Roles

Resource Management /

Managing Project Resources

Keep track of all the Project Resources within your business, including people, assets, clients & contracts, and placeholders

What are Roles?

Roles in Mission Control are a robust system for managing project resources and assets within your organization. A role can represent an individual, be it a client, consultant, employee, or even an asset like a meeting room or a vehicle.

You can link Mission Control Roles to a Salesforce User, Contact, or be a standalone Asset or Placeholder record. These Roles are pivotal in efficiently allocating resources, tracking costs, and maintaining project organization.

Why are Roles important?

In the dynamic landscape of project management, understanding who is doing what, their availability, rates, and skills is crucial for successful project execution. Roles in Mission Control streamline this process by centralizing all relevant information about project contributors and assets. This feature empowers project managers to make informed decisions, optimize resource allocation, and ensure projects are completed within budget and timelines.

Your Salesforce Project Management Command Center

Mission Control provides an extensive feature set to enable you to manage your end-to-end Project Management in Salesforce

What are the benefits of Roles?

Resource Optimization: Easily assign the right people with the required skills to projects, ensuring optimal resource utilization.
Cost Management: Gain insights into hourly rates, billable targets, and cost rates, enabling accurate cost estimation and margin analysis.
Project Organization: Maintain a structured overview of project contributors and assets, enhancing overall project organization and efficiency.
Real-time Visibility: Access role records from the Roles tab or Mission Control Console, providing real-time visibility into project resources for better decision-making.
Skills Assignment: Utilize the Skills Assignment feature to match contributors’ skill sets with project requirements, improving project quality and outcomes.
Global Search and Navigation: Easily locate and manage role records using global search or dedicated tabs in the Mission Control Console, enhancing user experience and productivity.

By leveraging the Roles feature in Mission Control, businesses can streamline their project management processes, optimize resource allocation, and ultimately deliver successful projects on time and within budget.