Persons workers/en/

Resources

Persons can be distributed to 3 types:

1. internal (co-workers)
2. external
3. contacts

Entry of personal data

Use tab RESOURCES / PERSONNEL to enter personal details. Open a form for entering details, which is different according to category (INTERNAL, EXTERNAL, CONTACT).

Tip Persons can be added at each organization by clicking link ADD A PERSON. New person can be entered to 4PM when you enter general data on project (in project scorecard).

General on personal data

Each person can be entered to 4PM only one time. 4PM verifies by name, family name and e-mail. To connect person with various organizations use contact information for other organizations.

Person can have 3 different types of contact information:

1. contact information in main organization (person is employed here, you select it in a form above).
2. personal contact information (phone number, home address...)
3. contact information for other organisations, you connect person and organization by adding "other contact information".

Example: Person is employee of Company A and is contact person for Company B.