Creating Custom Roles for Projects

The project job role determines the tasks that a team member can perform on a page or in a work area. Each project job role is associated with a job or an enterprise role.

If the predefined job roles don't fully serve your business needs, then you can create your own job roles that are based on the predefined job roles. For example, your enterprise may require additional job roles with specific constraints on accessing application functions.

To create a new job role perform the following steps.

1. Navigate to Navigator > Tools > Security Console to:

   • Copy an existing job or enterprise role

   • Modify the function security policies

   • Modify the data security policies

   • Modify the role hierarchy

2. Use one of the following pages from the Setup and Maintenance work area as required.

   • Manage Project Roles page to associate the new job or enterprise role with a project job role.

   • Manage Data Access for Users page and grant the person-job roles combination the access to the security context, for example, business unit or organization.

Tip: Never edit the predefined roles. Instead, copy the predefined role and remove the functional and data security policies that aren't required or add new privileges, till the requirement is achieved. You can perform both tasks on the Security Console.

Example: Project Manager Role

For example, the predefined Project Manager job role includes project budget management privileges. If some of your project managers don't manage budgets:

1. In the Security Console:

   • Copy the role that's the closest to the role that you want to create, such as the Project Management Duty role. Give the job role a unique name, such as Junior Project Manager.

   • Edit the functional policies to remove budget management.

   • Edit the data security policies to remove any policy that refers to budget management.

   • Save the role to create the new security grants.

2. On the Manage Project Roles page, create a Junior Project Manager project job role and map it to the new Junior Project Manager job role.

Now any person added to the project as a Junior Project Manager can perform the functions based on the duties under the new job role.