Creating Resource Roles

To create a resource role:

  1. Click the Resource & Security Admin tab.
  2. Click the Resource Roles link. The Team Composition Settings page displays all the existing resource roles.
  3. Click Add a New Role.
  4. Select an initiative for this role
  5. Enter a name for this role.
  6. Enter the Sort Order ID. This defines the order in which it displays on listing pages.
  7. Select the type of proposal sign off you require for this role (Context-Sensitive, Signoff Not Required, Signoff Required, and Signoff Optional).

    If you selected 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 project team.

  8. Enter the standard labor, overtime labor, and setup labor rates associated with this role.
  9. Enter the number of hours per week this role will spend of different project categories. For example: Project Management, Team Meetings, etc.
  10. Click Create.

See Also

Managing Resource Roles

Editing Resource Roles

Editing Labor Rates for Roles

Viewing Rate Change History



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Last Published Wednesday, November 30, 2016