If you have in your organization groups of people which have similar roles, rates and costs and you would like to manage them by these roles, you can add a role and use it in projects with budgeting based on participants to automatically populate their rates and costs or simply use it to assign specific roles to people in any type of projects. Now you can manage roles easier, because we added it to the Admin page.
To add a new role:
- Go to the Admin page.
- Select the tab Roles.
- Click Add button.
- Enter the Name, enter rates, costs and overtime rates if you want them to be populated in each T&M Participant project the participant will be added to with this particular role.
- Click Add below.
Now, when you create a project and add participants, you can choose in the drop down list the role you want to assign the participant to. If you don't pick a role in the Add New Participant, rates and costs will be taken from the resource on the Admin page. If it is a project in fees - rates and costs will be populated from the role on the project.
In projects with budget model in fees with time and material on participants, rates become the revenue of the project and costs are calculated to project's costs.