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.
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.
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.
Role indicates the level or title of the person within the organization.
Examples include:
Discipline indicates the type of work a person does within the organization, most often what department they’re in.
Examples include: