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Planview Customer Success Center

Add a Job Title and assign members

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Job Titles can be used to create classifications for specific jobs performed in the company. In addition to classifications, Job Titles have a role in the Financial realm as Job Titles include hourly working rates. Users with Financial permissions can set rates for Job Titles. 

  •  Admins, Users with Financial or Super user permissions can create Job Titles classifications for specific jobs performed in the company. Users with Financial permissions can set rates for Job Titles.

Adding a new Job Title

  1. Go to the Job Title module. The Job titles list opens.
  2. From the common ribbon, click Add Job Title.
  3. Enter the required information in the corresponding fields.
  4. If you have financial permissions, you can define rates for the job title.

Adding Members to a Job Title

  1. To add new members to a job title, click Add Members.
  2. Filter through resources within the organization and select one or multiple members. 
  3. Once you are done click OK.

Note: Resources that have previously been assigned job titles will be reassigned to the new selected job title.