There are a number of permissions that you can set for a particular position in a project, and they are mentioned below.
Can View
Can Add
Can Edit
Can Edit After Sign Off
Can Edit After Terminate
Can Delete
Can Finish/Sign Off
The grid below will give you an overview of how each permission works for each object available in Camms.Project:
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. | |||||
Notes:
The following will occur when setting up permissions for the Task Planning object:
When the 'Can Add' permission to the Task Planning permission is ticked, the ‘Can Edit’ permission will also be automatically ticked.
The following will occur when setting up permissions for the Linkage object, KPIs object, List object:
When ‘Can Add’ permission is ticked ‘Can Edit’ and ‘Can Delete’ permissions will also be automatically ticked and vice versa.
When ‘Can Edit’ permission is ticked ‘Can Add’ and ‘Can Delete’ permissions will also be automatically ticked and vice versa.
When ‘Can Delete’ permission is ticked ‘Can Add’ and ‘Can Edit’ permissions will also be automatically ticked and vice versa.
