What are custom project roles?
Answer
Use the Company Admin tool to create custom project roles that match your organization’s specific titles, such as ‘Assistant Project Manager’ or ‘Senior Project Manager.’
Other examples of roles you might want to create:
Owner, Vice President, Senior Project Manager, Project Architect, Project Manager, Assistant Project Manager, Field Project Manager, Land Planner, Senior Project Architect, Associate Architect, Concrete Contractor, Drywall Contractor, Electrical Contractor, Plumbing Contractor...
When adding a custom project role, you must always specify:
Type. Whether the role is performed by a Person or a Company.
Group. How the group should be classified.
Once defined, these roles allow you to categorize and display your 'Project Team' members on each project’s Home or Overview page.