Creating Roles
Create a standard set of roles that you can assign to labor and nonlabor resources and activities.
To create roles:
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Roles tab.
- On the Roles tab:
- Click Add, or click an existing role and click Row Actions then select Add Child Role to add a role in a hierarchy.
- In the ID field, click and type a unique identifier for the new role.
- In the Name field, click and type a role name.
- In the Description field, click and type a description of the role's responsibilities
- To create or modify a hierarchy of roles, click Row Actions and select Move Up, Move Down, Move Left, or Move Right to position the new row.
- Click the Units and Prices detail window.
- In the Units and Prices window:
- Click Add to add a new row to the table.
- In the Effective Date field, double-click and select the effective date on the calendar.
- In the Max Units/Time field, double-click and type the maximum work units per time for this role.
- Configure the rate and price per unit fields fields for the new effective date.
- Click Save.
Related Topics
Assigning a Resource to a Role
Assigning a Role Team to a Role
Assigning a Role to a Role Team
Assigning a Role to a Resource
Assigning a Resource Team to a Resource
Assigning Calendars to Resources
Configuring Timesheet Reporting for Resources
Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page
Assigning a Resource to a Resource Team
Last Published Tuesday, March 26, 2024