Add a Team Role
You may have already defined team roles in your financial system's database. Perform the following steps to add more roles for use in Project Analyzer.
- If you are not already there, click the System Configuration Team Roles tab.
- Click
the bottom row to add a new record, as seen here, and enter a value for
the Name.
- Enter values for Discipline, Rate and Order.
- Mark the Active check-box to show the new team role in Project Analyzer. Active roles appear in the Team Role column on the Team tab.
- Click Save Changes in the System Configuration toolbar when finished.
Note: To delete a team role, mark the Delete check-box for the specific record. Click Save Changes to remove the row.