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To access the master data on project roles, select Project Costing > Master Data > Project Roles.

If you need to specify the roles your employees and customer contacts play in particular projects, you can create project roles.

By default, there are no project roles in the system.

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Figure 3: The Project Roles listA project role defines the responsibility or position that a person (like an employee or customer contact) holds within a specific project

Go to Project Costing   Master Data  Project Roles.

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To add a project role, click Create on the toolbar. This opens the "Project Role (Create)" dialog box.

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Figure 4: The "Project Role (Create)" dialog box

Type a role name in the Description field. Click Save if you want to save the role and add more roles.

Click To create a project role:

  • Enter the name of the role in the Description field (e.g., Site Engineer, Project Manager).

  • Click Save and Close to save the role and close the dialog box.