Assign a Code to a Project Role

With potentially hundreds of resources in use across the organization, role codes provide an efficient means for tracking and sorting roles for reporting or analysis. You can assign as many codes as necessary to categorize your roles. Codes can be added and configured in the Codes dictionary or added during the assignment process.

To assign a code to a project role:

  1. Navigate to the project roles page
  2. In the table, select a role.
  3. Select the Codes detail window.
  4. Select Assign.
  5. In the Select Code dialog box, expand the code, and select the code value.
  6. Select Select.
  7. All changes made to this page are saved automatically.

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