Basic Information

Functional Role Code

Enter up to 10 uppercase, alphanumeric characters for the functional role code. Each Functional Role Code must be unique. Although this code does not display in other screens, you should assign a meaningful code because this field can be used in user-defined reports/inquiries.

Description

Enter a unique functional role description of up to 30 characters.

Type

Select the type of functional role from the drop-down box. The available options are "Employee," "Charge," and "Employee and Charge." "Employee" will display as the default when you add a new record.  Please review the "Functional Roles" section of the Deltek Time Collection Getting Started Guide for detailed information.

General Rights

Modify Charges

Select this checkbox to give users that have this functional role the rights to modify charge information in the UDT01 or UDT02 maintenance screens based on where their role is assigned . If you are adding a new Functional Role Code, this checkbox will be unchecked by default.

Approve Charges

Select this checkbox to give users that have this functional role the rights to approve charges on timesheets and expense reports based on where their role is assigned for the charges (either UDT01 or UDT02 type charges). If you are adding a new Functional Role Code, this checkbox will be unchecked by default.

Modify Employee Data

Select this checkbox to give users that have this functional role the rights to modify employee information. If you are adding a new Functional Role Code, this checkbox will be unchecked by default.

Modify Employee Group

Select this checkbox to give users that have this functional role the rights to modify the employee group information where they have this role over the group. If you are adding a new Functional Role Code, this checkbox will be unchecked by default.

Delegation Rights

Allow Delegation

Select this checkbox to give users that have this functional role the rights to delegate their tasks to another functional role when they are unavailable to perform those tasks themselves.

Functional Role

Use this drop-down box to limit the delegation of this functional role to one specific functional role. If you leave this field blank, the functional role can delegate to any other functional role that has been set up.

 

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