Adding a Role

Roles are assigned to participants and groups and define which tasks the participants assigned to the role can perform.

Roles can be created automatically when they are imported with a project file or they can be created manually using the following steps and then mapped to abstract project roles during project publication.

To add a role:

  1. In the Navigator pane, click Roles ().

    The Roles pane will appear.

  2. On the Roles pane, click Add.

    The Add Role pane will appear.

  3. Enter a name for the new role in the Name field.
  4. Optionally enter a brief description of the role in the Description text box.
  5. If you are defining a parametric role, check the Parametric? checkbox. Otherwise, proceed to step 7. The Parametric section will appear.
  6. Enter a parametric value in the Add Parametric Value field, and click the Add icon () to add it. Repeat for each parameter value as required. You can delete an unwanted parameter with the Delete icon (). The list of parameter values is shown.
  7. Click Save. The role is added.

For any participant to perform a role, you will have to assign the role either to the appropriate participants or to one or more groups which those participants may be a member of.

Parent topic: Roles