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🔎 Project Roles

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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