Create a new role when creating a new project or clicking the + button in Current roles.
Add information in 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)
Add a consultant directly or match for relevant resource through our matching function. Read more.
You can preliminarily assign a consultant or a sub-contractor to a role or book definitively.