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Assigning a Role Team to a Role

Using role teams can simplify resource planning. You can do this from either the Roles tab or the Role Teams tab in the Resource Administration area. Use this method if you want to view all role teams assigned to a particular role.

To assign a role to a role team:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Administration.
  3. On the Administration page, click the Roles tab.
  4. On the Roles tab:
    1. Click the role you are assigning to a role team.
    2. Click the Role Teams detail window.
  5. In the Role Teams detail window, click "" Add (Insert).
  6. In the Select Role Team dialog box:
    1. Expand either the Global or User category, choose a role team, and click Assign.
    2. Choose any additional role teams and click Assign.
    3. Click Close.
  7. On the Roles tab, click "" Save (Ctrl+S).

Tips

You can also assign a role to a role team from the Role Teams tab. Use this method if you want to view all roles assigned to a particular role team. See Assigning a Role to a Role Team.

Related Topics

Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning Rates to Roles

Assigning Work Limits to Roles

Roles Tab of the Administration Page

Role Teams Detail Window of the Roles Tab of the Administration Page


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