Role - User Defined Fields

To reach this screen open a role and click UDFs. 

Permissions and Settings

You can view a role, and these UDFs, if you can view a project. The following permissions grant view access:

• You are the engagement manager
• You are the project manager
• You can Act as PM on the project
• You have the cost center permission Maintain Projects and Engagements
• You have the cost center permission View Projects

The following people can edit UDFs:

• Anyone with the cost center permission Maintain Projects and Engagements
• Engagement/Project Managers with the stage permission Create Roles for the project's current stage

To edit available UDFs, see the User Defined Fields Editor

Edit

The types of edits you can perform depend on the UDF type.