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CPRO_PRP_ROLE - Define Role Types

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Use

Resource planning requires you to create roles for each project. In this Customizing activity, you define possible role types and assign them to the project types. These role types are then used as default values in the application when you create roles. The role type determines, for example, how a role is to be staffed (see Staffing Type).

Note:

• You can also assign role types to project types in the Customizing activity Define Project Types. We recommend that you use the Define Project Types activity if you want to assign multiple role types to a project type. Use the Define Role Types activity if you want to assign multiple project types to a role type.

• If you have changed the staffing type of a role type and you want existing roles to be adjusted accordingly, you need to perform the Customizing activity Synchronize Roles to Staffing Type.

The role describes the function exercised by a resource in a project. It contains information about the qualifications the resource must have and when and how long the resource will be available for.
A similar resource description can be found in organizational management where the required resources for the organizational plan are described by the positions.

You can assign authorizations as default values for each role type. If a user staffs a role via his or her business partner of the type 'employee', the authorizations of the assigned role type are set for the user in the project definition or project template.

Note:

• You can only extend existing authorizations.
  Example: If 'write' authorization is active for a user in the project definition and the default authorization of the role type is 'read', the authorization is not changed. If, the other way round, 'read' authorization is active and the default authorization is 'write', the authorization for the user is changed to 'write'.

• Changing a role type in a role can lead to the users from role staffing having their authorization extended in the project definition or project template.

• If you assign multiple authorizations to the role type within the main authorization chain ('admin', 'write', 'read', 'none'), the system always uses the highest assigned authorization. 'Admin' is the highest authorization, followed by 'write', 'read', and then 'none'.
  In addition, you can assign other authorizations of your choice ('evaluate', 'accounting', 'resource management', 'staffing manager', or 'candidate manager') to the role type.

• The default authorization does not influence the authorization that is set in a project element if a responsible or editing role or resource is assigned there. In this case, 'write' authorization is always assigned in the relevant project element for the users from role staffing provided that the authorizations 'write' or 'admin' are not already active there.

Requirements

Standard settings

The role types delivered with the standard system (and named accordingly) each have an authorization from the main authorization chain assigned to them.

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