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.
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Role Teams tab.
- On the Role Teams tab:
- Click either Global or User.
- Click Add.
- In the Name field, click and type a role name.
- Click Save.
- Assign roles to the role team.
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
Assigning a Role to a Role Team
Last Published Tuesday, March 26, 2024