FAQ: Creating Resources

If you have any questions about how to set up your resources, look no further.

This FAQ article provides answers to common questions about creating resources, including People, Projects, Roles, Clients, and Teams.

People

Q. Is there a limit to the amount of people I can add?
A.

Nope! You can create as many people resources as you like. However, each person must be paired with an available Audere license to be placed in an active state.

Q. How do I add people?
A.

Simply check out the Adding a Person article for a detailed description.

Q. How do I add a photo to my people resources?
A. Check out the Adding a Photo to a Resource Profile article to give your people resources some personality.

Projects

Q. How do I add a new project?
A. With relative ease! All the details are in the Adding a New Project to the Schedule article.
Q. Is there a limit to the number of projects I can add?
A. Not at all! Create to your heart's content.
Q. Is it easy to update a project?
A. Most definitely, you can read more about it in the Updating a Project article.
Q. Can I create a project/people/role in all views?
A.

Absolutely! Regardless of which Schedule view you have selected, the add button-1 Add drop-down menu with Create New Project, Create New Person, and Create New Role is always present.

FAQ create resources

Q. Can I add a client to a project after creating it?
A. Yes! Client isn't a required field when creating a new project. At any point, you can update a project and add (or change) the client assigned to the project.
Q. Can I use the same project name for multiple clients?
A. You can create the same project name for different clients (i.e., Project A for Client A, or Project A for Client B).
Q. Can I add a photo to a project?
A. You sure can! Check out the Adding a Photo to a Project article to learn how.
Q. Is there a way to shift my project schedule?
A. For sure, you can move it up or push it back all with the help of the Moving a Project Schedule article.
Q. I didn't add a photo to my project, but I see a photo added. Where did it come from?
A. If you don't upload a photo for a project, the client photo is automatically used for the project as well.
Q. If my project status changes, do I need to update all assignments one-by-one?
A. When a project status changes (i.e., status changes from "Confirmed" to "Archived"), the assignments move with it. For example, if you archive a project, the assignments are also archived. If you don't want assignments archived, check out Reallocating an Assignment.
Q. Can I order projects?
A.

Projects are listed in alphabetical order, either ascending or descending. 

Hover over a column header and then select the 2023-07-10_13-12-42 Sort button to toggle the column view. 

Q. How can I view the total project hours?
A.

You can view the total project hours by following these steps:

  1. Navigate to the Project: People or Project: Phase View (1) of the Schedule page.
  2. Locate the project in the Projects (2) column.
  3. Check the corresponding Hours (3) column for the total project hours.
    faq total project hours
    • If you expand the view to see the People/Roles (4) or Phases assigned to the project, you can see how the hours are broken down.
    • If the Hours column isn't displaying, see Customizing Your Schedule View for more information on adding columns.

Roles

Q. How many roles can I create?
A. As many as you need. There are no limits in Audere.
Q. Where can I learn more about creating and managing roles?
A. Right here!

Phases

Q. How do I add a new phase?
A. You can add new phases from the Schedule page to a project or person resource.
Q. What's the difference between an assignment and a phase?
A.

An assignment is the allocation of a job or task to a role, person or project, while a phase is a particular stage of the project. Multiple assignments can be added under a phase, just as multiple phases can be created for a project.


See Also:

FAQ: Getting Started 

FAQ: Settings

FAQ: Schedule