Project Role's Editing View

By hovering over a role in a project you can click the pen icon which opens an editing view for the corresponding role.

The three functionalities that are available by hovering over a role

In the first tab you can edit the basic information regarding that role:

- Role
- Active / passive
- Non-external / external
- Hourly rate
- Hourly rate multiplier, %
- Hour budget (estimate)
- Organization of the role
- Which task the role is for
- Note regarding the role


In the second tab you can configure the role's competency requirements.
Managing a role can be done in the opening modal view


Role


Define which role is in question. If you allocate the role and later on need to change the role to something totally different, this would be the place.

Active

You can set if the role is active or passive for the project. If a role is set passive the future allocations will be removed simultaneously.

External


Define if the role's work is internal or external work.

Hourly Rate


The default hourly rate estimated ("forecast price") for the corresponding role. If a default hourly rate is set for the role by an admin for example, it is shown just below this field ( "Rate in user(inherited) 46.00 EUR in the above screenshot" )

Hourly Rate Multiplier, %


You can use an hourly rate multiplier if the work is agreed to have an X% raise, for example.

Hour Budget


In this field you can budget the amount of hours needed for this role in the project. As you allocate the role in grid view you can see the amount set in the calculations (in this example we have set 120 hours):

The grid view offers vital information regarding the role, such as the budgeted hours for a role


Organization


This list allows you to set an organization for your role. This can later on be used to filter roles depending on the information filled.

Task


You can select the task which the role is intended for. Managing tasks can be done in the project's tasks -view found in the project's dashboard.

As you choose a task you can also group all the roles identified with that very same task.

Note


You can add a free note for the role. As you set this note it will show up next to the role in the project's dashboard. In this example we have given it a random number "77":

Notes are useful when separating similar roles from each other, for example
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