Projects > Gantt > Gantt Settings > View Projects Roles
In the Gantt Settings, View Project Roles can be enabled. This displays the project, the roles, and the people filling each role. Clicking on any person will allow you to open that person's profile in the Edit view.
Adding & Deleting Roles
- Click Add a Role under the project roles.
- Select a role in the Add a Role window.
- Update the Start/End Dates and Allocation Percentage accordingly.
- Click Save to confirm the changes. The new role will appear under the project.
- To delete a role, select the requested role.
- Click Remove Role.
- Click Remove to proceed with the request.
- Click on an existing Role, which will open the Role panel.
- The Role Type, Start-date, End-date, and Allocation % can all be edited from here.
- Click Save to confirm the changes.
Place a Person
- Click on the unfilled roll, which will open the Place a Person window.
- 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.
- Once a person is selected, their name will appear at the bottom of the window. Click Save to confirm.
Editing and Deleting Allocations
- To edit an allocation, click on an existing filled Role.
- The Start-date and End-date for the allocation can be edited from here
- If a person needs to be removed from the role, click on the X beside the person's name.
- A confirmation message will appear.
- Click Remove to confirm the change.
- With View Project Roles enabled (found in Gantt settings), click the Gantt bar to view more information on the person in the role.
- From there click on the person's photo to visit their profile.
- Select the required project.
- In the Roles section, scroll to the requested role.
- Click the edit pencil under the % column.
- The allocation can be updated by changing the percentage or clicking the three edit dots, which will open the Customize Allocation window.
- Select the Allocation breakdown - custom range, monthly, or weekly.
- Modify the allocation values accordingly.
- Click Save to confirm.
Some roles aren't necessarily required for a continuous period of time on a project. When a role is set to 0% allocation, this means that the role is not required on the project at that time.
- Example: a Project Manager may be on a project for Pre-construction and Construction phases but there is a two-month gap between the phases due to a delay in permits.
0% allocation is set via Custom Range in the Customize Allocation window.
Using this method will help ensure accuracy with role counts.