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Roles List Editor
We've included several sample role definitions to give you an idea of the kind of information needs to be included in this section. Feel free to use the Cadence-supplied roles, or use them to customize your own.
To include any of the Cadence-supplied roles, simply select the role you'd like to use in the left pane and select the Move button to move the role to the right pane. With multiple roles, you may want to reorder using the up and down Move buttons on the right side of the editor.
Role Creation
You have two options when it comes to customizing the role definitions to your own project and organization. You can either create a new role based on the Cadence-supplied roles, or start from scratch with a new, blank role. You can't delete the Cadence-supplied roles or change them permanently - they'll always be there if you need to revert to the originals.
From the Roles List Editor, select Add or Edit. You'll see the Role Creation Editor. The editor itself is the same whichever option you select, however Add gives you a blank editor and Edit gives you the current selected role. You'll be prompted to save the roll under a new name, which will appear in your list of roles on the Roles List Editor.
Role Title
The Role Title is the title of the role as it will appear in the finished project plan.User Defined Name
The User Defined Name will help you identify the role in the left pane of the Roles List Editor. It will not appear in the finished plan.Role Description
The Role Description is paragraph-formatted text. This is a good area to describe the overall nature of the role and it's relation to the organization and the project.Role Responsibilities
The Role Responsibilities is list-formatted text. This is a good area to describe the specific contribution of the role to the project.Click Save to close the Role Creation Editor and save the role to your roles list. Remember to include the role in your plan by moving it to the right in the Roles List Editor.
Use the Resource Editor to keep track of your team. You'll find fields for the resource name, resource initials, department or functional unit, phone, and email address. You can reorder and delete selected resources by using the move buttons on the right. By default, the Project Manager's information is first in the list and, if entered in the Project Properties Editor, the Project Manager's name will populate the Project Manager box at the top of the editor.
Select Resource Display Options to select the fields visible in the Responsibility Matrix.
The Resource Display Options allows you to select how your resources will be displayed in the Responsibility Matrix. Of all the fields you've entered in the Resource Editor, you can choose up to three for display on the Matrix.
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