• 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.

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 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.

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:

1. Click the icon

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

   

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.

   

Reassign, Email, or Remove a Role

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

   

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