Enter Default Project Roles
Explanation
This activity is used to create default project roles per company.
Only project roles created in this window can be used in projects and
authorization routing templates. You can have default project roles to each project
per company or added manually to a specific project.
Prerequisites
- A company should have been defined.
System Effects
- Project roles which have the Default to Project check box
selected will be automatically created for each new project that is created within the company.
If the check box is not selected, you can add the project role manually to
the project at a later time.
Window
Project Basic
Related Window Descriptions
Project Basic/Default Project Roles
Procedure
- Open the Project Basic window and
click the Default Project Roles tab.
- Click New to create a new record.
- Enter a default project role identity in the
Role ID field and a description for it in the
Description field.
- In the Type of Role field use the list to
select the classification of the role related to this role ID.
- Select the Default To Project check box if
you want the project role to be created automatically, whenever a new
project is created.
- In the Company field, use the List of
Values to select the company, for which you are entering project roles.
- Save your changes.