In this article, we will help you to understand the Master Lists on the My Profile and Team Member Request pages. Skip Ahead to: Overview Navigation Master Lists for Skills field on My Profile Page Master Lists for Skills field on Team Member Request Page Overview The table below displays the application’s pre-defined master lists […]

In this article, we will help you to understand how to view a personas’ demand vs capacity. Skip Ahead to: Overview Example Navigation UI Representation Steps to View Persona’s Demand vs Capacity Overview The Demand vs Capacity page displays demand (open requests) and capacity of personas across all the projects in the organization. This provides […]

In this article, we will help you to understand how to view the utilization of users. Skip Ahead to: Overview Example Navigation UI Representation Steps to View Utilization of Users Team Member Allocation VS  Utilization View Benefits of Utilization View Overview The Utilization View page displays the utilization (in percentage) of the personas across all […]

In this article, we will help you to understand how to allocate team members by the Resource Manager. Skip Ahead to: Overview Navigation Steps to Allocate Team Members Overview Team Member Allocation displays the number of open requests for all the projects across the enterprise. Both the Project Manager and Resource Manager can view the […]

In this article, we will help you to understand how to allocate team members by Project Manager. Skip Ahead to: Overview Navigation Steps to Allocate Team Members Allocate Employee Search and Allocate Direct Allocate Score Calculation Alternate Search External Hiring Overview The Team Member Allocation page displays the number of open requests for a project. […]

In this article, we will help you to understand how to add and manage users at the Admin level. Skip Ahead to: Overview Navigation Steps to Invite Users Steps to Lock a User Steps to Unlock a User Steps to Change Password for the User Generate Token Common Operations to Manage Users Overview Resources added […]

This article will give you a detailed understanding of how to give project access to different personas in the project. Skip Ahead to: Overview Navigation Steps to Set Project Access for Persona Overview Depending on the access rights and persona provided to the user, they will receive alert messages for accessing a project. With the […]

In this article, we will help you to understand how to add and manage the cost definition. Skip Ahead to: Overview Navigation Add and Manage Cost Definition Overview Cost Definition in the application makes it easy for organizations to find the resources of each persona with the required location and skill sets against the cost, […]

In this article, we will help you to understand the marketing templates and menus related to it. Skip Ahead to: Overview Navigation Steps to Create Teams Overview In this article, we will help you to familiarize yourself with the Teams feature. Teams ease the activity of assigning team members to a workflow stage. Teams are […]

In this article, we will familiarize you with the different personas, modify the personas, and replicate the Access Configuration module. Skip Ahead to: Overview Navigation Modifying a Persona Steps to Replicate Access Configuration Video Reference Overview Personas define the privileges of a team member to access certain modules or features within a particular project. Nimble […]