Users and Resources

Defining and setting up Resources

Adding Users (and Resources)
To use Accorto Time and Expense, a Salesforce License and a Resource record is needed. Onboarding new users for Accorto Time+Exoense involves create S...
Wed, Jul 22, 2020 at 4:03 PM
Resource Pricing
For a resource, you can define one or more (hourly) customer Billing Rate with a starting date. You can specify a special rates for specific combinations of...
Wed, Dec 4, 2019 at 12:24 PM
Resource Plan
The resource plan allows you to see all scheduled tasks for resources. Resource Plan Query Select any Start Day and the number of days ...
Thu, Aug 6, 2015 at 10:42 PM
Resource Price Update
Resource Prices are used in Time Items to calculate the Billing/Cost Rate and Billing/Cost Amount and with that the Project Revenue and Costs. If you up...
Wed, Dec 4, 2019 at 12:40 PM