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Planview Customer Success Center

Resource Roles

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Indicate the type of roles in which the resource can operate. These are used in planning so that required effort is input by role and then suitable resources that have a matching role are assigned. The available ones are set up as resources with a type of ‘Role’.

You can select several roles for a resource and may also indicate the resource’s primary role. This may be one that is already selected for the resource or, if not, is added to the list.