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Project Resources and Workhour Builder

How to create Project team resources and assign them to the Workhour builder

James Gold avatar
Written by James Gold
Updated over a week ago

Project Resources

  • Project Resources is a feature flag and not active by default. This replaces the default team resources builder that is accessible for each work package.

  • Within a Proposal select Project Resources next to the WBS tab

  • Select Add Project Resource

  • Select the resource cost rate. You will need to select the; Office and Department, Grade and Discipline

    • This is the average cost rate within the admin console

  • With multi-currency you can build up your resource against a different currency than the local office currency

  • You can see both the office currency and the project currency that is set on the contract

    • The currency exchange rate is set within the admin console and not a live update

  • Select the resource sell rate. This is rate added to the rate tables that have been created within the contract

    • You will view rate in the project currency as well as the margin for the cost and sell rate

  • The total cost and total price will only update once the hours have been added onto the workhour builder

  • The total resource margin will also only include resources that have hours added to the workhour builder

  • You can delete a resource via the x button but if the resource has hours added it cannot be deleted. You will need to remove the hours from the workhour builder first


Workhour Builder

  • Once Project resources have been added you can populate the hours on the workhour builder

  • Select the Workhour builder tab

  • Once on the Workhour builder double click on the cell in the matrix to add hours

  • Once complete you will see the details update

  • If you would like to remind yourself of the resources you can hover over the name to receive the full resource details

  • The resource totals will update on the project resource this includes; cost, price and margin after the hours have been populated

  • The WP and total summary of the Proposal will also update to reflect the new/updated hours added to the workhour builder


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