Add a Project Role
Add roles to the project role list if they will only need to be assigned to activities in the current project. Roles reused across multiple projects should be added as workspace roles. Roles owned at the project level can be associated with labor and nonlabor roles from the same workspace.
To add a project role:
- Navigate to the project roles page
- In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
- From the Main Menu, select Resources, and then select Role List.
- Select Add.
- In the new row, complete the following fields:
- Name: Enter a name for the role.
- ID: Enter an ID for the role.
- All changes made to this page are saved automatically.
Tips
- By default, the status of the role is set to Active. If you do not want to role to be available immediately upon creation, in the Status list, select Inactive.
- You can build a hierarchy of roles by adding them as siblings or children to other roles. Select the Context menu, and then select Add Sibling or Add Child. Oracle Primavera Cloud supports role hierarchies up to 30 levels.
- The Owned By column indicates the workspace or project to which the role belongs. Most role information can only be edited in the workspace or project where it is owned.
Last Published Tuesday, November 19, 2024