Page Comparison

Object

Tab (if applicable)

Can View

Can Add

Can Edit

Can Delete

Can Edit After Sign Off

Can Edit After Terminate

Can Finish/Can Sign Off

Project Details

Project Details

Can view the data entered.

Can view the data entered.

Can modify data present within any field in this tab.

Can remove the data in any field in this tab.

Can modify data present within any field in this tab after signoff.

Can modify data present within any field in this object after the project is terminated.

Can sign off the object.

Project Phases

Can add new phases.

Project Expenditure

Can add new expenditure types.

Can modify weights against existing Expenditure Types.

Can delete expenditure types.

Project Board and Team

Can add new project board members.

Can modify current project board members.

Can delete current project board members.

Task Planning

Can add new tasks and modify existing tasks.

Can modify existing tasks.

Can delete existing tasks.

Implementation Budget

Add new reporting years.

Add new budget lines for reporting years (new and existing reporting years).

Add/edit budget values of newly added reporting years and budget lines, until the object is saved.

Can edit budget values of existing reporting years and budget line.

Can remove the data in any field in this tab.

Preliminary Budget

Can add new budget lines within tabs.

Can edit/modify budget lines and values.

Can remove the data in any field in this tab.

Attach Document

Can add new attachments such as documents, URLs etc.

Can edit existing attachments.

Can delete attachments.

Advanced Scope

Advanced Scope

Can add project scope related information.

Can edit/modify project scope related information.

Can delete project scope related information.

Content Manager

(Trim) Document Links

Can add new attachments such as documents, URLs etc.

Can edit existing attachments.

Can delete attachments.

Image Gallery

Can upload images.

Can edit/modify uploaded images.

Can delete uploaded images.

Location

Can view the location data entered.

Can edit/modify location data within the object.

Can delete location data within the object.

Issue Register

Issues

Can add new issues, actions and decisions.

Can edit/modify add issues, actions and decisions.

Can delete add issues, actions and decisions.

Issue Actions

Issue Decisions

Risk Assessment

Can add new risks by entering a risk title and the responsible officer.

Information within risk detailed view will be shown in read only format.

Can edit/modify existing risks.

Can delete risks.

Interplan Link

Will be able to link an action to the project using New Action and Existing Action buttons.

Will be able to link a task to the project using New Task and Existing Task buttons.

Can tick/untick action filters and edit/modify existing linkages.

Can delete linkages.

Linkage

Strategy

Can add linkages (using Add All button or ‘drag and drop’ functionality).

Can mark a linkage as primary (using ‘Mark as Primary’ button).

Can remove linkages (using Remove button).

N/A

N/A

Service Profile

Funding Partners

Actions

Hierarchy Links

Incident

Can add new incidents.

Can link existing incidents to projects.

Can edit/ modify incidents.

Can delete incidents.

KPIs

KPI Explorer

Can add new KPIs.

Can link existing KPIs to projects.

Can remove KPI linkage.

Can view more information about KPIs using View KPI button against KPIs.

N/A

N/A

KPI Evaluation

Can add comments against KPI

Can export KPI information

N/A

N/A

KPI Analysis

Can view information within the tab.

Can export information in the tab.

N/A

N/A

KPI Progress

Can view information within the tab.

Can export information in the tab.

N/A

N/A

Reference

Child Projects

Can add new child projects.

N/A

Can delete linked projects.

Referenced Projects

Can add new referenced projects.

N/A

Can delete linked projects.

Outputs

Can add new project outputs.

Can edit/modify project outputs.

Can delete project outputs.

List

Can add linkages.

Can remove linkages.

N/A

N/A

Resource

Can add new resources.

Can edit/modify to resources.

Can delete resources.

Custom Object

Custom Object

Can view the data entered.

Can edit the data entered

Can delete the data entered.

Custom Table

When users are allowed to add rows (this can be set up from the configuration area);

Users with Can Add permission will be able to add rows to the custom table and add data in them till the first save. After the first save, the user will not be able to do any changes to the added data.

If users are not allowed to add rows, then the user will only be able to view the data entered.

Can edit the data entered.

Can delete the data entered.

Custom Attachment

Can add new attachments.

Can edit/modify attachments.

Can delete attachments.

Final Approval

N/A 

Can add sign off authorities and submit the object for sign off.

N/A

Close

Termination

Stakeholder Analysis

Can add new stakeholders.

Can edit/modify stakeholders.

Can delete stakeholders.

Assessment Model

Can view the data entered.

Can modify an existing project assessment via re-assessment.

Objectives Assessment

Project Budget

Can view the data entered.

Can view the data entered.

Evaluation Assessment

Can view the data entered.

Can modify an existing project assessment via re-assessment.

Meeting

Can add new meetings.

Can edit/modify meetings.

Can delete meetings.

Lessons Learned

Lessons Learned

Can add new lessons.

Can edit/modify lessons.

Can delete lessons.

Reference Lessons

Can add existing lessons as references.

Can edit/modify referenced lessons.

Can delete linked referenced lessons.

Assess Result

Can view the data entered.

Can edit the data entered.

Can delete the data entered.

Business Case

Business Case Details

Can add new business cases.

Can edit/modify existing business cases.

Can delete existing business cases.

Business Case Project Objectives

Can add project objective related information for each business case.

Can edit the data entered.

Can delete the data entered.

Business Case Project Delivery Options

Can add project delivery related information for each business case.

Can edit the data entered.

Can delete the data entered.

Scope/Project Notes

Can view the data entered.

Can edit the data entered.

Can delete the data entered.

Account Mapping

Mask

Can add account masks.

Can edit account masks.

Can delete account masks.

Account Detail

Can view the data entered.

Can view the data entered.

Can view the data entered.

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