Assign roles and disciplines

Assigning roles and disciplines to people allows you to set up bill rates for roles and disciplines that people can automatically adopt from your bill rate matrix. In Reports, you can use role and discipline to analyze your team.

Who can use this?

Plans:

  • Resource Management

Permissions:

  • Resourcing Administrators

Find out if this capability is included in Smartsheet Regions or Smartsheet Gov.

While individuals may have different roles or disciplines for projects, you can only assign one primary role and discipline per person.

Create roles or disciplines

  1. Open Account Settings.
    1. If you're working in Resource Management in Smartsheet, select the kebab menu in the top right corner, then select Account Settings.
    2. If you are working in standalone Resource Management, select Settings > Account Settings.
  2. On the left menu, select Roles or Disciplines.
  3. Enter the new Role or Discipline and select Add.

To edit or delete existing roles and disciplines, select the role or discipline row and either Delete or make edits then select Save.

Sample roles

Role indicates the level or title of the person within the organization. For example:

  • Junior
  • Senior
  • Director
  • Associate

Sample disciplines

Discipline indicates the type of work a person does within the organization, most often what department they’re in. For example:

  • Design
  • Strategy
  • Research
  • Development
  • Account Management