Replicon logo

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

Related links

All about billing
SmartBudget setup checklist