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WTE Resourcing

User Job Family and Role

Table of Contents

Assigning your User Tags Top Tip

When a project resource is requested, the team/job family or specific role needed for the task can be specified. In order for this process to work, each user must ‘tag’ themselves with their team/job family or specific project role, using User Tags.

Assigning your User Tags

Click on User Profile > My Tags to reveal the options for job families and if applicable, project roles. Select the most appropriate option and click ‘Close’ when finished. Note: User Tags can be amended as often as needed.

Top Tip

Job families/roles are managed by the Resource Administrator and can be set-up as either a single role or a parent to multiple roles within the same family/team.
A user's job family or role can be amended by a System Administrator via Administration > Manager Users > Select User > Actions > Tags.

What is WTE resource management? User Job Family and Role How to request a project resource How to view allocated project resource How to set up job families and band rates [Resource Administrator] How to view and allocate resource [Resource Manager or Resource Administrator] How to amend a resource request [Resource Manager or Resource Administrator] How to view the heatmap [Resource Manager or Resource Administrator]