Define your organization’s resource roles

Resources in your organization may have different roles that represent the work they do. Configuring these roles in Project Web App is a two-step process. First, you need to create a list of all of the roles in your organization, and then you need to assign that list to a custom field.

Create a list of resource roles

  1. On the Quick Launch, under Settings, click Server Settings.

  2. Under Enterprise Data, click Enterprise Custom Fields and Lookup Tables.

  3. On the Enterprise Custom Fields and Lookup Tables page, scroll down to the Lookup Tables for Custom Fields section, and then click New Lookup Table.

  4. Type “Role” in the Name field.

  5. In the Lookup Table section, type the name of each role in your organization in the Value column.

  6. Click Save.

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Assign the list of roles to a custom field

  1. On the Quick Launch, under Settings, click Server Settings.

  2. Under Enterprise Data, click Enterprise Custom Fields and Lookup Tables.

  3. On the Enterprise Custom Fields and Lookup Tables page, in the Enterprise Custom Fields section, click New Field.

  4. Type “Role” in the Name field.

  5. In the Entity and Type section, click the Entity list, and then click Resource.

  6. In the Custom Attributes section, click Lookup Table, and then choose Role from the list that appears.

  7. Click Save.

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