As a TM, I can manage my basic data

Personal data can be updated using the upper right menu > Edit Profile:

As a Team Member (TM), any user can also update some data at tab MY PROFILE:

  • Contractor: If [Contractor] toggle is on, then TM works for a contractor company that can be selected from the contractor list. Contractor names for a resource pool are set up by the Resource Manager (RM) at POOL DATA.

  • Resource Pool: Resource Managers (RM) can move TMs from one pool to another. RMs can view only their own pools. PMO can see all pools. If a TM has this field empty, then he or she cannot be assigned to a project, since PMs can only find TMs by resource pool.

  • Start/End Time: Default start and end time for working days. Unmark checkbox [Initialize Timesheets with Calendars] to set these as the default values for any new time sheet for this TM. Mark checkbox [Initialize Timesheets with Calendars] to take default start/end times from the applicable calendar as default initialization values. TM can always change default data.

  • Hours Per Day: Maximum hours per day for this TM. In time sheets, overtime hours will be shown with red color if greater than max capacity. If the checkbox [Initialize Timesheets with Calendars] is marked, then the overtime rule will use calendar day max hours, not max capacity.

  • Job Category: TMs can have different job categories effective since different dates during their professional development. Job Categories per resource pool are setup by the Resource Manager (RM) at POOL DATA.

  • Skills: TMs can have different skills effective since different dates during their professional development. Skills per resource pool are setup by the Resource Manager (RM) at POOL DATA.

Any Team Member can belong to only one resource pool at a time. Team Members can change the resource pool field or set it blank. RMs and PMOs can also change TM’s resource pool. PMs need to find TMs inside pools when assigning them to projects. For a TM to be assigned to a project, they need to:

  • Use the Team Member role.
  • Belong to a resource pool which is serving the project’s business unit.
Frequently Asked Questions
Where can I edit my basic information as a Team Member (TM)?

You can edit your personal and professional data via the top-right menu by selecting “Edit Profile” or going to the “MY PROFILE” tab in your TM role.

What happens if my Resource Pool field is empty?

You won’t be able to be assigned to any project, as PMs can only assign TMs within a defined resource pool.

What is the purpose of ‘Initialize Timesheets with Calendars’?

When checked, your default timesheet values (start/end time and hours/day) will follow your calendar. When unchecked, they’ll use your custom values.