Create Company Roles

Contents

To create company roles:

1. Right-click on the top-level (All Projects) folder and choose Dictionaries, Company Roles to open the Company Roles Dialog Box.
2. Click Add to open the Company Roles Detail Dialog Box.
3. In the Acronym field, enter the abbreviation for the new company role. You can enter up to four characters.
4. In the Description field, enter a description for this role. This description should be easily distinguishable from the other items to avoid confusion.
5. From the Type Name drop-down list, select the role type.
6. From the Move Below drop-down list, select the location below which you want to insert the definition.
7. Click Save and Close to save the new company role. The new company role is now available for use in your documents.

   Notes:

   • You can sort and select report documents by company role. When you generate multiple copies of a change or request document, you can address copies of the document to all contacts assigned a particular role in the company directory.
   • You can change the acronym and description, but you must select one of the type names from the drop-down list to categorize the company roles you create.
   • Company roles defined here appear in all projects in the project database.