Functional roles

When you set up a project, you assign individuals to tasks based on the individuals' functional role or job role, such as writer, graphic artist, or project manager. Unica Plan uses the concept of roles as a bridge between people and tasks.

Roles have the following benefits.

  • People come and go: assigning a role to a task makes it easier to control work when people leave or return to a project.
  • Resources are not always available: you can assign a role to a task before any people are available to fill the role or perform the task.
  • Roles are predictable: you can create project templates with standard roles and fill people into the roles independently for each project you create from the project template.