Issue/Symptom/Question

How to setup Roles for Contacts within Project Directory

Applies To

Project Management 

Project Administration

Project Directory

Resolution/Fix/Answer

Setting Up Project Directory Roles -

Project Management > Setup > Project Administration > Project Directory Roles

• Create Role code and enter a Description for code

Applying Roles to Contacts within Project Directory - 

Project Management > Project Administration 

• Choose Project Directory, then choose a Job to return a list of Contacts 
• Double click on a Contact record to open the Contact record pop-up window
• Role then can be assigned to the Contact