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User Preferences are used for the personalization settings listed below.
To view
or edit, right-click on your
personal workspace and select
User Preferences.
Starting in Version 6, Contact information can be maintained by the users from within this option.
Click the In Role? checkbox to add the user to roles. Changes to a User's Roles can only be made by System Administrators and TeamHeadquarters Administrators.
The bottom of this screen shows the User's Role in any Projects and Queues.
This is a list of selections from the corporate Skills catalogue, along with applicable descriptions of those skills for the individual. These settings are used in searching for appropriate resources via the Resource Allocation Report.
The User's log-in account is identified on this page in the Username field. If the TeamHeadquarters server is part of a Windows domain, then the Username must be entered as domainname\username from Active Directory. Otherwise, the Username must be entered as servername\username from that server's user accounts. This field can only be changed by System Administrators and TeamHeadquarters Administrators.
Defaults are set here for Cost Rate and Billing Rate, which will be used when that user is added to projects and queues. The defaults can then be altered for the specific project or queue.
There is a setting here for personal Hours Per Week, which is used in the Resource Allocation Report to determine when the resource is over-allocated.
Personal Non-Working Days are set here. They are used in the Resource Allocation Report to prevent allocation of time for personal non-working days from Monday-Friday. The yellow shading on a day indicates that it is a non-working day. To switch between working and non-working, click on that day.