Assigning project management attributes to users

After the server administrator creates a user, you can assign skills, rates, competency levels, a calendar, and a pool to the user.

Before you begin

The server administrator must create a user and provide the required repository permissions and client access licenses, see Creating a user.

About this task

To manage a user:

Procedure

  1. In the Administration view, click User Management.
  2. From the Active Users list, click the user to manage.
  3. Click the Project Management tab.
  4. To assign a calendar to the resource:
    1. From the Calendar section, click Calendars.
    2. From the list, select a calendar, and click OK. You can add exceptions to the calendar, but the exceptions to this calendar do not affect the base calender.
      To add exception:
      1. Save the resource.
      2. Click the Edit Exceptions icon Edit Exceptions.
      3. At the bottom of the window, click Exception, and select a range of days for exceptions.
      4. Optional: If the exceptions repeat, select the Repeat Exception check box, and select a type of repeat.
      5. Type comments about the exception. Adding a comment is mandatory.
      6. Click OK and click the Cancel icon Cancel.
  5. To add a skill:
    1. From the Skill section, click the Add icon Add skill.
    2. From the Skill list, select a skill. To add multiple skills, click the Add icon Add competency multiple times. You cannot add two skills with the same name.
    3. From the Proficiency Level list, select the proficiency level that is attained for the skill.
    4. Optional: To remove a skill, click the skill, and then click the Delete icon Delete skill.
  6. To add a rate:
    1. From the Rate section, click Rates.
    2. From the list, click a rate, and click OK.
    3. Optional: After you add a rate to the resource, to disassociate rates, select the Rates Unspecified check box.
  7. To add a competency:
    1. From the Competency section, click the Add icon Add competency.
    2. From the Competency list, select a competency. To add multiple competencies, click the Add icon Add competency multiple times. You cannot add two competencies with the same name.
    3. From the Proficiency Level list, select the proficiency level that is attained for the competency.
    4. Optional: To remove a competency, click the competency, and then click the Delete icon Delete competency.
  8. To add a pool:
    1. From the Pool section, click the Add icon Add Pool.
    2. From the Pool list, click the pool to add.
    3. Click OK.
    4. Optional: To remove a pool, click the pool, and then click the Delete icon Delete pool.
  9. Click Save.

Feedback