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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.

Steps to create a New Project Role record

 3. On the New Project Role, enter the following information:

  • Contact

  • Type

  • Role

  • Start Date

  • End Date

New Project Role record creation

In conclusion, you can see the value of using Project Roles to track peoples’ various roles on projects and programs currently and historically.


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