Assigning a Role to a Role Team

Perform these steps to assign a role to a role team. You can assign a role to a role team from the Role Teams tab or the Roles tab. Use this method if you want to view all roles assigned to a particular role team.

To assign a role to a role team:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Role Teams tab.
  4. On the Role Teams tab:
    1. Expand either the Global or User category, and click the role team for which you are assigning a role.
    2. Click the Roles detail window.
  5. In the Roles detail window, click Assign....
  6. In the Assign Role dialog box:
    1. Choose a role and click Select.

      Press Shift+click or Ctrl+click to select multiple roles.

    2. Click Close.
  7. Click Save.

Tips

To view all role teams assigned to a particular role, assign a role team to a role from the Roles tab.

Related Topics

Defining Resources and Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

About Role Teams

Creating Role Teams

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Assigning Role Codes

Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page

About Resource Teams

Creating Resource Teams

Assigning a Resource to a Resource Team

Assigning a Role Team to a Role



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Last Published Monday, December 6, 2021