Manage Fee Estimator Roles

This lesson explains how to use the “Manage Fee Estimator Roles” tool in CMAP. This tool is used to retire Roles that are no longer relevant and add new Roles as and when required.

TIP: To adjust the order of the Roles, you can drag + drop by clicking the three horizontal lines next to the Role name and dragging the cursor to the point at which you’d like it to appear on the list. The order you select here will be the order the Roles take in the Fee Estimator tool. The most popular way to order is by Role seniority e.g., Director down to Junior.

Adding a New Role

Step 1: Go into the Admin tab, find the Manage Fee Estimator Roles tool and click it.

Step 2: Select the appropriate Office from the dropdown list.

Step 3: Select the appropriate Team from the dropdown list.

Step 4: Enter the new Role Name and the Plural in the appropriate text boxes at the bottom of the list.

NOTE: The Plural is required for terming reasons. For example, CMAP will offer you a list of Directors as opposed to a list of Director.

Step 5: Click Add.

Editing an Existing Role

Step 1: Go into the Admin tab, find the Manage Fee Estimator Roles tool and click it.

Step 2: Select the appropriate Office from the dropdown list.

Step 3: Select the appropriate Team from the dropdown list.

Step 4: Click the Edit pencil icon next to the appropriate Role.

Step 5: Make any edits required.

Step 6: Click Save.

Archiving a Role

Step 1: Go into the Admin tab, find the Manage Fee Estimator Roles tool and click it.

Step 2: Select the appropriate Office from the dropdown list.

Step 3: Select the appropriate Team from the dropdown list.

Step 4: Click the 'X' next to the appropriate role.

Step 5: The 'Are you sure you want to archive this budget role?' pop-out will appear. Click Yes to archive the Role.

Restoring a Role

Step 1: Go into the Admin tab, find the Manage Fee Estimator Roles tool and click it.

Step 2: Select the appropriate Office from the dropdown list.

Step 3: Select the appropriate Team from the dropdown list.

Step 4: Click the Show Archived Roles link.

Step 5: Click Restore.