Applies to
Capabilities
Who can use this capability
Resourcing Administrators can assign roles and disciplines.
Assign roles and disciplines
Assigning roles and disciplines to people allows you to set up bill rates for roles and disciplines that people can automatically adopt from your bill rate matrix. And in Reports, you can use role and discipline to conduct a thorough analysis of your team.
Who can use this?
Plans:
- Resource Management
Permissions:
Resourcing Administrators can assign roles and disciplines.
Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.
While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person.
Create roles or disciplines
- Open Account Settings.
- If you are working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
- If you are working in standalone Resource Management, select Settings > Account Settings.
- On the left menu, select Roles or Disciplines.
- Enter the new Role or Discipline and select Add.
To edit or delete existing roles and disciplines, select the role or discipline row and either Delete or make edits then select Save.
Sample roles
Role indicates the level or title of the person within the organization.
Examples include:
- Junior
- Senior
- Director
- Associate
Sample disciplines
Discipline indicates the type of work a person does within the organization, most often what department they’re in.
Examples include:
- Design
- Strategy
- Research
- Development
- Account Management