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Person role in project

On the Person Role in Project tab, organizations can add various person roles which will be later assigned to the persons in the project, such as crane operator, installation technician, supervisor etc.

Permissions​

The screen is visible for the users with View permission on Project Configuration -> Person Role in Project functionality. Users with Create/Edit and Delete permissions will be able to modify or delete roles, but that will depend on the organization as follows:

  • The project owner organization will have visibility of all person roles in the project. However, they will only be able to edit, delete, and add their own organization's person roles.

  • Subcontractors and clients will see person roles belonging to their own organization and those from organizations previous in the reporting flow. They will only be able to add/edit their own organization's person roles.

Creating/editing and deleting person role in project​

  • Click on the New button to open Create person role in project dialog.

  • Click on the Edit button to open Edit person role in project dialog.

  • Click on the Delete button to delete the person role from project. Person role can be deleted only if it is not assigned to any person in the project.

Add person role to project dialog

The list of person roles available for selection is derived from the list of person roles defined in your organization.