Defining roles (AC/BR)

Roles are codes that identify a resource's job or role in relation to activities. You can create names and descriptions of roles that are specific to your organization. You can also add organization-specific names and descriptions for the three system-defined roles that are delivered with your application. You assign the roles to resources when you assign any type of resource to an activity.

Access Roles (AC03.8) in the User Defined tab.
Define the user-defined roles. These are roles specific to your organization. Specify this information:

Role

Specify a code that identifies a role that a resource has in relation to an activity. For example, "QA" for the role of Quality Analyst.

Description

Provide a description of the role.
Select the System Defined tab. Specify this information:

Role

Specify a code that identifies the Project Manager, Administrator, or Principal Investigator roles for your organization.

In Lawson Billing and Revenue, Project Manager, and Administrator are part of additional contract information and print on reports and invoices.

In Lawson Grant Management, the Principal Investigator role prints on reports.

Description

Provide a description of the role.