Team Roles

A team role represents either a requirement or an assignment on a project or task. You use the project role as a template for your team roles. When you create a team role, you specify the project role from which to obtain all the default information. The default information is copied from the project role to the team role. Thereafter, you can modify the information on the team role as appropriate for that role on that particular project. Any changes you make to the team role are exclusive and do not affect the definition of the project role.

For example, you have a project role called DBA. You create a team role on a project called Lead DBA based on the DBA project role. All the defined competencies, job information, and security information is copied from the DBA project role to this new Lead DBA team role. You decide to add more competencies to the Lead DBA team role and to change the job level. These changes are only reflected on this particular team role. For more information, see Competencies, Oracle Projects Resource Management User Guide.

Each project role has a security structure determining the features users can access and the functions they can perform. This security structure is referred to as role-based security. Though role-based security is optional, it offers you more flexibility than responsibility-based security because the role of a user can change from project to project. Therefore, the function access a user may require can change from project to project. For more information on security, see Security in Oracle Projects.

In the application, the team role is the value displayed on most pages. The project role is only available on the assignment and requirement details pages.

Creating Team Roles

Oracle Projects provides two ways of creating team roles for your project, and they relate to how you staff your project and assign resources to tasks:

• Adding a Requirement: When you define a requirement for a scheduled resource, you also create and define a team role based on a project role. You can then create a project assignment for the requirement once you find a person resource that is appropriate for it. For more information about adding a requirement, see Project Requirements.Adding a requirement is also the first step in the “top-down” staffing method, which you can use in conjunction with Oracle Project Management. With top-down staffing, you can create a set of project roles, and then have the system generate a planning resource. For more information about top-down staffing, see Integrating Work Planning with the Project Team, Oracle Project Management User Guide.
• Creating a Team Role from a Planning Resource List: You can generate team roles based on resource assignments that utilize a planning resource list. This is part of the “bottom-up” staffing method, which you can use in conjunction with Oracle Project Management. With bottom-up staffing, you assign planning resources to tasks in your project and then generate project team roles for those resource assignments. For more information about bottom-down staffing, see Integrating Work Planning with the Project Team, Oracle Project Management User Guide.