Assign a Workspace Role to a Project

Roles that are created in a workspace are available to be assigned to all projects within the workspace. Even though workspace-level roles can be assigned directly to project activities, assigning them first to the project level enables you to define different availability and rates for each project they are assigned to. A workspace role assigned to activities in multiple projects can be tracked in each project against their project availability and tracked at the workspace level against their workspace availability. Making workspace roles available at the project level may also be useful for users who do not have the privileges to view workspace roles and assign them to activities directly.

When assigning workspace roles to a project, you can only view roles from the parent workspace. To assign roles from a higher-level workspace, they must be assigned down the workspace hierarchy one level at a time. See Assign a Parent Workspace Role to a Workspace for more information. Assigning workspace roles will also include their associated resources.

Most role details can only be edited in the workspace or project where it is owned. You can modify separate availability and rate settings in each workspace or project where the role is assigned.

To assign a workspace role to a project:

Navigate to the project roles page
1. In the object selector, select a project.
2. In the sidebar, hover over  Resources, and select Role List.
Select Assign.
In the Assign Roles dialog box, select one or more roles from the parent workspace to assign to the current project.
Note: If roles are configured hierarchically, when a role with subordinate roles is selected, all roles below are selected. Expand the role name to view the additional roles.
Select Assign.
All changes made to this page are saved automatically.

Tips

If you assign a workspace role directly to an activity, the role and any associated resources will be automatically made available at the project level with their workspace availability and rate values, which can then be modified for the project.
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.

Next: Create a Role by Import