How Project Roles can be used in LaborChart


Every project is unique, which is why every project has a settings page where certain details can be customized to suit the needs of each project. Project Roles are one of those options.  


Project Roles in Assignment Alerts


A Project Role can be used to define that someone fills a specific role for the overall project. 

 

In the below image, Darrell Abbott has the Project Role of Superintendent on this project.




Once someone has been added as a project role, their name, phone number, and email address are available as Dynamic Tokens to be used in assignment alert templates for the project. For a person's phone number and email address to be a Dynamic Token in the Assignment Alert Creation, they must have a phone number and email address entered in LaborChart. Dynamic Tokens will populate the configured project role information into the email messaging.



Project Roles on the Project Page


After a Project Role has been created, that role can then be listed as an optional column on the Projects Page. 

Below is an example showing that the Superintendent role has been added to the Project's Page as a column.




How to Add a Project Role


To add a project role to a project, first navigate to the project's details page.

  • On the left side of the page, scroll down to the Project Roles section
  • Click the New button



  • Select your desired Job Title and Assignee from the drop-downs
  • Click Save