Skip to main content
Planview Customer Success Center

Assigning or Changing Organization Roles

Every resource is assigned a primary organization role. You can change the role at any time, as described below.

To change a resource's Primary organization role

  1. Click the Resources navigation icon and then double-click the resource in the All Resources list.
  2. Choose Menu > Edit and select a role from the Primary Organization Role droplist.
  3. Click Save.

If you can't find the role you need, contact your system administrator. Users with administrative privileges can create Organization roles.

To assign a secondary Organization role

  1. Click the Resources navigation icon and then double-click the resource in the All Resources list.
  2. Navigate to Resource Info screen for the resource and click the Profile left-nav link.
  3. Scroll to the bottom of the Skills profile to the section Organization Roles for: myResource and click the Edit button.
  4. Click the Include? checkbox next to any roles you wish to associate with the resource.

secondary_roles.png

4.      Click Save.