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Setting Up Roles in a Project Team Workbook

The Team Workbook maintains resource information for the project. It identifies required roles, skills and competencies associated with those roles, and time commitments. For information about creating roles, see Creating Roles.

To identify roles for the team workbook

  1. Navigate to the Projects screen.
  2. From the visibility filter, select the appropriate view.
  3. Drill down on the Name field hyperlink for a selected project record with which the Team Workbook will be associated.
  4. Click the Team Workbook view tab.
  5. In the Team Workbook list, create a new record.
  6. Complete the necessary fields.

    Some fields are described in the following table.


    Assignment Status

    This field represents the status of the assignment to a user. For example, Requested is intended to mean that a resource has not been definitely booked on a project, where Assigned is booked. In addition, the Assignment Status field is taken into account when determining the availability percentage on the Resource Requests screen Availability button. Assigned and Full Time assignments are given more weight than Requested and Part Time on the percentage that displays on the Potential Resources view. Defaults to Requested-Full Time.


    Cost defaults based on a number of factors. For details on these factors, see Overview of Rate List and Cost List Management.


    Rate is set by the resource type that you choose from a designated rate list that has been created by the administrator. Rate is defaulted but can be overridden if necessary.


    Resources drive the rate, and resources can fill multiple roles on a project.


    A role represents the job that this team member will be working on this project. For example, Project Manager. A role is different from a title in that a role is project based. You can be one role on one project and an entirely different role on another.

    User ID

    User ID of the resource selected to fill this role.

    Last Name

    Last Name of the resource selected to fill this role.

    First Name

    First Name of the resource selected to fill this role.


    Start date of role.


    End date of role.

    Effective Rate

    The Effective Rate field refers to the actual rate charged to the customer. The Effective Rate is equal to Rate factored by the discount.

    Total Estimated Hours

    Number of days on the project multiplied by 8 hours per day.

    Total Rate

    Is equal to the Total Estimated Hours multiplied by the Effective Rate.


    Identifier for the person being assigned to the specified team role. When a new team workbook record is created, the value of this field defaults to a unique row ID number. When a value is entered for the User ID field, the value in the Nickname field automatically changes to the User ID value. If the person you specify will be listed more than once in the current project's team workbook, you must modify the value in the Nickname field to provide a unique value for each team workbook record in the project. The Nickname field maps to the Microsoft Resource Name field.

    NOTE:  Repeat Step 5 and Step 6 until you have added every role.

Siebel Professional Services Automation Guide