Role Centers

COSMO Advanced Manufacturing Pack includes the following Role Center pages that have been set up as Profiles (Roles):

Product	Profile ID	Display Name/Role	Role Center ID
COSMO Discrete Manufacturing	CCS DM CTO DESIGN ENGINEER	Configure to Order Design Engineer	5013803
COSMO Process Manufacturing	PRODUCTION PLANNER	Manufacturing Manager	9010
COSMO Project Manufacturing	CCS PR PROJECT ADMINISTRATOR	Project Administrator COSMO Project	5292343
	CCS PR PROJECT MANAGER	Project Manager COSMO Project	5292392
	CCS PR EQUIPMENT MANAGER	Equipment Manager COSMO Project	5292442
	CCS PR PROJECT SALES	Project Sales COSMO Project	5292445
	CCS PR PROJECT STAFF	Project Staff COSMO Project	5292447

The profiles and corresponding Role Centers provide the most efficient COSMO Advanced Manufacturing Pack user experience and can be assigned to users or chosen by users.

Role Center Descriptions

This section describes the Role Centers included or extended with COSMO Advanced Manufacturing Pack.

Configure to Order Design Engineer

This Role Center focuses on working in the COSMO Discrete Manufacturing environment. It provides quick access to master data and posted documents as well as sales, construction, and production tasks and documents. In addition, there are actions for creating and/or opening master data or setup data. This Role Center also includes the following parts:

The Activities part has cues that show information about non-released and released Construction Orders, Construction Inquiries, Production Orders, and Work Packages. These cues provide a visual count as well as quick access to filtered lists. From the drop-down arrow on the Activities part, you can:
- Access the Checklist Find Entries to search for and view all documents that are linked to a checklist.
- Filter open and released Construction Order/Inquiry views by Responsible (Technical) and Responsible (Prod.) users via the Set Flow Filters action. This action opens a request page that allows you to choose the responsible user(s), which are indicated in the Responsible (Technical) Filter and Responsible (Prod.) Filter fields. The cues will show only Construction Order/Inquiry activities that are assigned to the selected user(s). Choose the Reset Flow Filters action to show all Construction Order/Inquiry activities without any responsibility filter.
The Insights part has three sections:
- The My Customers part includes actions (from the drop-down arrow) to add, manage and remove customers from the list as well as directly open customer cards.
- The My Vendors part includes actions (from the drop-down arrow) to add, manage and remove vendors from the list as well as directly open vendor cards.
- The My Items part includes actions (from the drop-down arrow) to add, manage and remove items from the list as well as directly open item cards.

Manufacturing Manager

This is a standard Business Central Role Center that has been extended to include activities used in the COSMO Process Manufacturing environment. In addition to the standard, it provides quick access to master data in Product Design, Capacities, Planning, Resource Planning, and Calculations (if activated). In addition, there are actions for creating Production Structures and opening PM-related tasks and setup data. This Role Center also includes the following parts:

The Activities part includes Design cues that show information about Production Structures. These cues provide a visual count as well as quick access to filtered lists. Additionally, the second Activities part provides quick access to the "Prod. Order - Job Card (PM)" report (from the drop-down arrow).
The Insights part has the My Items part, which includes actions (from the drop-down arrow) to add, manage and remove items from the list as well as directly open item cards.

Note

Ensure that the Process Manufacturing and Planning Extension modules are enabled in the Product Configuration Card for the PRODUCTION PLANNER profile.

The Manufacturing Manager Role Center replaces the outdated Production Planner PM Role Center.

Project Administrator COSMO Project

This Role Center provides administrative access to the Explore all menu and cannot be assigned to a user as a daily role.

Project Manager COSMO Project

This Role Center focuses on project manager activities in COSMO Project Manufacturing. It provides quick access to master data, journals, and posted documents as well as sales, purchase, procurement, and production tasks and documents. In addition, there are actions for opening planning- and processing-related pages or running periodic activities. The Role Center also includes the following parts:

The Activities part has cues that show information about Projects, WIP, Planning, Procurement, Shipment, Invoicing, and Equipment. This part also includes actions for setup, Time Recording and Project Journal, as well as Shipment and Invoicing tasks.
The Self-Service part has cues for time sheets.
The Insights part has three sections:
- The My Projects part includes actions (from the drop-down arrow) to add, manage and remove projects from the list, open project cards, or directly open the Project Budget Calculation page, Project Planning and Processing page, or Project Budget Sales page for the selected Project, as well as the Graphical Project Planning and Graphical Project Resource Planning pages.
- The Project Profitability part displays the project profitability chart for projects listed in the My Projects part. The chart can be set as Column, Line, Stacked Column, or Stacked Area.
- The Power BI Report part allows you to add Power BI reports to the Role Center. For more information about the Power BI integration, see Power BI Integration Component and Architecture Overview for Business Central in Microsoft Dynamics 365 Business Central Help.

Equipment Manager COSMO Project

This Role Center focuses on equipment management activities in COSMO Project Manufacturing. It provides quick access to master data, including Persons and Equipment, as well as to the Equipment Issuance page. The Role Center also includes the following parts:

The Activities part has cues that show information about reserved, issued, and due equipment as well as upcoming appointments.
The Self-Service part has cues for time sheets.
The Insights part has the same Power BI Report part described in the Project Manager COSMO Project section.

Project Sales COSMO Project

This Role Center focuses on sales activities in COSMO Project Manufacturing. It provides quick access to master data, journals, and posted documents as well as opportunities and sales documents. The Role Center also includes the following parts:

The Activities part has cues that show information about Projects and Order Processing. This part also includes actions for creating contacts, opening the Customers list, setting up Project Types, and accessing time recording and the project journal.
The Insights part has the same My Projects and Power BI Report parts described in the Project Manager COSMO Project section.

Project Staff COSMO Project

This Role Center focuses on planning and procurement activities in COSMO Project Manufacturing. It provides quick access to master data, journals, and posted documents as well as planning and procurement tasks and documents. The Role Center also includes the following parts:

The Activities part has cues that show information about Projects, Planning, Procurement, Shipment, and Equipment. This part also includes actions for accessing Time Recording and the Project Journal as well as creating new Inventory Requests and Project Shipments.
The Self-Service part has cues for time sheets.
The Insights part has the same My Projects and Power BI Report parts described in the Project Manager COSMO Project section.

Assign Profiles/Role Centers

Role Centers can be assigned directly to users or users can choose their Role Center using My Settings.

To assign a profile to user settings

A profile can be assigned to each user in Microsoft Dynamics 365 Business Central through the User Settings Card.

Choose the icon, enter User Settings, and then choose the related link.
Locate the user to assign a profile.
In the Role field, enter one of the roles described above.

To assign this role center in My Settings

Alternatively, users can select role centers in My Settings.

Choose the icon and then select My Settings from the menu. Alternatively, you can use the Tell Me feature.
In the Role field, choose the ellipsis button.
In the Available Roles page, select one of the roles described above and then choose the OK button.
Choose the OK button to close the My Settings page and save your changes.

Integrations

Integrations between these products as well as to COSMO Calculation and COSMO Purchase Quotes Manager can be activated via the Product Configuration tool.

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