Every Project is unique, which is why every Project has a Details Page where certain pieces information can be customized to suit the needs of each Project. Project Roles are one of these options - this article will go over how to set them up.
What is a Project Role?
A Project Role can be used to define that someone fills a specific role for the overall Project.
In the example below, Darrell Abbott has the Project Role of Superintendent on this Project.
Once someone has been added as a Project Role, their name, phone number and email address are available as Dynamic Tokens to be used in Custom Assignment Alert templates for the Project.
For a person's phone number and email address to be a Dynamic Token in the Assignment Alert Creation, they must have a phone number/email address entered and enabled in LaborChart. Dynamic Tokens will populate the configured Project Role information into the Assignment Alert.
How to Add a Project Role
To add a Project Role to a Project, first navigate to the Project's Details Page.
- On the left side of the page, scroll down to locate the Project Role section
- Select the New button
- Select your desired Job Title and Assignee from the Drop-Down menus
- Select Save
Note: A Project Role does not mean the individual has been Assigned to the Project
Project Roles on the Project Page
After a Project Role has been created, that role can then be listed as an optional column on the Projects Page.
Below is an example showing that the Superintendent role has been added to the Project's Page as a column.
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