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Add a Workspace Role

Resources Overview > Role List Overview > Workspace Role List > Create a Workspace Role

Add roles to the workspace role list if they will be assigned to multiple projects in your workspace. Workspace roles are generally reused between activities and projects. Roles owned at the workspace level can be associated with labor and nonlabor resources from the same workspace.

To add a workspace role:

1. Navigate to the workspace role page
   1. In the object selector, select a workspace.
   2. In the sidebar, hover over  Resources, and select Role List.
2. Select  Add.
3. In the new row, complete the following fields:
   • Name: Enter a name for the role.
   • ID: Enter an ID for the role.
4. All changes made to this page are saved automatically.

Tips

• By default, the status of the role is set to Active. If you do not want to role to be available immediately upon creation, in the Status list, select Inactive.
• You can build a hierarchy of roles by adding them as siblings or children to other roles. Select the  Context menu, and then select Add Sibling or Add Child. Oracle Primavera Cloud supports role hierarchies up to 30 levels.
• The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.

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Last Published Tuesday, May 21, 2024