In order for Inspire Planner users to be able to use the Role field on Project Tasks and Project Teams, you will need to set the field visibility for the Role field in both the Project Task and Project Team Objects. The Role picklist can also be customized to contain your preferred values. This help article will show you how to configure the Role field.
This section will walk you through how to customize the values you see within the Role picklist.
If do not see the Role column in the Project UI or do not see the Role field when adding Project Team members, you will need to review the field visibility for the Role field in both the Project Task and Project Team objects.
This section will walk you through how to set the field visibility for the Role field in the Project Task Object.
This section will walk you through how to set the field visibility for the Role field in the Project Team Object.
Now that you've configured the Role picklist to include the values you need and have made the field visible, you will need to make sure it is part of the page layout for Project Team so that you can specify a role when you add Project Team members.