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Comment: Added a note about role types being applied only during role creation.

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Info

A role on a project describes who will be delivering a portion of a project. That could be a project manager, a support engineer, or anything you can imagine. Role Types allow you to quickly populate new roles with required criteria. For example, I need an engineer from the software department in London or Cambridge. To learn more about roles, see Roles.

Below is a list of all the criteria you can specify.

  • Departments
  • Titles
  • Cost Centers
  • Locations
  • Resource Types
  • Skills
  • Allocation Percentage
  • Billing Title

You can also set your preferred criteria. For example, although this role could be filled from many locations, I prefer one from the Boston office.

Info

Criteria from Role Types are used only during role creation. Changes to a role's type after the role has been initially created will not drive updates to the role criteria.


Note
titleManagement Portal

The Management Portal does not support the concept of Role Types. You'll need to use Projector Web to leverage these features.


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