Admin Guide - Customize Role Picklist

Last Modified On: November 12, 2024

Roles are used to identify the role responsible for a project task. When you add project team members and specify their role in the project, Inspire Planner then automatically assigns project tasks to resources based on the role. For more information on the auto-assignment feature, please see Auto Assign Tasks to Project Team Members using Roles.

When you install Inspire Planner, the Role picklist already includes default values. However, you can customize the picklist values. This help article will show you how.

Please note:

The steps below must be done by a Salesforce System Administrator as it requires access to Salesforce Setup.

1. Click on the Gear icon in the top right corner and go to Setup.
   
   
    
2. Enter "picklist" in the Quick Find box in the top left and click on Picklist Value Sets.
   
   
   
    
3. Click on Role.
   
   
    
4. In the section labeled "Values", you will see the existing picklist options. From here you can add new values by clicking on New. To remove a value, you can either delete or deactivate it. If you would like to specify the order of how the values appear in the picklist, click on Reorder.