UniPhi categorises all people resources as internal or external contacts. Importantly these resource contacts can also be assigned to organisations, sites, and Projects.
Resource contacts are added via the Resources tab and selecting the Create Resource icon.
There are several contact fields that you may choose to populate at any time. The only mandatory field that requires input at this stage is the resource Name. All other fields, such as phone numbers, email address, licence type, and position detail can be updated or amended at a later date. Remember to save your new resource details before leaving this page.
Resources can only be added to UniPhi when “all projects” are selected in the Project filter. If you have selected a specific project, you may only add pre-existing resources to that project. This means, you cannot create resources at the project level.
The access level that your resource will have to the UniPhi system will depend on the licence type that you select.
The four licence types available to you are:
· None. No access to your UniPhi deployment, the purpose of this licence type is purely to store your external client information. This information can be used when generating documents, and emailing from UniPhi.
· Team Member. A lower level of access which will allow your team members to see their issues and actions, a view project related documents, and allocate time via their own timesheet.
· Project Manager. High level access to documents, issues, and financials
· Program Manager. Full access to all project information, but no access to structural Methodology and Admin sections
· Administrator. Full access to issues, documents, financials, and admin and methodology sections.
Resources are specified as being Internal or External based on the Organisation & Sites that they are assigned to. (See below for Organisations & Sites)
留言