Financially-Enabled Roles

The Financially-Enabled Roles feature provides the following functionality:

Assignment of Transaction Class and Resource Class financial attributes to roles. This action lets you generate cost plans that include this combination of grouping attributes.
Generation of cost plans based on the following attributes:
- Role and Location
- Role and Department
You can use these attributes when the team member is a role and the Staff OBS Unit attribute on the team record contains either a department or a location.
Ability to separately secure the Financial Properties subpage for both resources and roles.