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.