Configure a Role Hierarchy in a Workspace
Role hierarchies enable you to group similar roles together for easier organization and management. Examples of role hierarchies might be industry or job title.
Configure hierarchies by adding a child role or indenting an existing role beneath another role. A workspace role can only be made a child in its owning workspace. When roles in a hierarchy are assigned to child workspaces or projects within the workspace, the hierarchy is retained and the assigned roles cannot be changed. However, you can add roles from the current workspace to the assigned hierarchy. Oracle Primavera Cloud supports role hierarchies up to 30 levels.
To configure a workspace role hierarchy:
- Navigate to the workspace role page
- In the object selector, select a workspace.
- In the sidebar, hover over Resources, and select Role List.
- In the table, select a role, select the Context menu, and then do either of the following:
- To add a new role, select Add Sibling or Add Child.
- To modify an existing role, select Move Left or Move Right.
- All changes made to this page are saved automatically.
Tips
- 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.
Last Published Tuesday, May 21, 2024