Assigning project roles is an important part of the Project work flow.
Project roles can be used to notify participants and assign tasks.
Roles are assigned to employees, who must first be created in the Employees form.
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To assign project roles you have to have permission to do this: set under Employees → Permissions and select Can edit Project Roles. |
Assign project role
Navigate: Toolbar > Project icon > Project form
Select a project and select the General tab.
Right-click the Roles pane and select Add.
Select a role from the list, or right-click to add a new role.
Click OK to select and add role to the project.
Choose from the searchable list of employees to assign this role to a person.
You have now assigned a Project Role. You'll see the Role and the Employee assigned in the Roles Pane. You can now right-click the role to Add, Remove, Reassign, or Email the Role.
