Managing Resources › How to Create Resources and Roles › Create a Role

Create a Role

You can create role profiles.

Follow these steps:

1. Open Home, and from Resource Management, click Resources.

   The list page appears.

2. Click New.

   The select resource type page appears.

3. Select Role in the Resource or Role section.
4. For Resource Type, select the type of resource you want to create. Labor is the default resource type.
5. Click Next.

   The create page appears.

6. In the General sections, complete the following fields:

   Name

   Defines the name of the role.

   Role ID

   Defines a unique identifier for the role.

   Parent Role

   Specifies the parent role for this role.

   Example: The Application Developer role is a parent to the Web Developer role.

   Category

   Defines the category used to identify its area of work for the role.

   Example: Software Development or Product Marketing.

   Availability

   Defines the number of hours in a business day that the role (or the resource replacing the role) is available for work or is expected to work. The availability number is automatically multiplied by 5, which is the number of days in a standard workweek.

   Default: 8

   Example: If you enter 7, the resource is assumed able to work 7 hours a day, 5 days a week, for a total of 35 hours per week. If you use the default of 8, the resource is assumed available to work 8 hours a day for a total of 40 hours per week.

   Booking Manager

   Indicates the default booking manager for this labor resource or role.

7. In the Organizational Breakdown Structure section, specify the OBS you want to associate with the role for security, organizational, or reporting purposes.

   Department

   Defines the department used during transaction processing of chargebacks to charge or credit departments for costs. The department can also be used to match the investment with rate and cost matrices. If a department is selected on the general properties page, this field is auto-populated. Required for chargebacks.

   Location

   Defines the location used to match the investment with debit and credit rules for transaction processing of chargebacks. If system or entity defaults indicate that the source location is taken from the investment, use location to match the investment with rate and cost matrices.

   See the Administration Guide for more information.

8. Click Save.

More information:

Edit Resource and Role Properties and Associations