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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. |
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Assign project role
Navigate: Select the Project icon in the ribbon menu to open to the Project form
Select a project, then select the Employees sub-tab.
Click the
Assign Role button to add a roleSelect 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.
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Additional Method of Assigning a Project Role
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Regardless of what Project-form sub-tab you are on, you can hover over an avatar and see who is assigned to what role.
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You can add, remove and reassign employees roles, or simply hover over the employee avatar to view the employee and their role with the project.
To add a new project role:
Click the
icon Select your desired role from the pop-up employee picklist.
Select the employee from the list of employees (note: you can filter by Department or Supervisor to narrow the list down.)
Click OK.
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Reassign, Email, or Remove a Role
Hover over an employee avatar to see the employee’s name and role for this particular project.
Mouse-click an employee avatar to
Reassign the task, Email the employee,
or Remove Assignment.
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