Creating project roles

Project roles are assigned to employees when the posting project personnel record is created.

  1. Select Financials > Project Ledger > Setup > Project Setup.
  2. Click the Roles tab and click Create.
  3. Specify this information:
    Project Role
    Specify a code that represents a project role.
    Description
    Specify a description that represents a project role.
    Role Type
    Select the role type. These are the valid role types: Administrator, Manager, Principal Investigator, XM Approver, and User Defined.
  4. Click Save.