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The Roles area can be reached by browsing to https://app.projectorpsa.com/x/RoleSearch or by clicking Topics | Plan Projects & Planning | Roles.

Child pages (Children Display)

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Permissions and Settings

The following people can access the Plan Roles topic:

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Your installation contains the following default searches:


SearchDescription
Default

Show each project and its roles

  • Group by project
  • Role
  • Resource
  • Role status
  • Start date
  • End date
  • Role type
Role List

Shows all roles on open projects

  • Role
  • Project
  • Resource
  • Requested hours
  • Booked hours
  • Scheduling status
Role Schedules by Resource (my projects)

Show each resource and their roles on my projects

  • Group by resource
  • Project
  • Role
  • Role status
  • Schedule chart phased by month
Roles by Project

Show each project and its roles

  • Group by project
  • Role
  • Role status
  • Booked hours chart phased by week
Roles by Resource

Show each resource and their roles

  • Group by resource
  • Role
  • Role status
  • Booked hours chart phased by week
Roles Needing Attention

Roles that are Request in Process or Schedule in Process

  • Group by resource
  • Project
  • Role
  • Role status
  • Schedule chart phased by week
Unmet Scheduling Needs

Roles that are Request in Process or Schedule in Process

  • Group by project
  • Role
  • Resource
  • Role status