Working with Project Roles
3 min
allows you to create project roles and assign them to resources refer to working with roles docid\ rw3tvl9kqwmniw3mxhalp project and s assign various project roles to resources in order to apply project skills and manage resource capacity only s and s create and apply project roles refer to project roles docid 0oq e2ouuviz6blualgf linking project roles after creating a project role , link it to resources and project skills project and s can then search across project roles for all resources with the necessary project skills linking project roles to a resource after creating a project role , link it to individual resources double click a role from the project roles workspace list view click link on the employees tab to search for an employee select custom search , and enter your search parameters click search click the name of the employee, and then click select to link the project role to the employee when you select a role in projects roles workspace, an employee with same role set as primary project role will be unable to unlink the role the unlink option appears disabled linking a project role to project skills often a project skill applies to everyone assigned a certain project role for example, you might apply the skill "sql server" to all resources in the database administrator role when you assign a project role to a resource, the project skills linked to that project role automatically apply to the resource when you remove a project role from a resource, the linked project skills remain linked to the resource double click on a project role from the project roles workspace list view click link on the project skills tab click the project skill to link to the project role , then click select
