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I was trying to create a contract template for projects. However I wasn't able to select the BU while trying to create a template .What roles need to be assigned to the user in order to be able to view the BUs for selection? Have tried adding a few roles like Billing Specialist and Billing Manager, but still was not able to select the BUs.
Responses (5)
  • Accepted Answer

    Monday, June 27 2016, 06:05 PM - #Permalink
    0
    Hi Satheesh,
    Before you can create contracts, you need to ensure that you are a resource for contracts and that you are defined with a role of contract administrator. Below roles are required for creating Contract:
    1. Contract Resource
    2. Contract Administrator


    Regards
    Amiit
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  • Accepted Answer

    Tuesday, June 28 2016, 08:41 AM - #Permalink
    0
    Hi Satheesh,

    Please try with the roles:

    Enterprise Contract Administrator
    Enterprise Contract Manager.

    Thanks
    Ranbir
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  • Accepted Answer

    Wednesday, July 06 2016, 08:04 AM - #Permalink
    0
    Hi Ranbir, Amit,
    I am unable to find these roles while trying to assign to the user in the role assignment screen. What could be the reason and how can we resolve this?
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  • Accepted Answer

    Thursday, July 14 2016, 04:31 AM - #Permalink
    0
    Hi Sathesh,

    If user has already roles assigned then you will not be able to find them in "Assign Role" option.

    Is it possible for you to share the instance details so that I can have look to resolve your issue. You can drop me details on ranbir.singh@apps2fusion.net .

    Thanks
    Ranbir
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  • Accepted Answer

    Wednesday, July 27 2016, 09:20 AM - #Permalink
    0
    Hi Ranbir,

    I have sent you the details to your email id. Please check and let me know if you need further details.

    Thanks,
    Satheesh
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