Learning Track
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
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Assign Roles and Disciplines
Applies to
Resource Management
This Help Article Appears in the Following Learning Tracks
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. It also for detailed analysis per Role and Discipline in the Analytics section.
While individuals may have different roles or disciplines for projects, you can only assign one primary Role and Discipline per person.
To create roles or disciplines:
- Go to Account Settings >Settings.
- On the left menu, select Role or Discipline, 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