Explanation on Functional Roles

Functional roles are meant to describe the primary duty or duties an individual performs within an organization or institution. The reason Functional Roles exist is primarily for resource management and capacity planning. As an example, if a resource's functional role is a Database Administrator (DBA), when that resource is added to several projects (and when other DBA colleagues are added to projects), the allocated hours get rolled up to the DBA functional role. This allows insight into resource capacity so that an institution can see the total hours committed to DBAs. Since the DBA role can also be added to project requests that are being planned, an organization or institution can see the future impact as well. This will help gain an understanding of total resource commitment and if it is necessary to add DBAs to meet the demand (or take other actions, such as delaying/shifting projects).

A Functional Role is associated to a user within TDAdmin by modifying the user's profile. Every user has a primary Functional Role and it is that role which is used for capacity planning. Additional Functional Roles can be added to a user's profile and those other roles can be searched when trying to identify a user for a project. However, it is important to note that the primary Functional Role is used for capacity planning purposes.

To add/modify/delete Functional Roles, go to the Functional Roles section of TD Administration. 

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Article ID: 797
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