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.

  1. If you are not already there, click the System Configuration Team Roles tab.
  2. Click the bottom row to add a new record, as seen here, and enter a value for the Name.

  3. Enter values for Discipline, Rate and Order.
  4. 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.
  5. 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.