How to use generic roles in GroupCamp. How to create and assign generic roles to users
This GroupCamp FAQ explains how to use generic roles in GroupCamp. How to create and assign roles to users. How to use roles with the Scheduling module, with the budgets per role, with the Timesheet module and for Cost control.
In this article:
- How to use generic roles in GroupCamp
- Create roles. Assign roles to users.
- Manage role costs
- Import an Excel file to update the costs of roles
Roles correspond to the functions or professions that you use for your quotes and invoices.
- Ex. For the building sector: Painter, Mason, Electrician, Material, etc.
- Ex. For digital agencies: Designer, Integrator, Editor, Web Developer, Project Manager, etc.
Roles are assigned to users with effective dates. The evolution over time of a user's roles can be managed on a monthly basis. The role "[-] Default" is assigned to the creation of a new user.
You can allocate a job to one or more roles with the apps of the Scheduling module.
Example: The person who has to do the work is not yet known but you know that you need a Project Manager. Allocate the job to the Project Manager role.
The jobs allocated to roles become Jobs to allocate which are presented in the apps of the module and in particular with the Workload plan per role.
The Workload plan per role allows you to view the availability of your resources based on their roles. You visualize the underloads and can anticipate the overloads by role.
In each project, you can use the Budget by role to describe the Planned work. Roles are used to define budget lines.
The Actual work is equal to the sum of the time spent recorded in the project (Entering with Timelog and Timesheet apps).
The calculation of the Actual work in the project takes into account the effective dates of the roles of your users (when a user changes role, her/his time spent records are imputed on a new line taking into account the effective date of the new role).
You can also extract the time spent by role of a project.
To learn more about budgets, check out this FAQ: How to use the budget of a project. How to set up the Budget module.
The Cost management module calculates the cost of the time spent recorded in projects. The Cost management by role feature allows you to use an estimated average cost for each role to value time spent recorded in projects.
Note: The Cost management by user feature is also available.
Reports module allows authorized users to access the Cost Control tab.
In the main menu bar, click Users. In the application, use the Roles menu (or as here: Roles & Costs when the Cost management module is enabled in your account).
With the Roles & Costs tab, you can create and list your roles.
Roles cannot be delete. You can make a role inactive by editing the role and unchecking the Active role box.
Changing the role of a user is done in the Roles tab of the User window (or as below: Roles & Costs when the Cost management by user feature is enabled in your account).
When the Cost management by role feature is enabled in the Cost management module, you can manage the costs of your roles on a monthly, quarterly, yearly basis, or when you have decided to update your cost estimates.
Use the Edit button on the first column of each role.
In the Role window, you can manage cost changes for the role.
When you decide to update the costs of your roles you can use an Excel file to import them at one time.
Use the Import / Export menu of the Users application.