Project Roles

What are Roles?

A Role is a job or function that is required on the Project, they group Responsibilities and Required Skills together to detail the specifics of the required job. Roles are assigned to Stakeholders to designate their duty and available Skills on the Project.

Project on Demand offers the ability to define Stakeholder Roles via Role Management and assign them to Stakeholders in Edit Stakeholder.

Role Management can be accessed by clicking the Role Management button in the side menu of Project Maintenance or by clicking Open Tool through an associated Goal on the Phase Progression.

How should they be used?

Usage of Roles within Project on Demand is as follows:

Project Management Process Step Action within Project on Demand
1 Identify and record a required Project Role. Create a new Role.
2 Assign Required Skills to Project Role. Assign Required Skills to the Project Role, creating new items through Required Skill Management if necessary.
3 Assign Responsibilities to Project Role. Assign Responsibilities to the Project Role, creating new items through Responsibility Management if necessary.
4 Assign Project Role to Stakeholder(s). Assign the Role to one or more Stakeholders.

Role Properties

Name Description Possible Values
Title Title of the Role. Text.
Role Associated Responsibilities Responsibilities associated with the Role. List of Responsibilities.
Role Associated Required Skills Required Skills associated with the Role. List of Required Skills.

Managing

Role Management can be used to Create, Edit, Import and Remove Roles.

Role Management can be accessed by clicking the Role Management button in the side menu of Project Maintenance.

Role displayed are sorted in ascending order by Title.

Creating a new Role

Clicking on the New button will display a child window to record the Title of the new Role.

Once the Title is set the new Role can be created by clicking the Save button at the bottom of the child window. If any validation errors are encountered they will display at the bottom of the child window and must be rectified before the new Role can be successfully created.

Upon successful completion of creating a new Role the child window will close, a success message will display at the bottom of the application and the application will navigate to Edit Role so the newly created Role can be configured.

If the Cancel button is clicked, the child window will close and nothing will be saved.

Editing a Role

Selecting a Role and clicking on the Edit button will navigate to Edit Role so the Role can be configured. Alternatively the row can be double-clicked to perform the same action. The Edit Role page will be navigated to upon successful creation of a new Role.

Available Responsibilities and Required Skills are displayed on the right and can be assigned to the Role by clicking the button in the Assign column of the DataGrids. Responsibilities and Required Skills can be unassigned by clicking the button in the Unassign column of the DataGrids displayed on the left.

An Open Responsibility Management and Open Required Skill Management button are available to open the respective child windows so new items can be created without having to navigate out of Edit Role.

Once all necessary changes have been made the Role can be saved by clicking the Save button at the bottom of the application. If any validation errors are encountered they will display at the bottom of the application and must be rectified before the Role can be successfully saved. Opening child windows will also trigger a save for any changes made.

Upon successful completion of the editing process the application will navigate back to Role Management and a success message will display at the bottom of the application.

If the Cancel button is clicked, tthe application will navigate back to Role Management and any changes will be cancelled.

Removing a Role

Selecting the Role to remove and clicking on the Remove button will display a removal confirmation window. If Cancel is clicked the confirmation window will close and the Role will not be removed. If Yes is clicked the selected Role will be removed and a successful removal message will be displayed at the bottom of the child window.

Importing Roles

Clicking the Import button will display the Import Roles child window.

In order to view and import Roles from another Project, a Project must be selected from the "Import from Project" drop-down at the top. The drop-down is populated with any Projects that have Roles defined.

Roles and associated Responsibilities/Required Skills that have been checked in the Import columns of their respective DataGrids will be Imported once the Import button is clicked. The Check All feature can be used to check all displayed Roles and their associated Responsibilities/Required Skills.

Upon successful import the child window will close, a success message will be displayed at the bottom of the application and the last of the newly imported Roles will be selected.