How to add roles to a project

In this article

• Project roles
• How to add roles to a project
• Adding subcontractors or operatives to a project
• Want to know more?

Project roles

The ‘Project Roles’ section allows you to identify who has been designated which role on the project. This data is stored with the project for future archive reference. This section is also used to record which subcontractors and operatives are currently onsite. The built-in site register can maintain records of who is working on current and previous projects.

How to add roles to a project

1. Expand the main Chalkstring black menu bar and click on the ‘Projects’ menu.
2. Search for and click the 'Project' to add the variation to.
3. Within the project homepage, click ‘Project hub’ sub menu.
4. From the ‘Project Hub’ page, expand the blue menu bar and click ‘Project Roles’.
5. To assign users to a project role, click the 'Add More+' button next to each role.
6. Search for and click on the users to be assigned to the selected role.
7. Click 'Select Item(s)+' in the bottom left corner to add these users.

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Adding subcontractors or operatives to a project

The ‘Subcontractors’ and ‘Operatives’ sections can be searched and subcontractors or operatives added to the project.

1. To add a subcontractor or operative, click '+' in the appropriate section, search for and click on the subcontractors or operatives required.
2. Click 'Select Item(s)+' to add the subcontractor or operative to the project.