top of page

2. Resources

Updated: Oct 20, 2023


The Resources tab provides top level access to the Resource Pool if the default filter of “All Projects” is selected.


The Resource Pool provides a full listing of all Internal and External potential team members.

Internal refers to the team members considered as staff in the business entity while External is anyone else that could be associated with a project, i.e. Clients, Suppliers, Advisors, etc.

Consider a RACI[1] model and anyone that can be named in the RACI documentation should be detailed in the Resource Pool.

Filtering for a specific project will present the nominated Project Team for the selected project.

[1] Responsible, Accountable, Consulted, and Informed. RACI Model reference: http://en.wikipedia.org/wiki/Responsibility_assignment_matrix


Resources can be edited (i.e. you can add or remove resources) at any time throughout the lifecycle of the project.



Comments


bottom of page