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The process of organizing and structuring project teams or departments inside an organization to efficiently carry out projects is referred to as department configuration in project management. It entails outlining the duties, accountability, and reporting structures of the many departments taking part in project delivery.

Configure Department

  1. Navigate to Project > Configuration >Department
  2. The following window is displayed.

    Figure: Department Configuration

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         Figure: New Node Details

Resource Type

In project management, the process of classifying and identifying various types of resources needed to successfully finish a project is known as resource type configuration. It entails determining the precise kinds of resources required, defining them, and figuring out how they will be distributed and managed over the course of the project lifecycle.

Project managers can optimize project execution, improve resource utilization, and raise the likelihood that the project will be successful by carefully configuring resource types to ensure that the appropriate resources are assigned to the appropriate tasks at the appropriate times.

Configure Resource Type

  1. Navigate to Project > Configuration > Resource Type.
  2. The following window is displayed.

    Figure: Resource Type

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        4. On the ACTIONS tab, the SHOW LIST icon is displayed which lists the configured Resource Types.

         
         Figure: Resource Type List

Master Management

Master management, as used in project management, describes the procedure for supervising and coordinating numerous projects inside a given program or organization. It involves a higher level of planning, monitoring, and control to ensure that all projects align with the organization's strategic objectives, are properly resourced, and progress towards their intended outcomes.

Organizations can gain greater coordination, alignment, and control across numerous projects within a program by putting into practice effective master management practices. It gives the organization the ability to take advantage of synergies, maximize resource usage, manage risks, and provide successful results that are in line with strategic goals.

Configure Master Management

  1. Navigate to Project > Configuration > Master Management.
  2. The following window is displayed.


    Figure: Master Management

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It's vital to keep in mind that an employee rate card's specifics and format can change depending on the organisation, industry, and particular project management methods. The rate card is used as a resource and a set of instructions for figuring out project expenses, billing customers, and assessing the financial effects of resource use in project management.

Configure Employee Rate Card

  1. Navigate to Project > Configuration > Configure Employee Rate Card.
  2. The following window is displayed.


    Figure: Employee Rate Card

  3. Select the Employee Name and configure their Rate/Hour according to the Currency.

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Various sectors utilise rate cards by location as a pricing tool or document to describe various prices or pricing structures depending on distinct geographic regions. It aids in establishing the price or cost of goods, services, or resources in various regions or markets.

Configure Rate Card by Location

  1. Navigate to Project > Configuration > Rate Card by Location.
  2. The following window is displayed.



    Figure: Rate Card by Location

  3. Specify the Location and Currency and the details are displayed.

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