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Define your organization's resource roles (Project Server 2010)

Project Server 2010

Published: January 27, 2011

Resources in your organization may have different roles that represent the work that they do. Configuring these roles in Microsoft Project Web App is a two-step process. First, you have to create a list of all of the roles in your organization, and then you have to assign that list to a custom field.

Create a list of resource roles

  1. On the Quick Launch, under Settings, click Server Settings.

  2. In the Enterprise Data section, click Enterprise Custom Fields and Lookup Tables.

  3. On the Enterprise Custom Fields and Lookup Tables page, scroll down to the Lookup Tables for Custom Fields section, and then click New Lookup Table.

  4. Type Role in the Name field.

  5. In the Lookup Table section, type the name of each role in your organization in the Value column.

  6. Click Save.

Assign the list of roles to a custom field

  1. On the Quick Launch, under Settings, click Server Settings.

  2. In the Enterprise Data section, click Enterprise Custom Fields and Lookup Tables.

  3. On the Enterprise Custom Fields and Lookup Tables page, in the Enterprise Custom Fields section, click New Field.

  4. Type Role in the Name field.

  5. In the Entity and Type section, click the Entity list, and then click Resource.

  6. In the Custom Attributes section, click Lookup Table, and then select Role from the list that appears.

  7. Click Save.

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