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Multi-Role Resourcing in Projects

 [ Enterprise | Premier ]

Overview

With Mavenlink's Multi-Role Resourcing feature, team members can perform multiple roles on the same project, so you can better manage project margins and billing rates.

MR-Assignees-Task-Details.png

When a team member has multiple roles on a project, time tracked against an assignment will automatically use the correct bill rate for the assigned role (as set in Rate Cards).

Role Types

Here's a breakdown of the different types of roles there are in Mavenlink:

  • Account Role — This is the main role assigned to a member in the Account Members page.
  • Primary Project Role — This is the main role assigned to a team member for a specific project. This defaults to the Account Role (above) unless otherwise overridden.
  • Multiple Project Roles — In addition to the Primary Project Role, a team member can be assigned and perform multiple roles within a project.

 

WHAT THE MAVENS KNOW

To get the most out of Multi-Role Resourcing, be sure to set up your Roles and have Rate Cards enabled in your Account Settings.

  

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