Use the Roles dialog box to add, edit, and delete roles. You can also use the Roles dialog box to assign roles to resources, define up to five price/unit rates for each role, and specify role availability over time.
The Roles dialog box contains the following tabs:
- General tab - Roles dialog box
- Assign Resources dialog box
- Units and Prices tab - Roles dialog box
- Codes tab - Roles dialog box
In addition, the following fields and buttons are available in the Roles dialog box:
Display Options bar: Click to search for a specific role or change your roles display.
Role ID: Lists role IDs. To sort the display, click the Role ID column label.
Role Name: Lists each role's name. To sort the display, click the Role Name column label.
Add: Adds a role.
Del./Merge: Deletes the selected role.
Cut: Cuts the selected role so you can delete it or move it to another position in the list. Select a new position, and click Paste.
Copy: Copies the selected role so you can quickly create a similar role in another position in the list. Select an additional position, and click Paste.
Paste: Pastes the role you copied or cut.
Arrows: Moves the selected role to a different position in the display.