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Functional role

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Location: File Functional role

 

Prerequisites:

None

 

Overview:

A functional role consists in the set of attributes, qualifications, skills, and knowledge, such as system analyst, system programmer, coordinator, etc., to be performed by a member of the project team. In the first quadrant of this menu, the search filters are displayed, which allow you to locate the desired functional roles more easily. The second quadrant displays the functional roles added to the system, while the third quadrant displays the users associated with the functional role selected in the second quadrant.

 

Specific buttons:

Click on this button to add a new functional role. See further details about this operation in the Creating a functional role section.

Click on this button to edit the functional role selected in the list of records.

Click on this button to delete the functional role selected in the list of records.

Click on the arrow next to this button to configure and report all records or only selected records, set up a new report, or associate an existing report, or to view the parameters that can be used to set up new reports.

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve records based on specific information.