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. Resources . Help . Help
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Index.Search
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About the Resources module
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The Resources module is basically a searchable database of your resources' skill sets, educational experience, industry experience, job roles, and locations. You can create a resource profile for each of your users (so they become "resources"). You can also create generic resources. A resource profile is essentially a resume of a resource's experience and abilities. Because you create your own lists of skills, industries, job roles, locations, and education descriptions, these items can be interpreted and used in ways that are most meaningful for your company.
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Please note: Because Resources in primarily an administrative tool, users must be given specific module access in order to view the Resources module link and its components.
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Account tab
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Users with access to the Account tab can add and track clients, projects and module-specific entities. All modules include the Account tab, and all entities within the Account tab are potentially accessible in all modules. Please note, however, that users with account tab access may not have permission to view and/or modify certain account entities.
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Resources tab
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The Resources tab lists resources and their associated profiles, which enables you to match tasks to resources based on their skills, experience, and availability.
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Bookings tab
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The Bookings tab is where you book specific resources to projects. After a resource has been booked to a project, that resource can be assigned to particular tasks within that project.
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Quick Search tab
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The Quick Search feature allows you to enter a single search parameter to quickly find resources with specific skillsets or other characteristics.
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Custom Search tab
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Custom Search allows you to enter specific criteria for finding resources who are best suited for particular task assignments, and/or who have unbooked time for a particular work period.
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Reports tab
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Reports in the Resources module allow you to see summaries of how your resources' time is being utilized.
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