1 Resources Role

All the resources can view their dashboards; you can view three elements in the dashboards:

1.1 Dashboards
 My Projects
o You can view the projects you are part of, take full understanding for the
completed and upcoming tasks.
 My Tasks
o Including all the tasks that assigned to you
 My Events
o Including any upcoming events

1.2 All Projects

If you would like to view all the projects in the organization, go to Project>Fav Reports> all
projects

1.3 Time
 Submit weekly time sheet, as the following:
o Time >weekly time
 The following window will appear

 In this window you should be able to submit your tasks

o From the drop down menu choose the project and tasks that are assigned to
you
o Update the progress (% of completion) of the task; don’t put 100% completed if
this task is assigned to more than 1 resource. ( you can double check on this by
reviewing the project plan)
o Add the required number of hours to complete this task,
o In case of any other non-project activites, please open the drop down list and
choose, add the number of hours as well.
 After completing the time sheet please submit for approval
 Notes on weekly time sheet
 If you didn’t find any projects assigned to you at this stage, don’t panic just submit the
time you spent in work under the non-project > others, until your team leader assigned
tasks to you on the system.
 The approval will be done by project manager, each in his project.
 Regarding the non-project tasks it will be automatically approved through the system
and it can be managed by system admin, the system admin will double check with track
leaders about the accuracy of non-project activities.
 You can’t edit the submitted time sheet, so please review before submission, and in case
of any changes after submission, you can contact system admin to update as required,
as only the system admin can do changes after submission.

1.4 Documents
 If you would like to update any document and share with the team, go to
Document>+Upload Documents, as the following:

 You can either upload document for specific task or for the whole project, as the
following:
  Choose the required document and submit
 After submission, go to documents > fav reports> my documents

 And the uploaded document will appear.

Note: All upcoming documentations must be submitted into the system.

1.5 Discussions
 If you would like to start any discussion with any employee and want to keep the history
for this talk as well, you can start a discussion , discussion>+new discussion
 From Other Projects choose the required project to start the discussion, as the
following:

 Add the title of the discussion and the details, you can attach any document if required,
and finally you can determine who shall be part of this discussion, just choose from the
company employees, as the following:
1.6 Process
 To submit any new bugs or CRs, Process >new>choose bug or CR
 You can choose the related project, and if it is non-project related choose select
process category, as the following:

 Add the details, including summary, assigned to whom, the level of priority, due date,
and you can attach document as well, as the following:

1.7 Reports
 If you would like to view some reports please go to the reports, and you can simply run
any of the provided reports by one click, as the following:
2 Additional Role for Track Leaders
In addition to the roles and responsibilities mentioned above, the track leader shall be
responsible for doing the following:

 Reassign the project tasks to his team

 Monitor his team work load using resource load chart.

2.1 Reassign the Tasks

 From the dashboards go the projects assigned to you
 Start with your projects one by one
 Project window shall be as the following:
 From the button above Open All, Close All, you can manage the tasks you want to view
 Note: I recommend that track leads shall go through the entire project plan, review, and
provide me with their feedback, in term of duration, starting date, tasks sequence, etc…
 After reviewing the project plan, reassign the tasks to your team, you need to double
click on the resource cell and you will be able to view all the company employees, just
distribute the tasks among your team, as the following:
Note: If you believe that you will be part of certain task, you can keep yourself and add another
resource, considering the utilization percent, and to choose change work not change duration.

2.2 Resource Load Chart

After reassigning the tasks to your team, you will be capable of viewing the resource load in the
projects you are part of, including your team members, to view resource load chart, Project> Fav
Report> Resource Load Chart, as the following: