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Role/User Setups

Any project moved from Configure and Create/Update Project state, is available in Role/User Setups state. Role/User (Resource) for each native task of Process and Users(Resources) for each Role is configured in this state.

1. Select project by selecting the corresponding check box in Role/User Setups state, and then click Build button

Navigation: MPP Integration>Project Creation/Updation Process->Role/User Setups

It opens a form, select Project Native Tasks Setup tab in the form, it shows newly added Tasks

2. Select Role/User based on the requirement - If a task is done by only one resource, then configure User (Resource) for the task. If a task can be done by any one of the resource in a role, then configure Role for the task and configure list of Users (Resources) for the role in Project Role Users Setup tab

After Role/User Setups are done, click Apply button, select Operations tab and then click Commit button

It asks confirmation, click Yes button on Confirmation dialog, it shows the following Commit Results

Click Done button on Commit Results Dialog and then close the application frame.

Then the project is moved to next state called Ready 4 uploading Master Plan.

See Also

Project Creation/Updation Process (Obsolete)

Change Project from Project Creation Workflow to Project Creation/Updation Process

Upload updated Master Plan

Configure and Create/Update Project