Project Roles: Create & Manage Project Roles

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Project Roles Overview

Project Roles enable 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”.

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

   1. Contact

   2. Type

   3. Role

   4. Start Date

   5. End Date

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