Assign Roles and Disciplines

Applies to

Resource Management

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:

  1. Go to Account Settings >Settings.
  2. 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