Creating a Role from the Process Editor

This tutorial task shows you how to create a role in the project's organization, from the Design view of the Process Editor.

In this task we will create the Supervisor role. The supervisor gives initial approval to the expense report submitted by the employee. We create this role directly from the process diagram, to show an alternative method from that used in the previous task.

To create the Supervisor role from the Process Editor:

  1. In the Design view of the ExpenseReport process editor, right-click somewhere between the Begin and End activities, and click Add Role. The Role dialog box appears.
  2. Click New. The Role Properties dialog box appears.
  3. Enter Supervisor in the Name field. Note that the Label field is set to the same value.
  4. Click OK.
  5. Back in the Role dialog box, verify that the Name field says Supervisor, and then click OK. The Supervisor role swimlane is added on the left-hand side of the process design diagram.

After completing this task, your process design diagram should look like this:

Figure 1. Supervisor role in ExpenseReport process
Parent topic: Activity 1: Initial Steps
Previous topic: Creating a Role
Next topic: Adding a Global Creation Activity