Resource and Manager Roles

The resource user and any other user on the project who is in the same role as the Resource Role can perform the following actions on tasks where their role is the Resource Role:

• Edits on the General tab of the Task Editor:
  • Change the task's % Complete value (between 0% and 100% complete)
  • Change the task's Duration (which will automatically update the task’s Finish date from the task’s Start date).
  • Change the task's Start date (which will automatically update the task’s Finish date using the task Duration).
• Edits on the Advanced tab of the Task Editor:
  • Change the Constraint Type and the Constraint Date (which will automatically update the task’s start and finish date to align with the constraint selected).
  • Mark the Task as a Milestone (which will automatically change the task's Duration to 0 days and adjust the task’s start and finish dates to equal each other).
• Add comments on the Comments tab of the Task Editor.

For more information, see the Task Editor Page Overview.

The resource user can perform the following actions from the toolbar:

• Export the Schedule in XML or PDF format (for printing)
• Send the Schedule via e-mail to other users or external users
• Toggle the Critical Path on and off on the Gantt chart
• Toggle the Baseline bars on and off on the Gantt chart
• View the Calendar from the Working Time icon.

For more information, see the Toolbar Buttons section on the Schedule Details Page.

• The resource user can add new columns and hide existing columns from their View of the Project Schedule.

• The resource user can view Snapshots from the Snapshots tab.
• The resource user can view the Schedule History from the History tab.