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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. Primary roles are used in capacity and demand calculations.

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 additional Organization roles

Any number of roles outside of a resource's primary role can be used when staffing a resource using the Staffing screen - can filter by the additional role - as well as in PPA. These roles are purely for filtering, and do not influence capacity and demand.

  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.

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4.      Click Save.