Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Worker Ratings

Steps: Set Up Worker Ratings

Review setup considerations for project resources.
Project and resource managers can rate the project workers who have a direct assignment to a project task, approved time logged against a task, or both. To rate a worker, managers must also have a role on the same project as the worker.
In addition, the project or project task must meet at least 1 of these conditions:
  • The project end date is before today.
  • The task end date is before today.
  • The task is 100 percent complete.
  • The task is closed.
  1. Define the rating scales for your project workers.
  2. Access the
    Edit Tenant Setup - Financials
     task.
    In the projects section, select the
    Rating Scale
     to use for rating project work.
    Security:
    Set Up: Tenant Setup - Financials
     in the System functional area.
  3. Edit Business Processes.
    Set up the
    Rate Work
     business process in the Projects functional area.
  4. Set up the
    Rate Work
     business security policy in the Projects functional area.
  5. Activate Pending Security Policy Changes.
    Activate the
    Rate Work
     business security policy in the Projects functional area.
Managers can rate the work completed by project workers on their assigned tasks, as well as add qualitative feedback on the worker.
Managers can also filter project workers by their average project rating when they search from the resource plan line using these reports:
  • Find Available Workers for Project
  • Find Worker for Project
Rate project workers.