Creating Roles
Create a standard set of roles that you can assign to labor and nonlabor resources and activities.
To create roles:
- Click
Resources. - On the Resources navigation bar, click
Administration. - On the Administration page, click the Roles tab.
- On the Roles tab:
- 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. - In the ID field, click and type a unique identifier for the new role.
- In the Name field, click and type a unique role name.
- 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.
- Click the Description detail window.
- In the Description detail window, type a description of the role's responsibilities.
- On the Roles tab, click the Prices detail window.
- In the Prices detail window, click in a rate type field and enter the rate. Repeat for all applicable rate fields.
- On the Roles tab, click the Limits detail window.
- In the Limits detail window:
- Click
Add (Insert) to define the units/time for the role over time. - In the Effective Date field, double-click and select the effective date on the calendar.
- In the Max Units/Time field, click and type the maximum work units per time for this role.
- 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.
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