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Info

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 (plus) Assign Role button to add a role

  • 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.

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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:

  1. Click the (plus) icon

  2. Select your desired role from the pop-up employee picklist.

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  3. Select the employee from the list of employees (note: you can filter by Department or Supervisor to narrow the list down.)

  4. Click OK.

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Reassign, Email, or Remove a Role

  1. Hover over an employee avatar to see the employee’s name and role for this particular project.

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  2. Mouse-click an employee avatar to (blue star) Reassign the task, (blue star) Email the employee,
    or (blue star) Remove Assignment.

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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.

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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.

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Click the Remove Assignment button to remove the selected employee from the current project record you are currently on.

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