Assigning Role Codes

With potentially hundreds of roles in use across the enterprise, role codes provide an efficient means for tracking and sorting roles for reporting or analysis.

Use this procedure to assign role codes to roles. Once assigned, you can categorize roles using codes.

To assign resource codes:

  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 a role.
    2. Click the Codes detail window.
  5. On the Codes detail window, click Assign....
  6. In the Select Role Code dialog box:
    1. Expand a role code.
    2. Select a code value and click Assign.
  7. Click Save.

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

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 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



Last Published Thursday, February 1, 2024