Building Project Teams › Staff Project Tasks › Change Staff Member Roles on Projects

Change Staff Member Roles on Projects

You can change a staff member's role on a project-by-project basis. This does not change the role identified for them in their resource profile. You can replace role assignments from either the Project: Team: Staff page or the Project: Team: Detail page.

To change a staff member's role on a project

1. Open the project.

   The Project: Properties: Main - General page appears.

2. Select the Team tab.

   The Project: Team: Staff page appears.

3. For the resource for whom you want to change the role, click the Properties icon.

   The Staff Member Properties page appears.

4. In the General section of the page, for Investment Role, click the Browse icon.

   The Select Role's window opens.

5. Select the role that you want to assign to the resource for this project, and click Add.

   The role displays in the list.

6. Click Submit.

   Your changes are saved. The Project: Team: Staff page appears, where the name of the resource's role has changed and displays in the Project Role field.