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. |
Source | This field displays System (system-defined code) or User (user-defined code). You cannot modify this field. |