Manage Projects › Manage CA Clarity PPM Projects using Open Workbench › About Resource Role Assignments › Edit Resource Roles at the Project Level

Edit Resource Roles at the Project Level

Use the Advanced tab on the Resource Properties dialog box to edit the resource's role. You can also edit resource roles from the resource details pane if you have added the Primary Role and Project Role fields to the pane.

To edit a resource's role at the project level

1. From a view that displays the resource detail pane, right-click the name of the resource whose role you want to change and select Modify from the shortcut menu.

   The General tab on the Resource Properties dialog box opens.

2. Select the Advanced tab.

   The resource's advanced properties display.

3. Do one of the following:
   • To edit the resource's primary role, scroll to the Primary Role field.
   • To edit the resource's role on the project, scroll to the Project Role field.

Note: If you are using Open Workbench with CA Clarity PPM, the project roles that are listed are all the resource roles defined in CA CLARITY PPMCA Clarity PPMe from the drop-down, and click OK.

The selected resource role is applied to the resource. The Resource Properties dialog box closes.

More information:

About Resource Role Assignments

How to Save Projects back to CA Clarity PPM