In Inspire Planner, Roles are used to automatically assign Tasks to Project Team members. When a Role is specified for a Task and a Project Team member is added with the same Role, Inspire Planner then automatically assigns the Tasks to the Project Team member based on the Role.
The Role picklist only allows you to select one role per Task. With the new Multi Role picklist for Project Tasks, you can now select multiple roles for the same Task. For example, you may have a Task that needs to be done by both a Developer and Project Manager. With Multi Role, you can select both Developer and Project Manager. When you create Project Team members where Role is Developer or Project Managers, then Inspire Planner will automatically assign the Task to both Developer and Project Manager.
If you have already specified Roles for Tasks in your Projects and Templates, you will need to migrate these values to the Multi Role picklist.
Please Note the following:
This help article will walk you through the necessary configurations to migrate Role to Multi Role.
If you have custom permission sets, you will need to enable access to the new Multi Role field in the Project Task Object.
The next step is for you to migrate the existing values in the Role picklist to the Multi Role picklist.
Complete the steps in this section only if you were previously using Role. Otherwise you can skip to the next step by clicking here.
It is also recommended that you remove "Role" and instead add and use the "Multi Role" picklist in the Project Schedule (Gantt).
We recommend training your users to use Multi Role picklist moving forward.