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
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. If you wish to re-activate a role, this would be the place.
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. The hourly rate can be inherited from the role's hourly rate, person's hourly rate etc.
Hourly Rate Multiplier, %
You can use an hourly rate multiplier if necessary.
Hour Budget
You can budget the amount of hours needed for this role in the project. This value is used in some of Silverbucket's role based calculations, like in grid view and information modes.
Allows you to set an organization for your role. This can be used to filter roles based on their organizations, for example.
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. You can also group by roles with this information.
Note
You can add a free note for the role which will show up next to the role in the membership listing.