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.
Actions menu
Auto Reorganize: Automatically moves items in the list to the appropriate list position or grouping band when they are changed.Get Usage Data: Opens the Display Usage Data dialog box.
Delete Data: Deletes the selected enterprise data permanently.
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.
Active Project Count field
The number of currently in use projects and baselines in which the data item is used. On the Resources and Roles tabs of the Resource Administration page and the OBS page, any number over zero is a link that will open a dialog box listing the currently in use projects in which the data is used.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
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. This column is always visible on this page.
Inactive Project Count field
The number of obsolete projects and baselines in which the data item is used. On the Resources and Roles tabs of the Resource Administration page and the OBS page, any number over zero is a link that will open a dialog box listing the obsolete projects in which the data is used.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
Last Assigned Date field
The date the data item was most recently assigned in any project.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
Name field
The name of the role. This column is always visible on this page.
Resources field
The list of resources assigned to the role.
Role Codes fields
The codes available for grouping, sorting, and categorizing roles and role assignments.
Role Teams field
The list of role teams assigned to the role.
Select Column field
Determines whether the data item might be a good candidate for deletion, based on the options you selected in the Display Usage Data dialog box. This option is only selected by P6 if the data item matches all the conditions you set in the Display Usage Data dialog box. You can also select or clear this option manually.
All data items with this option selected are deleted when you select Delete Data on the Actions menu.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
Usage Column field
Shows usage information about the enterprise data item.
Used after indicates the data has been summarized or published after the date you selected in the Display Usage Data dialog box.
Last assigned before indicates the data was last assigned before the date you selected in the Display Usage Data dialog box.
Never used indicates the data is not assigned in any project in the database.
To see this field, you must have selected the Get Usage Data option on the Actions menu and have configured the options in the Display Usage Data dialog box.
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.