Creating Roles

Create a standard set of roles that you can assign to labor and nonlabor resources and activities.

To create roles:

  1. On the "" Navigation Menu, expand "" Resources and click Administration.
  2. On the Resources page, click Roles.
  3. On the Roles tab:
    1. Click "" Add, or click an existing role and click "" Context then select Add Child Role to add a role in a hierarchy.
    2. In the ID field, click and type a unique identifier for the new role.
    3. In the Name field, click and type a role name.
    4. In the Description field, click and type a description of the role's responsibilities
    5. To create or modify a hierarchy of roles, click "" Context and select Move Up, Move Down, Move Left, or Move Right to position the new row.
  4. Click the Units and Prices detail window.
  5. In the Units and Prices window:
    1. Click "" Add to add a new row to the table.
    2. In the Effective Date field, double-click and select the effective date on the calendar.
    3. In the Max Units/Time field, double-click and type the maximum work units per time for this role.
    4. Configure the rate and price per unit fields fields for the new effective date.
  6. Click Save.