A role is a high level description of a set of tasks and activities undertaken by a person of that role.  

Each member of your staff has one main role, corresponding to their job title set out in their contract, but can take on multiple different roles depending on their skills and your project requirements.

Say your project manager, Paula, occasionally steps in to help out with regression testing before a new software release. Her main role is Project Manager, but you can also assign her the Testing role (or any other role) as needed. 

A person’s charge out rate is based on their role within a project, and can be customized on a project by project basis through the use of rate cards.

Roles are also needed to create a project budget, create a project schedule and view capacity forecasts. 

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