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Project Directory Roles
- Laura Bach [X] (Unlicensed)
- Claire Aleman
- Kyle Niekamp
- Steve W. Smith [X] (Unlicensed)
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
Location:
- Project Management > Setup > Project Administration > Project Directory Roles
Video:
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