Versions Compared

Key

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

...

Organization Role is a junction object between the Account (Organization) and Project objects and allows users to affiliate Accounts with their projects. This allows project managers to maintain a record of the Organizations that are currently working on or have previously worked on/been associated with a project. For example, an organization's role is to be a donor funder if it provides funding for a project. Four fields on the Organization Role object are used for this purpose.

Create Organization Roles

...

  1. Organization Role Name - Enter the name provided to for the organization’s role. For example: Implementing Partner.

  2. Role - Select the role that the organization plays in the project from the dropdown.

  3. Project - Master-detail field to the the current project.

  4. Organization - Select the organization/account which is fulfilling the role. For example: Together We Strive is acting as the Implementing partner Partner for this project.

...