Note: To create a role you will first need to create a project. Click to read how to create a project
How to create a role
1. Go to projects > List/Pipe in the menu
2. Select the project that you would like to add the role to and click to see the overview.
3. Click the tab 'roles' in the overview and the '+' sign next to 'roles'.
4. Add information in the following fields
Title of the role - mandatory
Description of the role
Start and end date (mandatory to calculate utilization and calculated order value)
Extension option date (just for information in Utilization views)
Verbal agreement date (just for information in Utilization views)
Rate - hourly or fixed (optional, but important for calculated order value and revenue forecast)
Extent - percent or hours (an important parameter for the calculated utilization rate of the consultant booked to the role)
5a. Book/Assign an employee directly to your role
If you already know who to assign to your role, you can search for the person in the search field and choose to either preliminarily assign an employee/subcontractor to the role or book the person definitively. If you choose preliminary bookings, you can also select a status for the booking by clicking on the arrow.
5b. or match your role to find an employee
Announce the role in the partner network
If you are going to announce this role you can skip the field book a person and now click save to continue to step 2 in the article "Announce roles to your partners and the Partner Network"
Use AI to add relevant skills to your role
You can also add skills using the AI feature, which will automatically suggest relevant skills for the role based on its title and description. Edit your role to auto-populate the relevant skills.
Click the three dots to edit
Add the title and description and save
