Create Project Roles

You can set up specific roles and associate qualifications and keywords to each role. When a project manager requests a resource to fulfill this role on a project, the qualifications and keywords appear on the project resource request.

Note: Project manager and project team member are two predefined project roles that you can't edit or delete as they have specific functions in a project.

Creating a Role

1. Click Navigator > Setup and Maintenance, and search for the Manage Project Roles task.

2. Click the Manage Project Roles link.

3. On the Manage Project Roles page, click the New icon.

4. Enter a name for the role and click Save.

5. Click the Show More link.

6. In the Default Qualifications and Keywords section, click the New icon to add qualification and keywords for the role created.

7. Click Save and Close.