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. |
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Assign project role
Navigate:
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Select the Project icon
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in the ribbon menu to open to the Project form
Select a project
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, then select the
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Employees sub-tab.
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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
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.
 | Click the Reassign button to select a different employee to assign a role to. Clicking the reassign button opens a list of employees. If the list is long, you can filter by department or supervisor to reduce the size of the list.  |
 | Click the Email button to compose a new email to the selected employee. The email will be addressed to the selected employee if their email address is populated on the employee record.  |
 | Click the Remove Assignment button to remove the selected employee from the current project record you are currently on. |
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