Role Business Process

Use the Role business process to manage roles and rates, which are then used in the Timesheet business process.

Characteristics

This is a Company-level business process without a workflow, provided in the system template.

Record Statuses

Active

non-terminal status

Inactive

non-terminal status

Creating a Role Record

Create a Role record by navigating to Company Lists and Pickers / Role on the Company Workspace tab, or from the Tasks log on the Company Workspace or Home tab.

Complete the Role form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.

Note: You must enter a value in all required fields (*) before you can save the form.

  1. Go to the Company Workspace tab and switch to User mode.
  2. In the left Navigator, select Company Lists and Pickers, and then select Role.
  3. On the Role page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
  4. To add attachments, click Attach Files on the Attachments tab.
  5. After completing the form, click Submit.

Completing the Role Form

Key Information

Key Information about this Role record

Field Name

Access

Description

Role Name

Required

 

Role ID

Required

 

Effective From

Required

Date when the rate is available

Effective To

Required

Date when the rate is no longer available

Standard Rate

Required

Standard rate for the Role

Overtime Rate

Editable

Overtime rate for the Role

Transaction Currency

Required

If there are multiple currencies defined, use this field to specify a currency other than the project currency.

Status

Required

 

Description

Description of the Role

Field Name

Access

Description

Short Description

Editable

Enter a description of 250 characters or fewer.

Detailed Description

Editable

The detailed information about the short-description field. The field size can be expanded.

Record Information

System information about this record

Field Name

Access

Description

Record Number

Read-Only

System-assigned record number

Creator

Read-Only

Creator of this record

Creation Date

Read-Only

Date that the record was created

Record Last Update Date

Read-Only

Date that the record was last updated



Last Published Monday, April 14, 2025