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Help Project Managers

Setting up roles

Each project resource can be assigned a primary and secondary role. You should set up a role for each role used in project resourcing in your organization, and associate it with a default billing and cost rates. Project managers can customize role rates on a per project basis.

To add a role:

  1. Go to Administration > Projects > Project Roles.
  2. Click the + Add Project Role button.
  3. Enter a name and description.
  4. Enter default hourly cost and billing rates, and a default target utilization percentage for the role.
  5. Choose whether the role is billable or non-billable, enabled or not. And add skills that are associated with the role, if desired.
  6. Click +Add Project Role.

Related links

All about billing
SmartBudget setup checklist