ResourceFeatures

Resources perform work captured by Time+Expense items.

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).