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Setting Up and Applying Roles in Project Directory
Setting Up and Applying Roles in Project Directory
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
, multiple selections available,
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