Help Articles Views View roles assigned to resources

How to view roles assigned to resources?

Roles are used to representing a specific set of knowledge, proficiency, or skills a person should possess to work on a project, such as a job title.

Also, roles can be assigned to specific resources to further identify those resources’ skills.

The following functionalities are placed in the Roles tab of the ribbon:

DetailsShow on bottom project information details for the selected role.
Expand AllExpands all collapsed items in a hierarchical table view.
Collapse AllCollapses all expanded items in a hierarchical table view.
CalendarView details for the assigned global, project, and resource calendars.

To enable details to be shown at the bottom of the screen. Select a role from the table to view detailed information given in the following tabs:

GeneralRole ID and Name.
ResourcesList of resources assigned to the selected role.
PricesPrice/unit rates for each role.
LimitsRole availability over time.


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