Assign Project Roles for Workforce Planning

Objective

To assign project roles for Workforce Planning.

Background

Project roles identify key contacts on your projects, such as the superintendent, foreman, project manager, and so on. You can filter for project roles when viewing your projects. Finally, project roles can be included in assignment alerts so your workforce knows who to contact when they arrive at the jobsite.

Things to Consider

• Required User Permissions
• Project roles can be displayed on your Projects List so that you can see key contacts.
• You can include people with project roles in assignment alerts as points of contact. See Configure Custom Assignment Alerts for Projects.
• The people assigned to project roles can be included in assignment alerts, along with their contact information. See Configure Custom Assignment Alerts for Projects.

Prerequisites

• Configure Job Titles for Workforce Planning
• Add People to Workforce Planning

Steps

1. Navigate to the Company level Workforce Planning tool.
2. Click Projects and select Project List.
3. Click the project name of the project you want to edit.
4. On the Overview tab, locate the 'Project Roles' section and click Add Role.
5. Select a Job Title.
6. Select the Resource.
7. Click Save.

See Also

• Search, Sort, and Filter the Project List
• Create Custom Assignment Alerts for Projects