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Project role

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Location: Configuration Communication Project role

 

Prerequisites:

None

 

Overview:

By means of this menu are registered the roles that the members of the project teams will perform, such as a sponsor, project manager, program manager, functional manager, business analyst, etc.

 

Specific buttons:

Click on this button to add a new role. See further details about this operation in the Configuring a project role section.

Click on this button to edit the role selected in the list of records.

Click on this button to delete the role selected in the list of records.

Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search the parameters that may be used in the configuration of new reports.

Click on this button to enable or disable the record selected on the main screen. To view the disabled records, use the "Status" field of the General filter in the search filters panel.

 

Use the "Search filters" to easily retrieve the desired records based on specific information.