Managing billing and project roles

The Roles feature in the resources section of Keka PSA helps you manage a central repository of roles that can be used for the various resources in the projects they are assigned to. These roles also become the base for defining specific role rates for any project or client.

Let us take a look at how you can add and manage the various billing and project roles in Keka PSA.

To view the various roles currently configured on Keka PSA, go to Project (1) from the left navigation pane. Go to the Resources tab (2) here and then select the Roles tab (3).

You will see the various roles added to the various projects here. 

To add a new role, click on the +Add Role button on this page. This will take you to the Add Billing Role window. 

Enter the Name of the Role and a Description for the role. Click on Add to add the new role. This will now show up on the Roles page. You can now use this billing role in the various client rate cards. Resources can also be assigned these roles when they are being assigned a new project. 

You can also edit and delete the roles as per your need from this page.  Locate the three dots icon in the Actions column of the page and select Edit or Delete from the drop-down. 

You cannot delete a role that has been assigned to resources in any project. Remove these assignments before attempting to delete a role.

That's all regarding managing billing and project roles on Keka PSA. Feel free to reach out to our product experts for more information!