D1.7: Add/Update Roles

Description

Design Services Producer will add or update the roles on the project.

 

Detailed Steps

 

Step 1: Log in to Clarity.

 

Step 2: Select Project.

  1. Click Design Services Icon.

  2. Click Project that you want to add or update roles.

 

Step 3: Add Roles.

  1. Select Staff Tab.

  2. Select Design Services - Planning View.
  3. Click Add Row button.
  4. Select Role from list.

You can search for the role by name by using the search box in the drop-down list list.

 

 

  1. Select Cost Code.

  2. Enter a Note (Optional).

  3. Enter Forecast.

If there is an impact to the scope or final cost. a Change Order should be generated.

 

 

Step 4: Update Roles.

  1. Select Resource you wish to update.

  2. Select updated Resource from drop-down list.

You can search for the role by name by using the search box in the drop-down list list.

 

 

  1. Verify Replacement Successful message displays.

Update if needed Cost Center, Notes and Allocations.  If changes to scope or final cost a Change Order should be generated.