Adding a Role

A role defines a person’s function on a project (e.g., project manager, staff, etc.) and can be added using Account Settings.


Once added, you can associate a role with any person on your Schedule from the New Person dialog. Additionally, you can schedule a role as a functional placeholder until you schedule a person.

Note: This functionality is only available for Resource Managers, Administrators and Owners.

  1. Select your Profile icon in the upper-right corner of the page and then select Account Settings from the drop-down menu to open the Account Settings page.
    Profile dropdown
  2. Select Roles from the side menu.
    Edit Roles
  3. Select the Add Icon Add button to create a new role in the New Role dialog.
    new role new
    • Alternatively, Roles can also be added from the Schedule page by selecting the Add Icon Add button, and then selecting Create New Role.
      Create a New Role in drop-down
  4. Enter the name of the role in the Role Name field.
    • Each role must have a unique name. Duplicate roles can't be created.
  5. Select a team for the role in Team drop-down list.
  6. Select a work calendar for the role in the Calendar drop-down list.
    Note Default Calendar
  7. Select Active (default) or Inactive from the Status drop-down list.
  8. Select Create once complete to save or Cancel to close the dialog without saving.

    See Also:

    Adding a Client

    Updating a Role

    Verifying and Updating Work Calendars