Project Role's Editing View

By hovering over a role in a project you can click the pen icon which opens an editing view for the corresponding role.

In the first tab you can edit the basic information regarding that role:
Role
Active / passive
Non-external / external
Hourly rate
Hourly rate multiplier, %
Hour budget (estimate)
Organization of the role
Which task the role is for
Note regarding the role

In the second tab you can configure the role's competency requirements:

Role
Define which role is in question. If you allocate the role and later on need to change the role to something totally different, this would be the place.

Active
You can set if the role is active or passive for the project. If a role is set passive, the future allocations will be removed simultaneously. If you wish to re-activate a role, this would be the place.

External
Define if the role's work is internal or external work.

Hourly Rate
The default hourly rate estimated (=forecast price) for the corresponding role. The hourly rate can be inherited.
Inheriting rules
1. Use Project invoicing price groups (API) price if user has invoicing price group set and project has project invoicing price groups
2. Take from the user.
3. If None, try to find it from the given role.
4. If role not given, fetch it from the user's default role.

Hourly Rate Multiplier, %
You can use an hourly rate multiplier if necessary.

Hour Budget
You can budget the amount of hours needed for this role in the project. This value is used in some of Silverbucket's role based calculations, like in the  Grid⁠  view &  Information⁠  views.


Organization
Allows you to set an organization for your role. This can be used to filter roles based on their organizations, for example.
If you leave this information empty and the project has an organization set, the project's organization will automatically be used as the role's organization.
 
Note: this organization information does not show up in the UI and can be overwritten by selecting any other organization in this view.

Task
You can select the task which the role is intended for. Managing tasks can be done in the project's tasks view found in the Project's Dashboard. You can also group by roles with this information.

Note
You can add a free note for the role which will show up next to the role in the membership listing.