Set and adjust rolesΒΆ

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.

The dialogue box Resource pool opens.

  • Select the tab Roles.

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  • 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.