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