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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create a resource role

Define project-specific roles for team members based on their skills and competencies.

Before you begin

Role required: resource_manager

Procedure

  1. Navigate to All > Resource > Resources > Resource Roles.

  2. Select New.

  3. On the Resource Role form, fill the fields.

    For a description of the field names, see Resource Role form.

  4. Select Submit.

Parent Topic:Resource allocation

Related topics

User resources and group resources

Create allocations

Reject a resource plan from the Resource Plan form