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Administrator Guide
Last Updated: 2023-06-23
Create Project Roles

Create Project Roles

Security:
Set Up: Project Tracking
 domain in the Project Tracking functional area.
For each project, you need a standard set of work roles for your project resources. You select these roles when you create the resource plans for your projects.
  1. Access the
    Maintain Project Roles
     task.
  2. As you complete the task, consider:
    Option Description
    Restricted to Project Hierarchies
    Select 1 or more project hierarchies to restrict the project role.
    The restricted project roles are only available to the resource plans on projects associated with the selected hierarchies or their child hierarchies.
    If you don't restrict the project role, it’s available for use on all projects on all project hierarchies.
    In Use
    You can only remove a project role if it isn't in use on a project.
    Inactive
    Select to inactivate an existing project role.
    On the resource plan, any inactive roles in use display as (inactive) after the project role name.
    Project Role Requirements
    Select role requirements to display on the resource plan line. Role requirements enable you to identify qualified workers for project assignments.
    When searching for project workers from the resource plan line, you can override these values.
    Category
    Select a category for the requirement.
    You can have multiple categories for each project role but only 1 row for each category.
    Requirements
    Select the requirement for the category.
    You can include multiple requirements per category but only 1 requirement for
    Location
     and
    Job Profile
    .
    Optional
    Select when the project role requirement isn't mandatory for your project assignments.
You can select the project role on a resource plan line.
  • Create project role categories.
  • Set up resource plans.