Prerequisites

• Access to the Configuration > Communication > Project role (PR043) menu.

Introduction

Defining communication roles in projects is essential to clearly establish the responsibilities and functions of the members of the teams involved. Each role represents the performance expected from a participant in the structure of a project.

The roles that may be assigned to team members, such as sponsor, project manager, program manager, functional manager, business analyst, etc., must be created through the Project role (PR043) menu.

Configuring a project role

1. Access the Configuration > Communication > Project role (PR043) menu.

2. Click on the toolbar button.

3. Enter a name and an ID # for the role that will be performed in the project.

4. In the Description field, specify the assignments and provide other important information about the role.

5. Click on the button to finish the record.

Conclusion

Once roles are created, they can be assigned to team members teams for project communication, promoting a clearer division of responsibilities and contributing to a more structured and efficient management.