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view and edit high level role information |
Info |
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The role summary gives you a quick overview of high level role information. It's typically used by project managers and schedulers. |
To reach this area open any Role and go to the Notes tab.
Permissions and Settings
The following people can view roles.
- cost center permission View Projects - can view all roles on these projects
- anyone on the PM Team - can view all roles on their projects
- users with a role shared to them - can view shared roles only
- resources who are allowed to request or book themselves - can view only their own roles
The following people can edit role summary information.
- Engagement/Project Managers with the stage permission Create Roles
- Anyone with the cost center permission Maintain Projects and Engagements
Role Info
View high level information about this role.
Field | Description |
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Project | Project name and project code as set on the Project Info Tab |
Role Name | Role names should identify what the resource will be working on. A resource can have multiple roles, often at different billing rates. So you may have a PM role and a Delivery role for Jim. Accurate names allow him to categorize his time accurately too. Role names are often shown on invoices. |
Role Type | Role types allow you to pre-populate basic information about what kind of resource should deliver this role. For example, Engineers in the USA cost center and Boston location. It is also a reporting construct. See Role Types Editor to learn more. |
Role Description | Provide a description that describes the purpose of this role. |
Resource Summary
This is a very useful section that provides quick access about the resource assigned to this role.
Field | Description |
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Resource | Resource's display name |
Title | |
Department | |
Cost Center | |
Location | |
Resource Type | |
Profile | |
History | |
Availability | |
Schedule |
Schedule Summary
View this roles start date, end date, and the next 52 weeks of scheduling data on this project.
Field | Description |
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Start Date | Resources cannot enter time or expenses prior to this date. |
End Date | Resources cannot enter time or expenses after this date. |
Hours Summary | The graph shows two line charts for the next 52 weeks of scheduling data.
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Other Fields
At this time, the only other field supported is a PO #.
Field | Description |
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Purchase Order Number | See Purchase Orders for more information about how POs are modeled in Projector. |