Assigning Firm Roles to a Project

You can use roles to assign people to a project. Some examples of the use of roles are to assign managerial responsibility, make assignments to worksteps, and send notifications.

When you are adding a new role, the role will immediately be available on worksteps, bill rates, notifications, and roll forward rules.

Note: Roles that are set and unable to be changed at the template and working levels are indicated by a icon in the lock column of the grid. Roles with security rights defined at the firm level are indicated by a icon.

To assign roles for a project, do the following:

1. Open the project profile.
2. Click Roles on the navigation panel.

3. Do one of the following:

   • Add a role assignment. Click Firm Roles on the button bar, or right-click and select Firm Roles from the menu to display a list of previously created roles. SeeSelecting Roles for a Project for more information.
   • Add an assignee to an existing role. Select a role in the grid and click Add Assignee. An additional assignment row is added for the role.
   • Remove a row in the grid. Select a role or assignee in the grid and click Remove on the button bar, or right-click and select Remove from the menu. Roles cannot be removed if they have been locked at the project template. If your selected row is a role, the role and all its assignees are removed. If your selected row is an assignee, only the assignee is removed.

     Note: If you're removing an assignee and a workstep assignment was assigned to the staff being removed, and there was one other assignee for the role, the workstep assignment is set to the remaining assignee.

     Explain the components of the grid.

     Component	Description
     New	A new item has been added to the project from the template.
     Role column	Lists the names of the available roles.
     Rights column	Indicates security rights associated with a role.
     Lock column	When indicated as locked, only the role itself is locked, not the rule or assignee associated with it. Note: If the item was locked at the template, the lock symbol is gray. If the item is locked at the project level, the icon is yellow.
     Assigned column	Assign a team or individuals to a role by selecting from the available list. To add additional assignments, click Add Assignee in the button bar.
     History	Click to view a history of all roles for this project.

   Note: If you add a role assignee and any workstep assignee is not updated, a message will display reminding you to review workstep assignments.

4. Do one of the following:

   • Update one project. Click one of the Save options or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window. An error message displays if you click this button before entering all required information.
   Save & New	Saves the changes and opens a new window. An error message displays if you click this button before entering all required information.
   Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
   Cancel	Exits the window without saving your changes.

   • Update multiple projects individually. Click one of the Save options or Cancel.

   Button	Description
   Save & Previous	Saves your changes and moves to the previous record.
   Save & Next	Saves your changes and moves to the next record.
   Save & Close	Saves your changes and closes the window.
   Cancel	Closes the window without saving any unsaved changes.

   • Update all selected projects. Click Reset, Continue, or Cancel.

   Button	Description
   Reset	Discards your changes in the current window and resets all sections back to their previous state.
   Continue	Compiles your changes, closes the window, and displays the All Selected Confirmation window, allowing you to review the detail of your changes. When you click Continue, the All Selected Confirmation window displays, allowing you to review the detail of your changes. Select or clear boxes to apply or remove your changes, and then click Apply.
   Cancel	Closes the window without saving your changes.