Positions

1. Open the Edit view in the left-hand pane.
2. Click Positions in the left-hand pane.
3. The Positions window opens in the main workspace.
4. To add a new position, click the New button.
5. Enter the name of the new position.

6. Specify the default charge-out rates that will be associated with this position.

   To assign an employee a default rate from the set of rates set up for their position, open their Employee Details record and select the relevant rate in the Rate Table drop-down list.

   These position rates can be overridden both at project level and at budget level. For more information, see Overriding Position Rates

7. In the User Profile section, specify the position's system access settings. These will be applied to any employee assigned this position.

   The position's system access settings are overridden by default by those in the Employee Details record's User Profile.

8. Click Submit to save the new position.
9. To apply these saved settings to every employee assigned this position, click Cascade Profile.

Note: You can use the DELETE button to delete an unused position. However, a position can't be deleted if one or more employees are assigned to it.