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A role serves several functions within Projector, but at its core it represents demand for labor. This demand is supplied by a resource. For example, you may have a project that requires a Team Lead, Writer, and Social Media Manager. So you create a role for each one. These roles are then staffed by Sally, Joe, and Henry.

A useful analogy to understand Projector roles is to think of an actor/actress. Just like you have actors in a play, you have actors on a project. Each actor has a role. Some people may even have multiple roles in the same play. It is the director's job to identify all the roles and assign the appropriate actor/actress. In keeping with this analogy, a project is like a script. A script defines all the parts and what will be said. In the same way a project defines everything that must be done and who will do it.

Roles also have functional purposes. Some of their commons uses are:

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  • Limit who is allowed to work on a project
  • Schedule out all the work that must be done on a project
  • Setting billing rates
Tip

See the Roles MP page for a higher level introduction to roles.

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Right click on a role and choose Delete Role. See How do I delete this role if the option is grayed out.


Edit Role

Double click on any grid row to open the Role Editor

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