To edit a resource role:
- Click the Resource & Security Admin tab.
- Select the Resource Roles link. The Team Composition page displays all the existing resource roles.
- Click [Edit] next to the name of the resource role you want to edit. The Edit Role page displays.
- Edit the resource role.
- Modify the name for this role.
- Change the Sort Order ID. This defines the order in which it displays on listing pages.
- Select if you want this role to be part of the initial proposal team.
- Select if this role is required for the entire project duration.
- 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.
- Modify the number of hours per week this role will spend of different project categories. For example: Project Management, Team Meetings, etc.
- Click Update.
Managing Resource Roles
Creating Resource Roles
Editing Labor Rates for Roles
Viewing Rate Change History