Assigning a Role Team to a Role

Using role teams can simplify resource planning. You can do this from either the Roles tab or the Role Teams tab in the Resource Administration area. Use this method if you want to view all role teams assigned to a particular role.

To assign a role to a role team:

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Roles tab.
  4. On the Roles tab:
    1. Click the role you are assigning to a role team.
    2. Click the Role Teams detail window.
  5. In the Role Teams detail window, click Assign....
  6. In the Assign Role Team dialog box:
    1. Expand either the Global or User category, choose a role team, and click Select.
  7. Click Save.

Tips

You can also assign a role to a role team from the Role Teams tab. Use this method if you want to view all roles assigned to a particular role team.

Related Topics

Defining Resources and Roles

About Roles

Creating Roles

Assigning a Resource to a Role

About Role Teams

Creating Role Teams

Assigning a Role to a Role Team

About Resources

Adding Resources

Assigning a Role to a Resource

Assigning a Resource Team to a Resource

Configuring Resource Settings

Assigning Calendars to Resources

Configuring Timesheet Reporting for Resources

Assigning Resource Codes

Assigning Resource Rates

Assigning Role Codes

Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page

About Resource Teams

Creating Resource Teams

Assigning a Resource to a Resource Team

Assigning a Role to a Role Team



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Last Published Thursday, January 12, 2023