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:
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Roles tab.
- On the Roles tab:
- Click the role you are assigning to a role team.
- Click the Role Teams detail window.
- In the Role Teams detail window, click Assign....
- In the Assign Role Team dialog box:
- Expand either the Global or User category, choose a role team, and click Select.
- 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
Assigning a Resource 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
Assigning a Role to a Role Team
Last Published Tuesday, March 26, 2024