Project role schemes

Owned by Karina Zoin
Last updated: Jan 29, 2024
1 min read

Project Role Schemes are collections of project roles that can be used when a project is created.

Create new Project Role Scheme

  1. Select Apps from the Settings menu () on the top right corner.
  2. Navigate to DELEGATED PROJECT CREATOR > Project template settings in the left sidebar to view the Configure project templates settings page.
  3. Select the Project role schemes tab.
  4. Enter a meaningful name for the project role scheme, select the check-box under Exclude default roles to exclude the default role, and click () to add it to the project role scheme list.
  5. Once the scheme is created, click the Add project roles link to add user or group entries to the scheme from the Edit Project Role Scheme window.

Edit or delete an existing project role scheme

For the project roles to be applied, the creator must be a project administrator. Please ensure that your Permission Scheme has granted the Administer Project permission to the Project Lead role.

In the Project Role Schemes tab,

  • Click Edit () next to an existing project role scheme to edit the respective details within the row. Click Update to save your changes.
  • Click Delete () next to an existing project role scheme to delete that scheme. You are prompted for confirmation before you delete a scheme.

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