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 rate for specific combinations of ...
Sun, Dec 20, 2020 at 10:58 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...
Sun, Dec 20, 2020 at 10:14 PM
Create Holiday Time Items
You can set up Accorto to track statutory Holidays.  Users then would enter holiday time in the Timesheet.  You can pre-populate these entries. Holiday ...
Tue, Dec 15, 2020 at 10:48 PM
Resource Role Pricing
You can define Prices (Billing Rate, Cost Rate) for Resources.  Here you define the prices for each resource with optional overwrite per Account, Project, e...
Sun, Dec 20, 2020 at 10:58 PM
Rate Management
Rate Management allows you to view, check, and create resource rates/prices. Resource Prices can be defined for an individual resource (details) or for res...
Sun, Dec 20, 2020 at 10:35 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