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Project Roles: Create & Manage Project Roles
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  • 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 ā€œSetupā€ tab for the Project.

    2. Scroll to the Project Roles related list and click ā€œNewā€.

      Steps to create a New Project Role record
    3. On the New Project Role, enter the following information:

      1. Contact

      2. Type

      3. Role

      4. Start Date

      5. End Date

    New Project Role record creation

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