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Create a resource role

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Create a resource role

Define project-specific roles for team members based on their skills and competencies.

Before you begin

Role required: resource_manager


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