Typical Standard Roles

Role in Maconomy	Description	Responsibilities
Employee	Employees use the system to enter their time and expenses incurred working on given projects.	Employees must submit time sheets and expense entries in accordance with company policy. Therefore, the Employee can: Create and submit time and expense sheets, requisitions, and purchase orders View assignments on projects and To Dos Request absence
Project Manager	A Project Manager manages given projects on a daily basis. A Project Manager may be responsible for one or more projects within the company. The project is handed over to the Project Manager from the Sales Department. Subsequently, the Project Manager handles the project from creation to delivery. During the project execution phase the Project Manager creates project budgets and plans, attends project meetings with customers, and attends internal meetings with the project team. In addition, the Project Manager controls project costs as well as the employees who are assigned to the project.	Project Managers are responsible for delivering the project on time with appropriate quality and price. Therefore, the Project Manager can: Create projects Create, submit, and approve budgets Plan the project Approve time and expense entries on the projects for which they are the Project Manager Determine the progress of the projects for which they are responsible Create, submit, approve, and print invoices Run Project Manager reports
Project Administrator	The Project Administrator supports the Project Managers in the daily administrative tasks. The Project Administrator is typically a more system-oriented person who has access to more complex tasks.	The Project Administrator is responsible for the administrative tasks related to projects. Therefore, the Project Administrator can: Perform the same activities as the Project Manager Follow up on project details Perform project accruals, revenue recognition, project reallocations, and batch invoicing
Department Manager	The Department Manager is the person whom the employees see as their daily manager in relation to personnel issues. This person takes care of assigning resources to projects in the company and is responsible for the daily management of the department. The Department Manager uses the system for reporting and to approve time and expense sheets for the employees in the department.	The Department Manager manages the department on a daily basis with full responsibility for the department’s P&L. In addition, it is the Department Manager’s responsibility to manage the employees in the department. The Department Manager is also responsible for monthly reporting to the Finance Department. Therefore, the Department Manager has access to: Approve time and expenses for the employees in their department Approve absence requests Run Department Manager overview reports as well as customer and project reports for the projects in the department The recruitment processes for the department Manage resource plans (if People Planner is included as an add-on)
Account Manager	Account Managers generate new sales/business for the company. They meet with potential customers, demonstrating new products and services in order to create more sales and revenue for the company. The Account Manager conducts sales presentations and workshops together with other staff. During the sales phase, the Account Manager controls the sales phases.	The Account Manager is responsible for generating leads as well as creating proposals for and contracts with existing and new customers. Therefore, the Account Manager has access to: The Full CRM system (the CRM system is an add-on to the solution) See Win New Business and Manage Clients: CRM (Add-On).
Controller	Within the Finance and Accounting Department there may be various roles in which one person is responsible for A/R and another for A/P, and so on. In general, though, they execute the back-office function of the Finance Department. The Controller role is responsible for analyzing the individual projects and department results and providing financial advice to managers based on this analysis. The Controller also follows up on projects and assists in estimating new projects.	The responsibility of the Controller role covers controlling daily postings and reporting on the financial statement of the company, including budgeting, tax settlements, and tax reporting. The Finance and Accounting Department ensures that monthly deadlines are met in terms of invoicing, budgeting, and reporting. Therefore, the Controller has access to: General Ledger Financial Budgeting A/R A/P Banking Fixed Assets Projects Sales Orders Note: All roles start with a platform of Employee role capabilities. The following table describes the additional capabilities. Subscription Orders