Contents of the Manage Functional Roles Screen

Use the fields and options to configure the Manage Functional Roles screen.

Table Window

System-defined functional roles automatically display when you first open this screen. You can also add new roles by clicking New.

Field	Description
Role Code	Enter a role code. There are several Costpoint-defined functional role codes that display automatically in this field. You cannot modify or delete these system codes. For user-defined codes, you will not be able to delete a code that has the T&E, BI, Capture & Contracts, and/or Subcontractor Management checkbox selected even if that code has not yet been used in any Costpoint application.
Description	Enter a description for new role codes. For existing codes, you can modify this field for both user- and system-defined role codes.
T&E	If your version of Time & Expense is co-deployed with Costpoint, select this checkbox to make this role code available for use in applications in the Time & Expense domain. Any roles with this checkbox selected will be displayed on the Functional Roles screen in Time & Expense. If you are using stand-alone Time & Expense deployments, this checkbox will not affect any of your settings in Functional Roles.
BI	Select this checkbox to give the role secured access to project data in packages that have project-level security, such as Project Reporting, Projects Analysis, and Accounts Receivable packages.
Capture & Contracts	Select this checkbox to make this role code available for use on screens in the Capture & Contracts domain.
Subcontractor Management	Select this checkbox to make this role code available for use on screens in the Subcontractor Management module in the Projects domain.
Planning	Select this checkbox to make this role code available for use on screens in the Planning domain. After you save the role, it becomes available to budget security screens in Planning. The screen you use to add the role depends on whether your company sets budget security at the project level or by org ID.
Source	This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.

Note: If you clear a checkbox for a role that has already been used in a record, that role may no longer display on the respective Roles screen or may be visible but disabled, but the record where it was used will not be affected. For example, if you clear the Capture & Contracts checkbox for a role that was used in Manage Opportunities, that role will display on the Manage Contract Management Roles screen, but no checkboxes will be selected on the Manage Contract Management Roles screen and the opportunity record will not be affected.