To create a role
| 1 | Go to the Company Workspace tab and switch to Admin mode. |
| 2 | Click Resource Manager > Roles in the left Navigator. The Roles log opens. |
| 3 | Click New. The Create Role window opens. |
| 4 | Complete the General tab. The fields on this tab are from the roles attribute form imported from Primavera uDesigner. |
| 5 | Click Active when you are ready to activate the role and make it available to assign to a resource. |
| 6 | Click the Rates tab. This allows you associate billable rates to a role. See "Add a billable rate to a role (Rates tab)". |
| 7 | Click the Resources tab. This allows you to associate resources to a role. See "Add resources to a role (Resources tab) ". |
Resources can be associated with roles from this tab, and also from the Roles tab in the Resources Properties.
| 8 | Click OK. |
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