Set and adjust roles
====================

.. index:: Set and adjust roles

Rillsoft Project allows you to define roles in a flexible way, because
you can set different quality ranks with graded cost rates for roles. We
recommend you to define roles in a way that allows you to manage them
in groups. You should define a group for each of the roles
individually (example: floor tiler, carpenter, ...)

Enter the qualification and corresponding cost rate directly in
the group (example: carpenter - foreman, master, craftsman, apprentice,
etc.).

In order to set and adjust roles, do as follows:

- Select the menu item **Start > Properties > Resource**.

|image0|

The dialogue box **Resource pool** opens.

- Select the tab **Roles**.

|image1|
   
- Create a new group by clicking on the button **New group** or on the
  row that is marked with an asterisk (\*), enter a new group name in
  the column **Role**.
- Enter a specific role in this group in the row (column
  **Qualification**).
- You can enter more qualification ranks in the empty row below in the
  column **Qualification**, which copies the group name automatically.
  **Note:** To change the role name, you need to do this in the
  first group row, which automatically transfers the group name
  to all the other saved qualification ranks.
- Enter a specific value in the column **Code** to exchange data with
  other applications.
- Enter the costs per hour in the field **Costs**.
- After a particular date, you can enter either a coefficient for an
  existing unit price or a new unit price per hour and role in the
  field **Cost adjustment**.
- If necessary, enter a note in the field **Notes**.
- Click on the button **OK**.

**Import / export of roles**

Click on the button **Export** to export a resource to a TXT file or on
the button **Import** to import resources.

**Import / export fields:**

-  [ID]
-  [Role](required field)
-  [Code]
-  [Qualification](required field)
-  [Costs]
-  [Cost adjustment]
-  [Notes]

The individual fields are separated by a hash key "#".

Sample of an import file:
  #Stucco plasterer, plasterer##Foreman - construction#23.00##
  
**Note:**

- You can search for roles in the field **Filter**. Enter the search
  phrase (or a part of it) in the field.

.. |image0| image:: ../images/reference_menu.png
            :alt:
.. |image1| image:: ../images/reference_property_skill.png