To create a resource role:
- Click the Resource & Security Admin tab.
- Click the Resource Roles link. The Team Composition Settings page displays all the existing resource roles.
- Click Add a New Role.
- Select an initiative for this role
- Enter a name for this role.
- Enter the Sort Order ID. This defines the order in which it displays on listing pages.
- 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. The Context-Sensitive option displays only if the role is part of the initial project team.
- Enter the standard labor, overtime labor, and setup labor rates associated with this role.
- Enter the number of hours per week this role will spend of different project categories. For example: Project Management, Team Meetings, etc.
- Click Create.
Note: In Reconfigure mode, you can change the number of resources assigned to a role only if no records were created. If records were created, you can only increase the number resources assigned to the role.