set-up, which we'll cover here. The only potential drawback I could see is that their model of paying per employee/month could become quite expensive very quickly in instances where an organization hires many contractors or employs more staff as they grow. We've been pleasantly surprised at the amount of muscle behind such a simple user interface.
We opted for Clicktime because it was particularly easy to use and would appeal to the less technically-inclined among our staff. I was having trouble finding a simple timekeeping system that would fit our small non-profit budget and number of staff and it boiled down to Clicktime and one other system.
#Clicktime 3 number 4 pdf
I can run just about any report I might need and export them in either PDF or Excel (Excel was a must for us). It was easy to set up, which allowed us to start to use it immediately - and it was customizable in the areas that we needed it to be flexible. I set our organization up with Clicktime 3 or 4 years ago and it's worked beautifully for us ever since.
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