Previous Topic

Next Topic

Book Contents

Assigning Work Limits to Roles

Assign role work limits to define the maximum amount of work units the selected role can perform in a single work period.

To assign limits to a role:

  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 a role.
    2. Click the Limits detail window.
  5. In the Limits detail window:
    1. Click "" Add (Insert).
    2. In the Effective Date field, double-click to open the calendar and choose a date to start the Max/Unit limit.
    3. In the Max Units/Time field, click and type the maximum work units per time for this role. Enter these values as units per duration or as a percentage, depending on your choice in the Time Unit Format area on the Global tab of the My Preferences page.
  6. On the Roles tab, click "" Save (Ctrl+S).

Related Topics

Roles

About Roles

Creating Roles

Assigning a Resource to a Role

Assigning a Role Team to a Role

Assigning Rates to Roles

Roles Tab of the Administration Page

Limits Detail Window of the Roles Tab of the Administration Page


Copyright information