Project Roles Add-On Overview

Overview of the 3 roles on a project: Manager, Scheduler, Resource. As well as the System Role in the Profile: PMO Manager.

Transcript:

This video is an introduction to the Project Roles add-on in Project Insight. You'll find project roles in the Resources > Project Roles tab under any project in Project Insight. Project roles are different from system roles in their scope; project roles only apply on a project-by-project basis, whereas system roles apply to the entire system. You can easily change a resource's project role through the Permissions column unless the user has the System Admin or PMO Manager role under their user profile, which overrides project roles. The user's project role will take precedence.

Before going over the specific roles, you can see there’s an “X” in the Primary PM column beside my name. This is to indicate that I am the primary project manager for this project. This designation does not add any permissions and is only there for reporting purposes. Just know that there can only be one primary PM for each project.

To turn on and manage the Project Roles add-on, you'll navigate to your add-ons page. The first thing you'll see is that the Project Roles add-on does not require any further configuration other than installation. It is simply either on or off in your system.

Going over the roles, the PMO Manager role is actually a system role, as we saw earlier, and allows PM status on all projects in the system. The Project Manager and Project Scheduler roles are essentially the same, except that schedulers do not have access to budget information. Project resources are only there to update and work on assigned tasks. For more information about project roles, you can look through your Project Resources tab on any project.

Make sure to assign the right roles for your projects and remember not to check a user as a PMO Manager unless you want them to have project manager status on all projects.