The name for the role, such as 'programmer' or 'designer'. How you name your roles is up to your organization, but keep in mind the following. Projector's default A200 and A300 invoice templates display the resource's role name for the client. For this reason you may want to use customer-facing role names. For example, you call your documentation people 'writers' internally, but your client expects them to be called 'copywriters.' Other organizations may want to match the resource's title with their role name.
Some projects are open for anybody to submit time. If someone submits time to the project who does not yet have a role, one is created on the fly by Projector. These dynamically created roles default to the resource's display name.
|Resource||This will be either a resource's name or 'unnamed.' An unnamed role has not yet had someone assigned to it. It is a placeholder until such a time that an allocation can be made.|
The resource's department. In the case of an unnamed role it will be the requested department.
The department displayed depends on a few items. The reason it may vary, is because a resource's department may change mid-project. So we do our best to guess the most appropriate department. If we guess wrong, you can override the through the role editor.
The resource's title. In the case of an unnamed role it will be the requested title. This column always reflects the resource's actual title.
Projector has the ability to override the title used for billing by editing the role. This override does not affect the display of this column.
The title displayed depends on a few items. The reason it may vary, is because a resource's title may change mid-project. So we do our best to guess the most appropriate title. If we guess wrong, you can override the through the role editor.
The resource's cost center. In the case of an unnamed role it will be the requested cost center.
The cost center displayed is the resource's department as of their role start date. If they have no start date, then it will be as of the project's start date. Reason being, we assume that at the start of the role/project was the intended department/title for the duration of the project. If an update is required, you can make a new role with a later date or you can edit the role and put in an override.
|Location||The resource's location. In the case of an unnamed role it will be the requested cost center.|
Specifying Start and End dates for roles enables you to restrict: (1) the ability for a role to be scheduled, and (2) the ability for the resource to report time for that role. This feature is useful if your organization uses contractors and you would like to limit his/her ability to enter time on projects. Note that start and end dates must be within the confines of the project's Begin and End dates, as specified on the Project Info tab of the Project Editor.
Start and End dates restrict:
Dates must be compatible with:
|Click the squares icon or double click in any row to open the Role Editor. The role editor provides access to a number of advanced features like billing rate overrides, visual scheduling, role history, and more.|