Navigating resource contact information via the Resources tab is quite straight forward. Filters exist to help narrow your search so that if you are looking for a person (contact), you can select the View: Contact, and you may also filter for internal or external people.
Clicking onto a resource will take you into the detail screen for that person. Here you will find more of the specific information about the person, and the company (or companies) that they belong to. It is possible to have one contact linked to numerous organisations and sites. Where a contact is linked to more than one organisation, you will need to specify their “Primary Site”. You can also link sites as well by using the Link Site icon.
The Sub navigation menu for a contact provides access to the following views:
Dashboards – the resource pool
Contact – edit and update contact details
Rate History – for internal resources, review their charge and cost rate history
Authorised Roles – for internal resources, review the roles they are authorised to be assigned to
Projects – review the list projects and roles the contact is assigned to
Correspondence – review any correspondence with this contact
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