Creating project roles

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

  1. Select Application Administration > Financials > Projects > Setup.
  2. In the Project Setup panel, click Roles.
  3. Click Create.
  4. 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.
  5. Click Save.