Skip to main content
Planview Customer Success Center

Creating Organization Roles

You create roles for your organization in Admin/Organization/Roles. When you create a role, you give it a default billable rate and a default internal rate. The rates you set are used when project owners estimate labor costs.

To create an Organization role

1.      Navigate to Admin/Organization/Roles.

3.      In the All Role section, choose Menu > New.

4.      Fill out the dialog as described below:

Field

Description

Title

(Required) The name of the role. This name will appear in the list of Organization Roles when you create a project team.

Internal Rate

(Required) The average hourly rate a role costs your organization (average salary + overhead cost per Role Resource). This rate serves as a default value when you assign roles to Projects.

Average Billable Rate

(Required) The base hourly rate you normally charge a client for that role's time against a Project. This rate serves as a default value when you assign roles to Projects.

Role Group

(Optional) The group the role belongs to.

Description

(Optional) Additional information about the role.

5.      Click Save.