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Creating Roles

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

To create roles:

  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 "" Add (Insert), or click an existing role and click "" Add Child to add a role in a hierarchy. A new row is added to the Roles table.
    2. In the ID field, click and type a unique identifier for the new role.
    3. In the Name field, click and type a unique role name.
    4. To create or modify a hierarchy of roles, use the arrows """""""" on the toolbar to position the new row.

      For example, if a Project Manager role exists in the system and you just created a Design Manager role, which is a type of Project Manager, use the up/down arrows to position the new Design Manager role under Project Manager, and then click the right arrow to indent the new row.

    5. Click the Description detail window.
  5. In the Description detail window, type a description of the role's responsibilities.
  6. On the Roles tab, click the Prices detail window.
  7. In the Prices detail window, click in a rate type field and enter the rate. Repeat for all applicable rate fields.
  8. On the Roles tab, click the Limits detail window.
  9. In the Limits detail window:
    1. Click "" Add (Insert) to define the units/time for the role over time.
    2. In the Effective Date field, double-click and select the effective date on the calendar.
    3. In the Max Units/Time field, click and type the maximum work units per time for this role.
  10. On the Roles tab, click "" Save (Ctrl+S).

Tip

Click Select Columns to select any additional fields that you want in the table. Then, enter data in the additional fields you added.

Related Topics

Roles

About Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

Assigning Rates to Roles

Assigning Work Limits to Roles

Roles Tab of the Administration Page

Description Detail Window of the Roles Tab of the Administration Page

Prices Detail Window of the Roles Tab of the Administration Page

Limits Detail Window of the Roles Tab of the Administration Page


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