Create a Workspace Role

Create roles at the workspace level if they will be assigned to multiple projects in your workspace. Roles can be used solely for activity assignments or in conjunction with labor and nonlabor resources. Workspace roles are also required when performing demand planning.

Roles can be added directly to the workspace, assigned from the parent workspace, imported from a Microsoft Excel file, or imported from P6 EPPM. You can build role hierarchies for easier organization of similar roles.

Roles can also be promoted to a higher level, removed from the workspace, or deleted permanently from the application.

To create a workspace role, do any of the following:

• Add a Workspace Role
• Assign a Parent Workspace Role to a Workspace
• Create a Role by Import
• Import Roles from P6 EPPM (Primavera Cloud only)

To manage a workspace role, do any of the following:

• Configure a Role Hierarchy in a Workspace
• Promote a Workspace Role to a Parent Workspace
• Remove a Role from a Workspace
• Delete a Workspace Role