Create a Project Role

Create roles at the project level if they will only need to be assigned to activities in the current project. If you later decide that a project role should be made available to other projects in your workspace, you can promote it to the parent workspace. Roles can be used solely for activity assignments or in conjunction with labor and nonlabor resources.

Roles can be added directly to the project, assigned from the parent workspace, or imported in bulk from a Microsoft Excel file. You can build role hierarchies for easier organization of similar roles.

If a role is no longer needed, it can be marked as inactive or deleted permanently. Workspace roels assigned to the project can be removed from the project.

To create a project role, do any of the following:

Add a Project Role
Assign a Workspace Role to a Project
Create a Role by Import

To manage a project role, do any of the following:

Configure a Role Hierarchy in a Project
Promote a Project Role to a Workspace
Remove a Role from a Project
Delete a Project Role

Next: Add a Project Role