With a project in context, click the + sign beside People on this Project.
In the Add Role window, click Select a Role.
Select a role and click Save to confirm.
You will return to the Add Role window, where Start/End Dates and Allocation Percentage can be modified. Click Add to confirm the changes.
Delete Roles
With a project in context, select the requested role.
In the role window, click Edit, which will take you to the Edit Role and Allocations window.
Selecting a role that is unfilled will take you to the Place a Person window. From here, click Edit to go to the Edit Role and Allocations window.
Select Delete Role. If the role is filled, a warning message will appear.
Select Delete to proceed or cancel to withdraw.
Place a Person in a Role
With a project in context, select the requested unfilled role. The Place a Person window will open.
Select a person from the list.
The list of people will default to the selected role. This list can be further filtered by applying additional filters or using the search bar.
Click Save to confirm. You will see the updates on the Projects window.
Remove a Person from a Role
With a project in context, select the requested role.
In the Role window, tap Edit, which will take you to the Edit Role and Allocations window.
Click the orange X beside the person's name. If the role is filled, a warning message will appear.
Click Remove to proceed or cancel to withdraw.
Edit Role and Allocations
Select an existing role.
On the role window, tap Edit, which will take you to the Edit Role and Allocations window.
Selecting a role that is unfilled will take you directly to the Edit Role and Allocations window.
Here you can modify a Role's Start/End Dates and Allocation Percentage. The Allocation itself can also be edited, including removing the person and updating Start/End Dates.
