Search

Resource Details - Roles page

Common Questions

Related Links

Use the Roles page of the Resource Details tab to view and assign roles to the resource you selected on the Resources Home page.

Field Definitions

Assign Roles
Click to view a list of roles. To assign a role to the resource, select a role in the list, then click Assign. Click Close to return to the Roles tab.
Role
Lists the name of the role(s) assigned to the resource. Click a role name to view or modify the following role details:

Proficiency - click the arrow to change the skill level of this role for the selected resource

Primary role - mark or clear the checkbox to designate whether this role is the primary role for the resource.

Remove Assignment - click to remove an assigned role from the selected resource.

Save/Cancel - click to save or cancel your changes and return to the Resource Details - Roles page.

Proficiency
Lists the resource's skill level for each assigned role.
Note: To view this column, you must have the required security privilege.
Primary Role
A checkmark indicates that this is the resource's main role; a role without a checkmark indicates that this is a secondary role for the resource. You can only assign one primary role per resource; a resource is not required to have a primary role.