Associating Roles with Tasks

When planning a project, tasks can be associated with a specific role prior to booking the exact resource who will complete the task. This can help produce more accurate cost estimates as well as a detailed role load view in the early stages of project plan management.

Figure 5-2. Task with role assigned but no resource

To book a role for a task:

  1. Open the work plan.

  2. Select the task to which you want to assign a role.

  3. Provide a value in the Role field.

  4. Click Save.