Project Roles Record Guidance
With Project Roles, you can assign important roles in your PMWeb project and then use these assignments throughout your project to collaborate and share information with your selected project team.
Project Roles functionality includes:
Assigning staff to a specific role for any project
Updating staff assignments within your project as changes occur
Reporting on project staff assignments as needed
Setting up automated Workflow approval and review roles, which work automatically in other PMWeb areas
Establishing Project Roles
Establishing project roles in PMWeb begins after you have created and saved a Master Project Record. In your Master Project Record (Portfolio>Projects>Select Project) you'll navigate to the Users tab and then use the provided menu options to assign the project roles in PMWeb, as in the video and instructions below:
Step-by-Step Instruction
Navigate to the Portfolio Module
Click the Project menu option
Select your Project in the Project Manager window
Click the Users Tab in your project record window
5. In the Workflow Roles box, click to Select a user name.
6. Drag that User to the corresponding role on the right.
7. Repeat Step 5 & 6 for each project Role, as needed
8. Click SAVE to save your updates.
You've now updated project roles for this project!