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| Resource Management |
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| This area involves all aspects of people management and personal interaction including leading, dealing with conflict, and more. It also includes time sheet management that helps us in evaluating the performance of the team members. |
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| Create Departments |
This section allows users to add departments of specified organization.User can also make a department active or inactive with in an organization.
Add Department Information:
Allows users to specify the following information:
Organization list:Provides you list of the organizations.
Department list:Selecting an organization gives you the list of corresponding departments.
Active Indicator:Allows you to make the department active or inactive.
Department List:
Displays list of departments at a single place. It provides you the quick view to make out the number of departments associated with organizations. List allows you to perform the following:
Organization departments:Allows you to view the departments of all the organizations setup in your system.
Active/ Inactive:Allows you to make the departments active or inactive.
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| Create organizations |
This section allows users to add organization.You can also make a organization active or inactive.
Add Organization Information:
Allows users to specify the following information:
Organization Name:Allows you to specify the name of the organization.
Organization Code:Allows you to specify the code for the organization.
Address Information:Allows you to specify city, country, zip code, etc.
Website:Allows you to specify the website of the organization.
Active Indicator:Allows you to make the organization active or inactive.
Organization List:
Displays list of organizations at a single place. It provides you the quick view to make out the number of organizations. List allows you to perform the following:
Organizations:Allows you to view all the organizations setup in your system.
Active/ Inactive:Allows you to make the organizations active or inactive.
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| Create Organizational Roles |
This section helps the user to specify roles of resources with in an organization. User can specify role name, role responsibilities and the access types. User can also make a role active or inactive.
Add Organizational Roles:
Allows users to specify the following information:
Specify Role Name: Allows users to provide role name.
Members List: Allows you to select the members to associate with the role.
Roles responsibilities:It gives you the responsibilities list and you can select the responsibilities.
Access Type: Allows you to select the access type such as review, approve, etc.
Active Indicator:Allows you to make the organization role active or inactive.
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Organizational Roles and responsibilities matrix:
Displays list of organizations roles at a single place. It provides you the quick view to make out the number of roles and authorized members. List allows you to perform the following:
Organizations: Allows you to view all the organizations roles setup in your system.
Active/ Inactive: Allows you to make the organization role active or inactive.
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| Resource Request |
This section helps users to request for resources for any project. User can specify the role of resource, skills required in a resource, as well as working hours for which resource is required.
Create Resource Request:
Allows users to specify the following information:
Role List:You can select form the list of roles such as ‘Developer’, ’Project Manager’, etc. User can select a role from the list for which resource is required.
Skill Set: Allows users to specify the skill set required for a requested role. Resource request section displays list of skills in an organized form, and you can make your own skill set for a requested role by simply clicking on various skills.
Select All:Allows user to select all skills in a single click.
Working Hours Specification:Allows users to specify the required working hours per week.
Comments Section:Allows users to specify any other information if required.
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Request List:
Allows users to view all the requests at one place in an organized form.Allows users to view the following information:
Request Details
Allotted Resource Names
Approved Hours
Approval Date
Approval Status
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| Resources |
This section allows users to add resources for a department. User can specify general information of resource; make a resource active or inactive. This section also links to personal information, job details, skills and relationships screens.
Add Resource Information:
Allows users to specify the following information:
Resource Code:Automatically generate resource code.
Department list:Allows you to select the department and organization to which resource belongs.
Resource Name:Allows you to specify the first, middle and last name of the resource.
Login Information:Allows you to specify User ID and password.
Contact Information: Allows you to specify Phone, Fax, Email, etc.
Website: Allows you to specify the website of the resource.
Active Indicator:Allows you to make the resource active or inactive in the organization.
Admin Status:Allows users to grant administrator access rights to a resource. A resource with administrator access rights has access to all sections of prompt system.
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Resource List: |
Displays list of all the resources at one place along with associated departments.
Link To Relationships Section:Allows users to create relation of resource with department or with any other user.
Link To Job Details Section:Allows users to specify job details of a resource such as Job Title, Join Date, Contract type, etc.
Link To Personal Information Section:Allows users to specify personal details of a resource.
Link To Skills Section: Allows users to specify information related to resource skills and experience.
Link To Edit Resource Section: Allows users to modify resource information.
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| Relationships |
This section helps users to establish relationship of a resource with the department as well as with other resources.
Establish Relationship:
Provides following options to set resource relationship:
Establish Relationship with Department:Gives you the list of departments. Select the name of the department and it will ask you about making a department owner or client department.
Establish Relationship with other Resources: Select the name of the resource and select the relationship type such as reporting manager, timesheet manager etc.
The categorization provides clarity in setting relationships.
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Relationship lists: |
Displays all the resource relationships at one place. Relationships section displays the following lists:
Relationship with users
Relationship with departments
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| Job Details |
This section allows users to specify job details of a resource. Apart from specifying job title, users can specify contract start and end date, etc.
Add Job Details:
Allows users to specify the following information:
Job Title:Allows you the specify the job function.
Contract Type:Allows you to specify if resource is procured.
Contract Start Ddate: Allows you to specify the contract start date.
Contract End Date: Allows you to specify the contract end date.
Active Indicator:Allows you to make the job function active or inactive for a resource.
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List of Job Profiles: |
Displays the list of all job profiles created for a resource. Resource can have multiple job profiles.
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| Personal Information |
Add Personal Information:
Allows users to specify the following information:
Address Information:Allows you to specify city, country, zip code, etc.
Contact Information:Allows you to specify Phone, Fax, Email, etc.
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List of Job Profiles: |
Displays the list of all job profiles created for a resource. Resource can have multiple job profiles.
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| Skills |
This section allows users to specify information related to resource skills. User can add multiple skills for a resource. Skill list displays all the skills added for a resource
Add Skill Information:
Allows users to specify the following information:
Skill Name,
Resource Experience (in years)
Certification or Training Information,
Proficiency Level, etc.
Skills List:Provides a list of skills associated with a resource at one place.
Allows users to edit or delete skill information.
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