Resources › 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 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.

Follow these steps:

1. Open a view that displays the resource detail pane.
2. Right-click the name of the resource whose role you want to change and click Modify in the shortcut menu.
3. Open the Advanced tab.
4. Complete one of the following steps and click OK.
   • 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 the resource roles that are defined in CA Clarity PPM from the drop-down.

More information:

Resource Role Assignments

How to Save Projects back to CA Clarity PPM