I can't figure out a way to add a specific project position as a position in the Project Register View

I can't figure out a way to add a specific project position as a position in the Project Register View

Example Used: A project manager role (custom role setup within the project positions):

 

image-20240625-060443.png

 

STEPS: 

  1. Using the 'Custom Staff List 2' we can link this field to the 'Project Manager' role. 

To do this - we need to activate this role on the project details object within the workflow (like the below):

Note: Can move the field up above the service manager or where you see fit on the page. Can also make this mandatory if it is a mandatory role. 

image-20240625-060510.png
  • to be completed on all workflows active 

  1. Configure this field/ role on the Project Register View:

image-20240625-060538.png
  1. Assign the Project Managers now on the project details object (as per how you do for the Proponent and Sponsor: SAVE (this is the manual saving that is required (or via script if you have a lot) for existing records.

 

image-20240625-061000.png
  1. Check register:

I assigned a PM for the 2 projects across the 2 workflows and it is showing correctly. 

image-20240625-061053.png

 

image-20240625-061144.png