Overview:

In Project Administration, you can track a contact list for individuals who are working alongside you on a project in what is called the Project Directory.  In the contact list, you can assign roles for the individuals through a pick list. The pick list comes from the Project Directory Roles window where you can set up custom roles for your Organization.

Examples:

Project Manager

Customer Invoice Contact

Benefits:

• Project Directory Roles can be used for reporting and filtering on contacts on projects

Roles:

• Project Manager

Additional Content

• Project Directory Categories

Location:

• Project Management > Setup > Project Administration > Project Directory Roles

Video:

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