Global role

In PlanCore, a Global role defines a reusable work role and its hourly rate information. Global roles help standardize cost planning by letting teams apply the same role-based rate across different people, work items, or project plans.

Creating a Global role

1. Navigate to :setting: Settings from the left sidebar.

2. Open the rate or cost configuration area, then select the Global role section.

3. Click + Add rate to create a new global role rate.

4. Fill in the fields in the pop-up or creation form:

• • Role: Choose one role from the dropdown menu, such as Developer, Designer, Project Manager, or QA Engineer.

  • Cost rate: Enter the numerical hourly rate for this global role.

  • Billing rate: Enter the numerical value used for the global role external rate charged to customers.

  • Currency: Select the currency used for the rate. If the currency list is empty or the required currency is missing, add or configure it in the currency settings first.

5. Review the role details and click Save to create the new global role.

Editing a Global role

To edit an existing global role, follow these steps:

1. From the Global role page, locate the role you want to update.

2. Click the role name or the edit action for that row.

3. In the pop-up window or edit form, update the necessary fields:

• • Role: Change role of the global role.

  • Cost rate: Adjust the hourly rate if needed.

  • Billing rate: Adjust the hourly rate if needed.

  • Currency: Choose a different currency if required.

4. Click Save or Update to apply your changes.

Deleting a Global role

To delete a global role, follow these steps:

1. From the Global role page, find the role you want to delete.

2. Click the delete action at the end of the row.

3. Confirm the deletion when prompted.