Summary

Role the worker played on a project (or default role as fall back). Recorded at an Hours transaction level.

Dynamics 365 Menu Item(s)

  • Project management and accounting > Setup > Resources > Setup roles
  • Project management and accounting > Inquiries and reports > Transactions inquiries > Hour > Role ID (Field)
  • Project management and accounting > Inquiries and reports > Forecast inquiries > Hour > Role ID (Field)

Legacy data model’s data entities

  • PMBI_deProjectRole

New data model’s data entities

  • PMBI_PSASchedRoleEntity

Synapse link approach tables

  • PSASchedRole

Field level functional description

  • ProjectRoleDescription: The descriptive name or explanation of the project role (e.g., Project Manager, Developer).
  • ProjectRoleDescription_ProjectRoleID: A combined field of the project role description and its ID for easier identification and reference.
  • ProjectRoleID: The unique identifier for the project role, used for classification and assignment.
  • ProjectRoleID_ProjectRoleDescription: A combined field of the project role ID and its description for easier identification and reference.

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