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Space role

Notes

  • Space roles in PlanCore help define role-based billing or cost rates that can be applied to project planning and budgeting.

  • Only users with the required PlanCore administration permissions can configure, edit, or delete space roles and their rates.

  • Space role rates can be reused across projects where the same role-based cost structure applies.

In PlanCore, a Space role defines how much 1 hour of work costs for a specific role in a project, such as Project Manager, Developer, Designer, or QA Engineer. It is a reusable pricing rule that helps teams estimate, track, and manage project costs by role.

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Creating a Space Role

  1. Navigate to ⚙️ Settings from the left sidebar.

  2. Open the Rate and Cost or role-rate configuration section.

  3. Go to the Space Role tab.

  4. Click + Add rate in the upper-right corner.

  5. Fill in the fields in the pop-up window:

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    • Space: Enter a descriptive title for the project role, such as Project Manager, Developer, or Designer.

    • Role: Select one applicable role that uses this rate.

    • Cost rate: Enter the numerical cost for 1 hour of work for this space role.

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

    • Currency: Select the currency configured for your PlanCore workspace, such as USD, EUR, or SGD.

  1. If the currency list is empty or you need another currency, go to the currency settings screen and add the required currency before creating the space role rate.

  2. Click Save to create the new space role.

Editing a Space Role

To edit an existing space role, follow these steps:

  1. From the Space Role page, locate the project role you want to edit.

  2. Click the space role row or select the edit action from the row menu.

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

    • Space: Change the Jira project used for this rate.

    • Role: Change the applicable role for this space role rate.

    • 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 Apply to keep your changes.

Deleting a Space Role

To delete a project role, follow these steps:

  1. From the Space Role page, find the project role you want to delete.

  2. Click the delete action at the end of the row or in the row menu.

  3. Confirm the deletion when prompted.

Note: Be cautious when deleting space roles. Deleting a space role may remove or affect the role rate where it is used in project planning, budgeting, or reporting.