Resource Roles in Project Operations

Let’s delve into the concept of Resource Roles and how to incorporate them into your Price Lists.

Understanding Resource Roles

Resource Roles represent the specific functions or responsibilities assigned to individuals within a project. For example, “Project Manager,” “Software Engineer,” “Consultant,” “Marketing Specialist,” etc. These roles provide a structured framework for managing resources and defining their contributions to project deliverables.

Accessing Resource Roles

Let’s see how we can add Resource Roles –

1. Navigate to Resources Area and then select Resources sub-area in Project Operations App.

1. Now, navigate to Roles on the Sitemap and you’ll see some existing Roles already available out-of-the-box
   
2. If you open any existing roles, you’ll see that Billing Types the type/behavior of the Role which we’ll discuss in further sections.
   
   Now, let’s add the Resource in both Cost and Sales Price Lists in the next section.

Add Role in Cost Price List

Now, we want to assign a Cost Price to the Consulting Lead role (which is of type Chargeable). Let’s see below on how we can do this –

1. Navigate to the Organizational Units in Settings area in Project Operations since it’s easy to go than to find the Cost Price as you might not remember the exact name every time. Navigate to Settings > Organizational Units.
   
2. Now, since we had already associated a Cost Price in the previous sections, you can open the Price List.
   
3. Now, once you open the Cost Price List, go to Role prices tab and click on + New Role Price to add the existing Role to this price list and define the Cost of the Role to the organization.
   
4. Now, make sure you select the Role and also select the Organization Unit even if you have selected the Cost Price List from the Organization Unit. That’s because you can add multiple prices for the same role across different Organization Units.
   
5. Once you Save and Close, the Role Price will be defined in this Cost Price for this Org Unit.
   

   Alternatively, let’s also add the same Role in the Sales Price List as well from this series.

Add Role in Sales Price List

Let’s also add the same Consulting Lead role to the Sales Price List as well –

1. Navigate to the Sales area and then look for Price Lists. Look for the Sales Price List you created for your organization.
   
2. In the Sales Price list, go to Role Prices and click on Add New Role Price
   
3. Now Sales Prices should be higher than Cost Prices.
   
4. And once you Save and Close, it’ll be added to the Sales Price list as shown below.
   

We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com.