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Resource Management: Project Owner and Primary Role association


Level 2


When creating a project using a template with task assignments to job roles, if you are assigned as the project owner and also have your primary role assigned to the tasks within the project, when clicking "Save Changes" to create the project, it would be ideal if you could get a pop-up asking if your name should be selected to self-assign to fill that role for all tasks within the project containing that role assignment.


  • For projects that contain only tasks that will also be assigned to the owner, reducing the clerical duty to navigate to the Staffing tab.
  • For projects that contain tasks with multiple job roles, this will save time self-selecting, especially when creating multiple projects on a daily basis.