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Organization roles

An organization role is a type of work that an organization performs in the project, such as Installation or Crane. The template stores those role names. When a project is created from the template, SUM-IT copies the names into the project. You then assign each role to the organizations that will do that work. Open this tab after the template has been saved.

Organization Roles tab in the template editor, with the role table

  1. To add an organization role, click New. That opens the dialog for creating or editing the organization role. The only field is Organization Role Name, and it is required.

  2. Fill in Organization Role Name, then click Save. The new row appears in the table. Cancel closes the dialog without saving.

  3. To edit the organization role, click the Edit button on a row, or double-click the row.

  4. Click the Delete button on a row. The dialog title is Delete Organization Role. The message is Do you want to delete the record: followed by the role name.

  5. Click Yes. The row is removed from the table. No leaves the row in place.