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Planned Roles

This feature is currently in the beta testing phase and is only available to a limited number of users.

KanBo licenses having this feature:

Free

Team

Professional

Business

Enterprise

Strategic

In this article:

Overview

Planned roles define the requirements for the corresponding positions. We can add the required skills and their level to planned roles. We can also enter the billing rates associated with each of them. Once we define planned roles, we can assign them to specific resources.

Example: The Planned Roles view in the Resource Management module.

Planned roles are more than just employment positions. You can also use them in the context of high-level competencies. What’s more, you can assign them to physical resources.

One resource can be assigned more than one planned role.

Planned roles can be used as placeholders for long-term planning, i.e. you can assign them to cards as information about the character of resource needed. Later, the next step is to search for specific resources with that planned role.

Example: When the Resource Management module is enabled in space, the new Resourcing tab appears, and we can allocate placeholders to cards, e.g. Project Manager (PM).

Creating planned roles

You need the Basedata Administrator role to create a planned role.

To create a planned role:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Planned roles.
  4. Select + Create new planned role.
  5. Enter the name.
  6. Enter the description (optional).
  7. Select the work schedule.
  8. In Financials tab, enter the external and internal bill rates (optional).
  9. To add skills, in Skills tab select + Add new skill, select the skill and its level, and then confirm with the Save button.

If you already have resources that match the description, you can add them when you create a planned role.

  1. To add resources, in Resources tab, select + Assign new resource, select the resource, and confirm with the Add button.
  2. Confirm using the Add skill button.

Assigning planned roles to resources

You need the Human/Physical Resource Manager role, and be the organizational unit manager to add leave time types and a planned role to a resource.

To assign a planned role to a resource:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Resources.
  4. On the selected resource, go to Edit.
  5. On the Planned roles section, select + Assign new planned role.
  6. Select the planned role from the list.
  7. Confirm changes with the Save button.

Editing planned roles

You can edit a planned role at any time.

You need the Basedata Administrator role to edit a planned role.

To edit a planned role:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Planned roles.
  4. On the selected planned role, go to Edit.
  5. Make changes.
  6. Confirm using the Save button.

Deleting planned roles

You need the Basedata Administrator role to delete a planned role.

To delete a planned role:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata.
  3. From the menu on the left, select Planned roles.
  4. On the selected planned role, go to Delete.

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