People & Meetings

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People & Meetings

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Managing Users and their access rights is accomplished by the Administrator using People & Meetings tab. Resources may be identified as either a person or a meeting. Both types of resources have the ability to be assigned to goals, to-do and events for easy management of projects and tasks. Meeting resources function the same as people resources, except that in most cases they are not granted log-in rights. By adding a meeting resource to a goal, all the information needed for a specific meeting can be easily organized and viewed if a user has been granted access to the “meeting resource” meaning if a user has been assigned to the same goal as the meeting resource.

 

1.

The People & Meeting Tab displays a list of people either entered or imported to your database

2.

There are also two Sub-Views, 1) Meetings, and 2) Resource Allocation

3.

Resource Allocation displays a number of metrics for resources and how they are allocated across various projects.

 

 

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See also:

Administrator Rights

Adding New Users

Access Type

Adding Meetings

Resource Allocation