Creating Role Teams

Use this procedure to create role teams. Role teams let you categorize roles so you can view and analyze data that relates to a specific group that interests you. When working with tabs and pages that display role data, you can choose to organize the hierarchy by role team, then choose to view team data, such as total units for the team, or individual unit values for each team member.

  1. Click Resources.
  2. On the Resources navigation bar, click Administration.
  3. On the Administration page, click the Role Teams tab.
  4. On the Role Teams tab:
    1. Click either Global or User.
    2. Click Add.
    3. In the Name field, click and type a role name.
    4. Click Save.
  5. Assign roles to the role team.

Related Topics

Defining Resources and Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

About 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



Last Published Thursday, February 1, 2024