What is a role?
A role is a specific set of responsibilities assigned to an individual.
How do I create a role?
Create roles from the Manage Roles option in the Roles tile. Refer to Create new roles.
What information can I view on a role card?
Role Status: Identifies if the role is active or not.
Role Title: Identifies the role type title.
Net Ramped Resource: The effective capacity you have of that role type. This number reflects the headcount of that role count, factoring in any ramp schedules.
Productivity Profile: The number of different productivity profiles you have for a role type.
Temporary Assignments: The number of active temporary assignments (TBT, TBH, and TBR) that you have for a role type.
How do I filter a Role?
Click the quick filter button and adjust the parameters as necessary then click Filter.
How do I export a role?
Export roles from Manage Roles option in the Roles tile, refer to Export roles.
Can roles be deleted?
No. Roles can only be retired. This is to ensure that any assignments associated with the role are managed properly.