About the HQ Roles Form

Use this form to create and maintain roles.

Roles are used in two ways:

  • Approval/review processes - You can assign roles to approval/review processes in the Process Workflow feature. To use this feature you must have the Workflow module.

  • Job/project responsibilities - You can use the Roles tab on the JC Jobs and PM Projects forms to add roles and specific users to the job/project. Once you have set up roles, you can assign them (manually or by initialization) to jobs, projects, and/or phases. Assigning roles at the job or project phase level will allow for filtering phases by role for cost projections using JC Cost Projections or progress posting using JC Progress Entry so that users can see only those phases and cost type to which they are assigned.

You can associate a specific user with a role using the Users tab on this form - for example you can use this tab to assign all of the job superintendents to the job superintendent role.

You can also assign roles to a specific user using the Roles tab on the VA User Profile form.

The Spending Limits tab only applies to the WF module Process Workflow feature. If you do not use this feature, this tab has no function.

The Spending Limits tab is used to set up spending limits for a role. Click here for detailed information about spending limits and the Process Workflows feature.

You can also customize the spending limits on specific users associated with the role using the User Spending Overrides button the Users tab.