Creating a Role

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Project Management provides the following options for creating roles in operative projects and project templates:

You can create a role without a template
You can copy a role within a project or project template
The role is copied with its demand, task assignments, qualification requirements, documents and object links. Staffing and candidates are only copied if the role type requires direct staffing rather than a staffing process.
You can include a role from a project template
The role is copied with its demand and qualification requirements, but without task assignments, documents and object links. Staffing and candidates are only copied if the role type requires direct staffing rather than a staffing process.
You can copy roles from an operative project
This feature enables you to copy a role from another operative project to a new role or add its staffing to an existing role in the target project. For more information, see Copying Roles and Staffings.

Prerequisites

In Customizing for SAP Portfolio and Project Management under Project Management Resource Management Basic Settings for Roles Define Role Types , you have defined role types.
In Customizing for SAP Portfolio and Project Management under Project Management Structure Define Project Types , you have specified how roles can be created in operative projects. You can find this setting on the Details view of your project types, in the Resource Management screen area. If “role creation by include only” is active for a project type, you cannot create roles without a template or copy roles in operative projects of this type.
You can only include roles from a project template, if the template has the status Released.

Procedure

In the Resources view of your project, open the Details subview, or access the Staffing Overview and choose Dates.

Depending on how you would like to create your roles, proceed as follows:

Creating a Role Without a Template

Choose Create Role.
Enter the required data on the General tab page of your role.
If you have assigned role types to your project type in Customizing , only these role types are available in your project.

For more information, see General Definition of a Role.
If you are in the Staffing Overview, choose OK.
Save your project.

Copying a Role Within a Project or Template

In the Details subview of the Resources view, select the role that you want to copy, and choose Copy Role.
In the Staffing Overview, choose Copy in the context menu of the role that you want to copy.
Change the basic data of the copied role as required.
Note that you can only change the role name and the demand of distributed roles in the Detail subview of the Resources view.
Save your project.

Including a Role from a Project Template

Choose Include Role.
Enter the required search criteria, and choose Find.
In the search result, click on the role number of the role that you want to include.
Change the basic data of the included role as required.
Note that you can only change the role name and the demand of distributed roles in the Detail subview of the Resources view.
Save your project.

Result

The new role is displayed in the Roles screen area on the left of the Details subview and in the Staffing Overview. You can now add further role data as required. For more information, see: