slide: Home

Home
Introduction
Main Menu
Manage Functional Roles
- Overview
- Create a New Role
- Enter Role Code
- Enter Role Description
- Select the T&E Check Box
- Select the Contracts Check Box
- Select the Subcontractors Check Box
- View Source
- Save the Record
Manage Project Roles
- Overview
- Enter Project
- Select Roles
- Select Users
- Click Select
- Select Apply to Lower Project Levels
- Create a New Role Assignment
- Enter Role and User
- Save the Record
Manage Contract Management Roles
- Overview
- View Available Roles
- Select the Employee Check Box
- Select the Customer Check Box
- Select the Competitor Check Box
- Select the Contact Check Box
- Select the Subcontractor Check Box
- View Source
- Save the Record
Manage Work Assignment Roles
- Overview
- View Available Roles
Functional Roles (Time & Expense)
- Overview
- Sections
  - Header
  - Basic Information Tab
  - Timesheet Rights Tab
  - Expense Rights Tab
Conclusion

Managing Roles in Costpoint