As a RM, I can manage TMs basic data

Resource Managers (RM) can update team members’ basic data if they belong to one of their resource pools. There are two fields in RM’s view that are not in the TM’s view:

• Hourly Cost Rate: Internal fix cost per hour for this TM. This cost does not depend on the project which TM is assigned to. This cost is normally fix during the year, although it can be changed if TM is promoted, for instance
• Notes: Resource Managers (RM) can write annotations on TMs. This field is not shown to the TM. Since this field is unique for each TM, if a TM is moved from one resource pool to another, the new RM can still read these notes by the old one, change and update what is needed.

PMOs can do the same operations as RMs at tab RESOURCES:

Frequently Asked Questions

What can a Resource Manager (RM) update in a Team Member’s (TM) data?

RMs can update all visible fields for TMs belonging to their resource pool. Additionally, RMs can manage hourly cost rates and write internal notes on each TM.

What is the “Hourly Cost Rate”?

It is the internal fixed cost per hour for a TM, not dependent on any project. It typically remains fixed for a year unless there’s a role change or promotion.

What are “Notes” in RM view?

These are private annotations added by the RM about each TM. TMs cannot see these notes. Notes persist even when a TM is moved to a different resource pool.