Work Roles are configured during the initial setup of a project, and can be modified or edited at any time.
Work Roles only apply to People with a Resource Assignment.

Work Role Categories classify Work Roles into groups (such as Staff, Supervisor, etc.) Work Role Categories are grouped by pre-defined Work Role Category Types (such as Manual or Non-Manual) for further definition.

Add and Edit Work Role Category Types

Work Role Category Types can be added or edited at any time. They can only be deleted if they have no associated Work Role Categories.

1. Click on Resources > People > Work Role Category Types.
   
   
   
2. To add a new Work Role Category, click  Add Work Role Category Type, enter a name, then click either Create Work Role Category Type or Create and Add Another.
3. To edit an existing Work Role Category Type, click on the  icon.
4. Edit the name, then click Update Work Role Category to save changes.
5. To delete a Work Role Category, click on the  icon.
   If a Work Role Category Type has a  icon, there is still data associated with this category and it cannot be deleted.
   In this case, edit all Work Roles Categories associated with this category to remove them, then delete the Work Role Category Type. (see next section)

Add and Edit Work Role Categories

Work Role Categories are used to group Work Roles for reporting purposes, and can be added or edited.
They can only be deleted if they have no associated Work Roles.

1. Click on Resources > People > Work Role Categories.
2. To add a new Work Role Category, click on  Add Work Role Category, enter a name and select a Work Role Category Type, then click on either Create Work Role Category or Create and Add Another.
3. To edit an existing Work Role Category, click on the  icon.
4. Edit the name and/or the Work Role Category Type, then click Update Work Role Category to save changes.
5. To delete a Work Role Category, click on the  icon.
   If a Work Role Category has a  icon, there is still data associated with this category and it cannot be deleted.
   In this case, edit all Work Roles associated with this category to remove them, then delete the Work Role Category (see next section).

Add and Edit Work Roles

Work Roles are assigned to People to identify their role on the project. Work Roles form the basis of a hierarchy of Work Role Category and Work Role Category Type.

1. Click on Resources > People > Work Roles.
   
   
   
2. To add a new work role, click on  Add Work Role, enter details as needed, then click on either
   Create Work Role or Create and Add Another.
3. Cost selector values entered against the Work Role here will supersede the Resource Usage Work References cost selector values*.
4. Work Roles need not align with HR job titles, and can instead be a generic description of the role.
5. To edit a Work Role, click on the  icon.
6. Edit details as needed in the window that opens, then click Update Work Role to save changes.

Refer to the Cost Codes Allocation Rules article for more information.