Managing Resource Roles

Roles represent job titles or skills needed to execute project tasks. Manager, Finance Representative, Engineer, Architect, IT Manager, Network Administrator are all examples of possible roles. You will see a standard set of roles that are applicable to your organization already defined for you. You can create as many roles as you need. You can also assign resource to one or more roles. Roles also determine the project specific permissions for each resource in the system. Only resources with at least one role assigned to them are available as potential team members of projects.

You can use the Resource Roles link, to add, edit, or delete resource roles. You can also edit labor rates associated with a role and view the rate change history.

In This Section

Creating Resource Roles

Editing Resource Roles

Editing Labor Rates for Roles

Viewing Rate Change History