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Old 08-24-2009, 11:06 PM   #1 (permalink)
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Default Resources and Company Staff Members

I understand that the resources in scheduling, work orders, service orders, e.t.c could be external contractors but shouldn't the company staff members be in there automatically? Should I add them again manually and add their rates again? If possible please explain this how works. Are there any manuals or documents for this or any new videos?

Thanks in advance.
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Old 08-24-2009, 11:47 PM   #2 (permalink)
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Default Resources & Companty Contacts

Hi there,

The company contacts (added in the Setup area of Navigator) used in assigning various members of the project team to your D-Tools projects (in Step 1 of the Project Setup wizard) are separate entities in the database from those used in the Scheduling portion of the software.

So you are not doing anything wrong, its acting as expected. You have to add those resources separate. The contacts used in Project Setup are very basic (name only) whereas those used in the scheduling portion have more information - email, cost per hour, etc...

There is an updated portion of the User's guide available to cover the scheduling.
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Old 08-25-2009, 12:33 AM   #3 (permalink)
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Originally Posted by Ryan Brown View Post
So you are not doing anything wrong, its acting as expected. You have to add those resources separate. The contacts used in Project Setup are very basic (name only) whereas those used in the scheduling portion have more information - email, cost per hour, etc...
Ryan,

don't you think there should be a away these should be connected? The cost of employee per hour is somehow connected with also the rates we configure per phase for labor. These should somehow be connected to resources. Does this make sense?
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