Create a Role
To create a role
- Go to the Company Workspace tab and switch to Admin mode.
- Click the Company Workspace grouping node to expand, then 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.
Last Published Monday, August 28, 2023