Applies to

Resource Management


Who can use this capability

Resourcing Administrators can assign roles and disciplines.

Assign roles and disciplines

Assigning roles and disciplines to people allows you to set up bill rates for roles and disciplines that people can automatically adopt from your bill rate matrix. And in Analytics, you can use role and discipline to conduct a thorough analysis of your team.


  • Resource Management


Resourcing Administrators can assign roles and disciplines.

While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person.

Create roles or disciplines

  1. Go to Settings > Account Settings.
  2. On the left menu, select Roles or Disciplines, then enter the new Role or Discipline. 

Sample roles

Role indicates the level or title of the person within the organization.

Examples include:

  • Junior
  • Senior
  • Director
  • Associate

Sample disciplines

Discipline indicates the type of work a person does within the organization, most often what department they’re in.

Examples include:

  • Design
  • Strategy
  • Research
  • Development
  • Account Management


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