Purpose: The purpose of this exercise is to show you how to set up project roles in your company. Some of these project roles can later be defaulted or manually added to your projects in this company.
Windows:
Project Basic/Default Project Role
Project Role ID | Description | Type of Role | default to Project |
PM | Project manager | Project manager | Yes |
SPM | Sub Project Manager | Sub Project Manager | No |
AR | Activity Responsible | Activity Responsible | No |
PCC | Project Cost Controller | Other | Yes |
PPM | Project Purchasing Manager | Other | No |
General exercise for Defining Default Project Roles
Purpose: The purpose of these exercises is to show you how to enable project roles and project role assignments to a project. The exercises will also show you how project role assignments are updated if project roles are added or deleted to the project and how you can view project role assignments.
Purpose: The purpose of this exercise is to update the project with the project roles that should be allowed to be use in your specific project. Later you can assign persons to these roles in your project.
Prerequisites: Your project has been created after you have defined the default project roles in the basic data set up. This project should have at least two sub projects (SP1 and SP2) and two activities to each sub project (A11 and A12 respective A21 and A22).
Windows:
Project/Project Roles
Project Role ID | Description | Type of Role | Comment |
PM | Project manager | Project manager | This was defaulted when the project was created. |
PCC | Project Cost Controller | Other | This was defaulted when the project was created. |
PPM | Project Purchasing Manager | Other |
Note: This tab contains the project roles that are allowed to be used in your specific project. You can delete or add project roles in this tab. If you add a new role this role must first have been defined for the company in the Project Basic/Default Project Role window.
Purpose: The purpose of this exercise is to show how you automatically by using an option can generate project roles and assign persons to these roles in the project (if applicable).
Prerequisites: Your project has been created and project roles have been added to this project.
Windows:
Project
Project/General
Project Navigator
Project Navigator/Sub Project
Project Navigator/Activity
Project/Roles Assignment
Project Role ID | Description | Sub Project ID | Activity ID | Person ID | Name | Assigned by System | Project Access |
PM | Project manager | MIKE | Michael Schumacher | Yes | Yes | ||
PCC | Project Cost Controller | No | Yes | ||||
PPM | Project Purchasing Manager | No | Yes |
The project role assigned by the system, in this case the PM, is automatically assigned by the system to the top of the project and with the person MIKE (which you entered as a project manager).
The two project roles of type other i.e. PCC and PPM are also assigned to the top of the project by default. You can however, delete, copy or insert these types of project roles at any level in the project structure. You must assign persons to these roles manually.
Purpose: The purpose of this exercise is to show how you can add new project roles for sub project manager and activity responsible and generate role assignments for these project roles.
Prerequisites: Your project is created and project roles are added to this project. The project role for sub project manager (SPM) and activity responsible (AR) are added in the Project Basic/Default Project Role window.
Windows:
Project/Project Roles
Project/Roles Assignment
Project Role ID | Description | Sub Project ID | Activity ID | Person ID | Name | Assigned by System | Project Access |
PM | Project manager | MIKE | Michael Schumacher | Yes | Yes | ||
PCC | Project Cost Controller | RALF | Ralf Schumacher | No | Yes | ||
PPM | Project Purchasing Manager | ALAIN | Alain Prost | No | Yes | ||
SPM | Sub Project Manager | SP1 | MARIO | Mario Andretti | Yes | Yes | |
SPM | Sub Project Manager | SP2 | NIGEL | Nigel Mansell | Yes | Yes | |
AR | Activity Responsible | SP1 | A11 | DAMON | Damon Hill | Yes | Yes |
AR | Activity Responsible | SP1 | A12 | EDDIE | Eddie Irvine | Yes | Yes |
AR | Activity Responsible | SP2 | A21 | JACKIE | Jackie Stewart | Yes | Yes |
AR | Activity Responsible | SP2 | A22 | JAQUES | Jacques Villeneuve | Yes | Yes |
Both the project roles SPM and AR are roles that are assigned by the system. These roles cannot be updated, inserted or deleted manually but only by using the right mouse button option Generate Role Assignments.
Purpose: The purpose of this exercise is to show how you can delete project roles and the corresponding role assignments.
Prerequisites: Your project has been created and project roles and project role assignments have been added to this project.
Windows:
Project
Project/Project Roles
Project/Roles Assignment
Project Role ID | Description | Sub Project ID | Activity ID | Person ID | Name | Assigned by System | Project Access |
PM | Project manager | MIKE | Michael Schumacher | Yes | Yes | ||
PCC | Project Cost Controller | RALF | Ralf Schumacher | No | Yes | ||
SPM | Sub Project Manager | SP1 | MARIO | Mario Andretti | Yes | Yes | |
SPM | Sub Project Manager | SP2 | NIGEL | Nigel Mansell | Yes | Yes |
Project role assignments to project roles assigned by the system can only be deleted by first deleting the project role in the Project Roles tab and then run the right mouse button option Generate Role Assignments in the Project Role Assignments tab.
Project role assignments to manually assigned project roles (roles of type Other) can be deleted either by deleting the project role in the Project Roles tab (this will delete the corresponding role assignments if you answer ok on the message “Deleting non-system assigned project roles will cause to delete the role assignments they are currently used in”) or by manually deleting the project role assignment record for the project role in the Project Role Assignments tab. It is not necessary to run the right mouse button option Generate Role Assignments to delete these types of roles and their assignments.
Purpose: The purpose of this exercise is to show how you view the project role assignment in your project. It also shows you e.g. how you can display which persons that have been assigned to a specific project role and in which projects.
Prerequisites: Your project has been created and project roles and project role assignments have been added to this project.
Windows:
Project Management/Plan and Execute/Project/Project Role Assignments
Project Management/Plan and Execute/Project Navigator/Project Role
Assignments Project Management/Analysis/Project Role Assignments