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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Assign a resource to a project

Place contractors or employees on a project with rates and hours caps.

Resource assignments control who can enter time and at what rates.

  1. 1

    Open the project

    From Projects, open the project record.

  2. 2

    Go to Resources tab

    Add a resource row with start/end dates, bill rate, pay rate, and optional hours cap.

  3. 3

    Validate timesheets

    Only assigned resources can select this project on their weekly timesheet.

← Create a project