Add Roles Using Phase Dates

Roles created in the Project Settings can be added to a project. Roles can also be set up with phase dates if the project has phases.

Add a Role Using Phase Dates via the Project List

Select a project.
In the Operations tab, add the role(s) using the Add Role button.
Under Quick Dates, a dropdown displays available phases. The default choice is the entire project. If Quick Dates do not appear, the project does not have any phases set up yet.
Select the button to customize allocations by phase dates.
The Custom Allocation window displays the selected phases and overlapping dates. Allocation breakdowns can also be set by custom range, monthly, or weekly. Select Save to confirm.
Select Save Roles.

Once the role is created, proceed with placing a person in that role.

Under the requested project, select Add icon.
Select the role type from the list.
Under Quick Dates, there is a dropdown that displays available phases. The default choice is the entire project.
The Copies of role box allow duplicates of a role needed on a project.
Select the button under "Allocation %" to customize allocations by phase dates.
The Custom Allocation window displays the selected phases as well as the overlapping dates. Allocation breakdowns can also be set by custom range, monthly, or weekly. Select Save to confirm.
Select Save.

To modify phases in either List or Gantt views, select the project then navigate to the Dates tab.

When modifying existing phase dates, select Save and an edit modal opens outlining all of the potential impacts

The impacted phase and tentative change will be presented at the top of the edit window.
The other phases of the project can be shifted to align with the updated phase or left as-is by selecting or deselecting the checkbox.

Confirm which roles are impacted by the change. Roles can be left with the current dates or extended/shifted accordingly to align with the updates.