This guide explains how to use project roles in Caperity.
What are Project Roles?
Project roles define what a person does on a project.
For example, one person might be the project manager, while another might be a designer. Assigning roles helps everyone understand who’s responsible for what.
Setting up Roles
Roles can be defined in settings via Team Members > Roles:
You can enter a role short code that can be used for display in reports or dense tables.
Assigning Default Roles
Each team member can be assigned a default role. This role is used when assigning a person to a project, but you can still set individual roles on a project level.
This reflects reality, where people often wear different hats, depending on the project. In one project they may be an engineer, and in another one a project manager.
Caperity allows you to set roles flexibly per project.
Assigning Roles on Project Level
Whenever you assign a person to a project using the staffing panel, you can choose the appropriate role from the dropdown menu:
Make sure to hit Save whenever you make changes to project staffing.
Displaying Project Roles in the Planning Views
We’re currently working on the option to show project roles alongside team members in the planning views. Stay tuned.