View roles

Roles are defined and maintained in Administration Mode at the company level. At the company level, you can view role details, which includes resources and rates.

To view role details

In User Mode, select Company Workspace tab> Resource Manager > Roles. The Roles log opens.
Select a role and click Open. The Role Properties window opens. The window has three tabs:
- General: Displays the role name, description, and status, and may display other fields; the fields on this tab correspond to the role attribute form.
- Rates: Displays standard and overtime rates defined for the role.
- Resources: Displays resources that have been associated with the role.

To view role details

See Also