In the Wavity Project Portfolio Management Solution, Assigning a resource person to a project is a simple and streamlined process.
Users with Resource Manager access can assign resource persons to specific projects.
Upon logging in with their credentials, users are directed to the Resource Manager Persona.
Note: The steps provided serve as sample instructions and can be customized based on specific requirements; however, the core workflow will remain the same.
From the Quick Links, the Resource Manager can create a project, add a new resource, add a timesheet, and view or track project status.
In the Resource table widget, users can view the complete list of available resources.
In the Pending Resource Requests table widget, users can approve resource requests. Select any pending request from the list.
In the Request tab, users can view detailed information about the resource request.
In the Manager tab, under the Resource Manager section, the system will automatically populate the Resource Manager’s name.
Select the Approval Date and update the Status to Approved.
Under Resource Details, create the resource by clicking the Create New Records icon.
In Details tab, enter all required details related to the resource person and click on the Save button.
To assign a resource, click the Select More Records icon.
Select the Resource Person from the list.
After entering the details click on the Save details.
