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.
Table of Contents
- Add a Role Using Phase Dates via the Project List
- Add a Role Using Phase Dates via the Project Gantt
- Modify Phase Dates and Impacted Roles
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.
Add a Role Using Phase Dates via the Projects Gantt
- 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.
Modify Phase Dates and Impacted Roles
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
Phase Date Edited
- 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.
Project Date Changes
- The phase impacted is displayed below the project date change.
Impacted Roles
- 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.