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Assign Project Roles for Workforce Planning


To assign project roles for Workforce Planning.


Project roles identify key contacts on your projects, such as the site manager, foreman, project manager and so on. You can filter for project roles when viewing your projects. Finally, project roles can be included in assignment alerts so your workforce knows who to contact when they arrive at the worksite.

Things to Consider


  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Project List.
  3. Click the name of your project.
  4. Locate the 'Project Roles' section and click New.
  5. Select a Job Title by using the Select Role drop-down menu. See Create Job Titles for Workforce Planning.
  6. Select the Assignee from the drop-down menu.
  7. Click Save.