Project Roles: Create & Manage Project Roles

This page covers:

Project Roles Overview

‘Project Role’ 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. It 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.

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

• Contact

• Type

• Role

• Start Date

• End Date

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