Add and Manage Project Roles

Resource Project Role is a user pick list value which identifies the primary responsibility of a Resource on a specific project.

To add a new project role

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. On the top of the Administration page, under Resource, click Project Roles.
   The Project Roles page is displayed.

3. Click Edit.

4. Click Add New.
   A new row is displayed below.

5. Type the name for the new project role.

6. Click Save.

 

To edit a project role

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.

2. On the top of the Administration page, under Resource, click Project Roles.
   The Project Roles page is displayed.

3. Click Edit.

4. Double-click in the required Name field to edit the project role required.

5. Click Save.

 

To delete a project role

1. On the left icon bar, click the Administration icon .
   The Administration page is displayed.
2. On the top of the Administration page, under Resource, click Project Roles.
   The Project Roles page is displayed.

3. Click the Delete icon in front of the required project role to delete it.

4. Click Yes to confirm deleting the role.

5. The role is deleted successfully.