Overview
Use this tab to add, modify, and delete roles.
Screen Elements
Group By list
Enables you to group items in the table. Grouping gathers, or groups, together all of the data that contain the same value for the selected data field.
Add
menu
Sibling Role: Adds a role at the same level of the hierarchy as the selected role.
Child Role: Adds a role as a child of the selected role.
Full Screen
Expands the current work area so it fills the entire display.
Customize View
Opens the Customize View dialog box.
Prints the Grid View.
Search
Enables you to perform a search based on the value you enter in the search bar.
Row Actions
Add Sibling Role: Adds a role at the same level of the hierarchy as the selected role.
Add Child Role: Adds a role as a child of the selected role.
Delete: Deletes the selected item.
Cut: Cuts the selected item.
Copy: Copies the selected item.
Paste: Pastes a previously cut or copied item into the selected position.
Fill Down: Copies the data from the first cell selected to all other selected cells in the same column. Use CTRL or SHIFT to select multiple cells.
Expand: Enables you to see all of the items in a hierarchical list.
Collapse: Enables you to hide subordinate items in a hierarchical list.
Move Up: Moves the selected item up within the same level in the hierarchical arrangement.
Move Down: Moves the selected item down within the same level in the hierarchical arrangement.
Move Right: Moves the selected item one level lower in the hierarchical arrangement.
Move Left: Moves the selected item one level higher in the hierarchical arrangement.
Calculate Cost from Units option
Determines whether by default any new assignments for this role will have its costs recalculated whenever any quantity changes occur.
Description field
The responsibilities for the role.
ID field
The unique identifier for the role.
Name field
The name of the role.
Price/Unit fields
The non-overtime rate for the role, which is used to compute costs for any activities to which the role is assigned.
You can define up to five rate types for a role. Your organization can define text titles for each rate type as part of enterprise data.
Resources field
The list of resources assigned to the role.
Role Teams field
The list of role teams assigned to the role.
Download
Enables you to download the view as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all columns are downloaded.
Collapse Dock
Collapses the dock.
Show/Hide Tabs
Enables you to configure which tabs are shown and hidden.
Roles Tab detail windows:
Resources Detail Window of the Roles Tab of the Administration Page
Prices Detail Window of the Roles Tab of the Administration Page
Role Teams Detail Window of the Roles Tab of the Administration Page
Codes Detail Window of the Roles Tab of the Administration Page
Units and Prices Detail Window of the Roles Tab of the Administration Page
Getting Here
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Roles tab.