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:
- Click Resources.
- On the Resources navigation bar, click Administration.
- On the Administration page, click the Roles tab.
- On the Roles tab:
- Click a role.
- Click the Codes detail window.
- On the Codes detail window, click Assign....
- In the Select Role Code dialog box:
- Expand a role code.
- Select a code value and click Assign.
- 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