Editing Resource Roles

Contents

To edit a resource role:

1. Click the Resource & Security Admin tab.
2. Select the Resource Roles link. The Team Composition page displays all the existing resource roles.
3. Click [Edit] next to the name of the resource role you want to edit. The Edit Role page displays.
4. Edit the resource role.
   1. Modify the name for this role.
   2. Change the Sort Order ID. This defines the order in which it displays on listing pages.
   3. Select if you want this role to be part of the initial proposal team.
   4. Select if this role is required for the entire project duration.
   5. Select the type of proposal sign off you require for this role (Context-Sensitive, Signoff Not Required, Signoff Required, and Signoff Optional).

      If you select the Context-Sensitive option, enter the conditions when signoff is required. You can choose to require signoffs only when the selected value in a particular field is equal to, is not equal to, includes, or does not include a particular value. The Context Sensitive option displays only if the role is part of the initial proposal team.

   6. Modify the number of hours per week this role will spend of different project categories. For example: Project Management, Team Meetings, etc.
5. Click Update.