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.

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.
Select Roles from the side menu.
Select the Add icon to create a new role in the New Role dialog.
- Alternatively, Roles can also be added from the Schedule page by selecting the Add icon and then selecting Create New Role.
Enter the name of the role in the Role Name field.
- Each role must have a unique name. Duplicate roles can't be created.
Select a team for the role in Team drop-down list.
Select a work calendar for the role in the Calendar drop-down list.
Select Active (default) or Inactive from the Status drop-down list.
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