Modules and Views → Resources → Resource Roles

Resource Roles

You can use the Resource Roles tab to create and manage resource roles. The upper pane of the Resource Roles tab is used to view resource roles and the skills associated with each role. Click the plus symbol next to a resource role to view the skills associated with that resource role.

The lower pane of the Resource Roles tab is used to view resource role properties. Select a resource role in the upper pane. A resource role can be associated with a security role. A resource role can be associated with one or more skills.

Adding a resource role

A new resource role can be added. You can associate a list of skills to a resource role. When creating a new resource role, the associated skills and rates are added to the resource role.

To add a resource role
  1. Open the Resources module.
  2. Select the Resource Roles tab.
  3. Click New Resource Role.
  4. Type the name of the new resource role and add a description.
  5. Under Default Security Role and Rate, select the security role to which the resource role is associated and click Rates to define the rates associated with the role.
  6. Under Skill Membership, move the skills you want to associate with the resource role to the right column.
  7. Click OK.

Deleting a resource role

Any resource role that is not assigned to a resource can be deleted.

To delete a resource role
  1. Open the Resources module.
  2. Select the Resource Roles tab.
  3. Select the resource role that you want to delete, and then click Delete. You cannot delete a resource role that is assigned to a resource.
  4. Click OK.

Editing a resource role

You can edit the properties of a resource role.

To edit the properties of a resource role
  1. Open the Resources module.
  2. Select the Resource Roles tab.
  3. Select a resource role.
  4. Make your changes. Modify resource rates. Modify skills.
  5. Click Save.