...
| Field | Description |
|---|---|
| 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. Changing a role's role type will not apply new role criteria. Role type is primarily used to prepopulate role criteria when the role is created. |
| Role Description | Provide a description that describes the purpose of this role. |
...