Roles can be assigned to resources to help categorize them. Roles could be things like engineer, project manager etc. 

When assigning a resource to a piece of work, you can assign a role as a placeholder if you do not know which resource needs to do the work.

To edit a role

  • Select the resources menu option.

  • Click edit against the role you want to update.

  • Enter the role details.

To delete a role

You can only delete a role if there are no resources assigned to the role. When you delete a role, any work assigned to the role will be re-assigned to the "unassigned" res

  • Select the resources menu option.

  • Click delete against the role you want to delete.