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Administrator Guide
Last Updated: 2024-03-08
Assign Roles to Projects

Assign Roles to Projects

For workers to manage project information, you must assign them to a role on either a project or a project hierarchy. Example: Project Resource Manager.
  1. Access a project or project hierarchy.
  2. From the related actions menu of the project or hierarchy, select
    Roles
    Assign Roles
    .
  3. Select a starting date for your new role assignments.
  4. Click
    OK
    .
  5. Add a row for each new organizational role.
  6. Select the organizational role from the
    Role
     prompt.
  7. Select the worker from the
    Assigned To
     prompt.