Resources Resource Features

Resources perform work captured by Time+Expense items.

Resource Structure

Resources can be linked to

  • Salesforce Users for full access (e.g. employees)
  • Salesforce Contacts / Portal Users for restricted access (e.g. contractors)
  • External entities (via import)
    • Attendance Systems (e.g. biometric time clocks)
    • Billable resources like rooms, machines
    • Resources can be grouped and have skill sets.

Resource Prices

Resources can have Billing and Cost Rates with an optional effective date. The prices can be specific for

  • Account
  • Contract
  • Project or
  • Activity Type

You can enter the billing and cost rates in different currencies.

Send Reminders for not submitted Time reports and create weekly Resource Lists (gross pay slips).