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Financial Management › Financially-Enabled Roles › Role Financial Properties

Role Financial Properties

You can enter values for Transaction Class and Resource Class on a role. When the team member or task assignee is a role, these values are used on cost plans and passed to the rate matrix.

Note: A new section has been added to the Role XOG schema to accommodate Transaction Class and Resource class for a role. The following code sample shows how the new section appears:

<FinancialInformation>
      <SupplementalInformation active="1" resourceClass="fmGrade3" transactionClass="fm_Labor"/>
</FinancialInformation>

Upgrade Action: (Optional) Populate the new Role Financial properties subpage, and enter Resource Class and Transaction Class values.