Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Table of Contents
minLevel1
maxLevel3
stylecircle

...

Project Roles Overview

The Project Role object enables organizations to track how they work with other people such as stakeholders and project teams. Essentially, the Project Role object is a junction between the standard Contact object and the Project object. As a result, the Project Role is a great way for organizations to track who is working on the project and where they fit into the project.

Create Project Roles

  1. Click on the Setup tab for the project.

  2. Scroll to the Project Roles related list and click New.

...