Create a resource role

You can define project specific roles for the team members based on their skills and competencies.

Before you begin

Role required: resource_manager

Procedure

  1. Navigate to Resource > Resources > Resource Roles.
  2. Click New.
  3. Fill in the fields.
    Table 1. Resource Role form
    Field Description
    Name The name of the resource role.
    Note: The resource role name should be unique. It is not possible to create duplicate roles.
    Hourly rate The hourly rate for the resource role used for calculating the task cost based on time worked.
    Description A detailed description of the resource role.
  4. Click Submit.

Result

The new role appears on the Resource Roles list.