You can add user-defined roles in a similar way that you add the user-defined resources.
If you have the Create permission, when you navigate to View > Role, then Unifier displays a toolbar option that enables you to add, update, or remove roles.
When you add a role, the values for the ID and the Name fields are required, and the value for the Currency field will be USD, by default. You can change the role currency and the maximum number of units per day. By default, the role status is set as Active.
Note: Unifier validates the uniqueness of the values in the ID and Name columns in the role.
You cannot create a role with the same ID across all roles (user-defined, P6, or both). When you define the role in the Role - User Defined view, the following columns show default values:
- Currency: Set to the company currency
- Units/day: Set to 8.00 units per day
- Status: Set to Active.
If you try to change role details such as ID, Currency, and so forth, you must assign the standard rate and rate breakdowns for the custom roles. Once you create the role, the right pane displays the Rates tab. In the Rates tab you can create the Standard tab for the created resource.
When you click the Add Rate option, the Rate Breakdown Structure window opens. In this window, you can define the standard rates and the rate breakdowns. You are able to define the rate according to the effective date. By default, for the standard rate the cost type and rate type will be Standard and Direct.