In this article
Overview
When setting up a project and building a project team, you first put together a list of jobs or positions that the team members are supposed to do or have. Accordingly, you create a list of job roles that correspond to the job list in Birdview in the Job roles screen.
A job role (or simply role) consists of a few attributes, such as skills, default billing hourly rate and Internal hourly rate. When you consider a person for a job role, you naturally try to match the person's professional background and current skills with those of the role.
The very name "job role" suggests that a job role is assigned to a project member when it is assigned.
Adding job roles
Attention
In order to manage job roles, you need the "Manage job roles" permission enabled in your access level.
To add a job role follow the steps below:
- Click through User menu > Company settings > Job roles.
- Click + Add job role.
- As the new job role's details open on the right, fill in the available fields, i.e. Name, Skills, and Default billing hourly rate.
- Changes are saved automatically.
Job role fields
Apart from the name, a job role has three fields that have their own uses:
| Field | Description | Comments |
|---|---|---|
| Skills | A list of skills that the assignee with this job role is required to have. | Used in Resource > Planning for finding candidates for unnamed resource replacement |
| Billing hourly rate* | Default billing rate of a job role. | Used as a default billing rate for a newly created user. |
| Internal hourly rate* | Default internal rate of a job role. | Used as a default internal rate for a newly created user. |
|
*
Unlike the user's personal billing and internal rates, Birdview does not keep a rate history for job roles.
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Birdview does not keep a rate history for job roles.
Editing job roles
To edit a job role follow the steps below:
- Click through User menu > Company settings > Job roles.
- Click the job role to be edited.
- As the job role's details open on the right, edit in the available fields, i.e. Name, Skills, and Default billing hourly rate.
- Changes are saved automatically.
Deleting job roles
To delete a job role follow the steps below:
- Click through User menu > Company settings > Job roles.
- Click the job role to be deleted.
- As the job role's details open on the right, click
.
- Select Delete.
- Confirm the deletion.