To create a role
- Go to the Company Workspace tab and switch to Admin mode.
- Click Resource Manager > Roles in the left Navigator. The Roles log opens.
- Click New. The Create Role window opens.
- Complete the General tab.
- Click Active when you are ready to activate the role and make it available to assign to a resource.
- Click the Rates tab. This allows you associate billable rates to a role. See Add a billable rate to a role (Rates tab).
- Click the Resources tab. This allows you to associate resources to a role. See Add resources to a role (Resources tab).
Resources can be associated with roles from this tab, and also from the Roles tab in the Resources Properties.
- Click OK.