Roles Tab of the Administration Page
Overview
Use this tab to add, modify, and delete roles.
Screen Elements
Group By list
Enables you to group items in the table. Grouping gathers, or groups, together all of the data that contain the same value for the selected data field.
Add
menu
Sibling Role: Adds a role at the same level of the hierarchy as the selected role.
Child Role: Adds a role as a child of the selected role.
Actions menu
Auto Reorganize: Automatically moves items in the list to the appropriate list position or grouping band when they are changed.
Analyze Data Usage: Analyzes the usage of the data items listed in the grid.
Full Screen
Expands the current work area so it fills the entire display.
Customize View
Opens the Customize View dialog box.
Prints the Grid View.
Search
Enables you to perform a search based on the value you enter in the search bar.
Row Actions
Add Sibling Role: Adds a role at the same level of the hierarchy as the selected role.
Add Child Role: Adds a role as a child of the selected role.
Delete: Deletes the selected item.
Cut: Cuts the selected item.
Copy: Copies the selected item.
Paste: Pastes a previously cut or copied item into the selected position.
Fill Down: Copies the data from the first cell selected to all other selected cells in the same column. Use CTRL or SHIFT to select multiple cells.
Expand: Enables you to see all of the items in a hierarchical list.
Collapse: Enables you to hide subordinate items in a hierarchical list.
Move Up: Moves the selected item up within the same level in the hierarchical arrangement.
Move Down: Moves the selected item down within the same level in the hierarchical arrangement.
Move Right: Moves the selected item one level lower in the hierarchical arrangement.
Move Left: Moves the selected item one level higher in the hierarchical arrangement.
ID field
The unique identifier for the role. This column is always visible on this page.
Name field
The name of the role. This column is always visible on this page.
Description field
The responsibilities for the role.
Calculate Cost from Units option
Determines whether by default any new assignments for this role will have its costs recalculated whenever any quantity changes occur.
Resources field
The list of resources assigned to the role.
Role Teams field
The list of role teams assigned to the role.
To see the following columns, click Analyze Data Usage.
Project Count field
The number of projects and baselines currently using the corresponding data item. The number reported in this column includes all projects and baselines in which the data item is assigned, regardless of your project access. To see a list of the projects and baselines using the corresponding data item, click the link. The list you see is restricted to those projects to which you have access.
Latest Update field
The most recent date that the corresponding data item was modified.
Latest Assignment Update field
The most recent date that the corresponding data item was assigned.
Latest Summarized Date field
The most recent time that a project or baseline using the corresponding data item was summarized.
Latest Published Date field
The most recent time that a project or baseline using the corresponding data item was published.
Latest Scheduled Date field
The most recent time that a project or baseline using the corresponding data item was scheduled.
Download
Enables you to download the data as an Excel file. For hierarchical data, the top level and any expanded levels are downloaded. For flat lists, all rows are downloaded.
Collapse Dock
Collapses the dock.
Show/Hide Tabs
Enables you to configure which tabs are shown and hidden.
Roles Tab detail windows:
Resources Detail Window of the Roles Tab of the Administration Page
Prices Detail Window of the Roles Tab of the Administration Page
Role Teams Detail Window of the Roles Tab of the Administration Page
Codes Detail Window of the Roles Tab of the Administration Page
Units and Prices Detail Window of the Roles Tab of the Administration Page
Tips
- The project count includes assignments to resources, activities, and high level resource planning.
Getting Here
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Roles tab.
Related Topics
Last Published Wednesday, July 10, 2024