Progressus Software

Next-Generation Professional Services Automation
Architected for the Microsoft Cloud

Create a Resource Wizard

Resource Wizard – Similar to project wizard that users can select key information and choose options that launch additional setup after wizard runs

  1. Prompts through the wizard - resource ID, Name, Line manager1, Resource Group, Line manager2, Employment date, dimensions

  2. additional Options that would launch after the wizard - Ability to setup resource costs, resource prices, user setup, user personalization, Timesheet Periods

  3. Add ability for Resource Templates for PM, PE, LM, TE and user defined templates similar to what we offer in project wizard. They can choose the template at the beginning of the wizard which would default values such as project manager, project executive, timesheet configuration, product posting group, resource permissions for viewing/updating resource costs and prices, base unit of measure, cost type,

  • Kim Bateson
  • Nov 18 2020
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