Project Permissions

1. Visibility of Menus

Menu Section

Menu Item

IPM Administrator

Project Manager

Director

Project Budget View

Project Budget Edit

Project Creator

Project Viewer

Resource Administrator

Resource Viewer

Financial Controller

Project Executive Dashboard

No User Role Assigned

Menu Section

Menu Item

IPM Administrator

Project Manager

Director

Project Budget View

Project Budget Edit

Project Creator

Project Viewer

Resource Administrator

Resource Viewer

Financial Controller

Project Executive Dashboard

No User Role Assigned

N/A

Project Register

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Project Hub

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Project Quick Update

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Lessons Learned Register

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Document Register

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Business Requirement

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Workspace

My Downloads

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Resource Manager

Project Utilisation

Yes

Yes

No

No

No

No

No

Yes

Yes

No

No

No

Resource Utilisation

Yes

Yes

No

No

No

No

No

Yes

Yes

No

No

No

Allocation Overview

Yes

Yes

No

No

No

No

No

Yes

Yes

No

No

No

Time Entry

Time Entry

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Time Entry Summary

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Time Entry Approval

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Time And Cost Utilisation

Yes

No

No

No

No

No

No

No

No

No

No

No

Time Utillisation Analysis

Yes

No

No

No

No

No

No

No

No

No

No

No

Executive Explorer

Project Milestones

Yes

Yes

Yes

No

No

Yes

No

No

No

Yes

No

No

Project Charts

Yes

Yes

Yes

No

No

Yes

No

No

No

Yes

No

No

Portfolio Project View

Yes

Yes

Yes

No

No

Yes

No

No

No

Yes

No

No

Resource Allocation

Yes

Yes

No

No

No

No

No

Yes

Yes

No

No

No

Hierarchy Summary

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Project Map

Yes

Yes

No

No

No

Yes

No

No

No

No

No

No

Financial Target

Yes

No

No

No

No

No

No

No

No

No

No

No

Executive Dashboard

Yes

Yes

No

No

No

Yes

No

No

No

No

Yes

No

S Curve Dashboard

Yes

Yes

No

No

No

No

No

No

No

No

Yes

No

Account Summary

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Project Budget

Yes

Yes

No

Yes

Yes

Yes

No

No

No

No

No

No

Reports

Report Explorer

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Report Uploader

Yes

No

No

No

No

No

No

No

No

No

No

No

Report Uploader Setup

Yes

No

No

No

No

No

No

No

No

No

No

No

Financial Management

Vendors

Yes

No

No

No

No

No

No

No

No

Yes

No

No

Forecast Configuration

Yes

No

No

No

No

No

No

No

No

Yes

No

No

Portfolio Cost Tracker

Yes

No

No

No

No

No

No

No

No

Yes

No

No

Register Configuration

Yes

No

No

No

No

No

No

No

No

Yes

No

No

Framework

Project Settings

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

No

Project Workflows

Yes

No

No

No

No

No

No

No

No

No

No

No

Field Configuration

Yes

No

No

No

No

No

No

No

No

No

No

No

List Configuration

Yes

No

No

No

No

No

No

No

No

No

No

No

Permission Configuration

Yes

No

No

No

No

No

No

No

No

No

No

No

Project Field Configuration

Yes

No

No

No

No

No

No

No

No

No

No

No

Microsoft Teams Configuration

Yes

No

No

No

No

No

No

No

No

No

No

No

Hierarchy

Yes

No

No

No

No

No

No

No

No

Yes

No

No

Hierarchy Configuration

Yes

No

No

No

No

No

No

No

No

Yes

No

No

2. Visibility of Side Navigation Bar

Menu Section

IPM Administrator

Project Manager

Director

Project Budget View

Project Budget Edit

Project Creator

Project Viewer

Resource Administrator

Resource Viewer

Financial Controller

Project Executive Dashboard

Menu Section

IPM Administrator

Project Manager

Director

Project Budget View

Project Budget Edit

Project Creator

Project Viewer

Resource Administrator

Resource Viewer

Financial Controller

Project Executive Dashboard

Add Project

Yes

Yes

No

No

No

Yes

No

No

No

No

No

Duplicate Project

Yes

Yes

No

No

No

Yes

No

No

No

No

No

Quick Update

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Project Hub

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Project Register

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Executive Explorer

Yes

Yes

No

No

No

Yes

No

No

No

No

Yes

Resource Manager

Yes

Yes

No

No

No

No

No

Yes

Yes

No

No

Time Entry

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Reports

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

3. Miscellaneous Permissions

Area

Access Conditions

IPM Administrator

Project Manager

Director

Project Budget View

Project Budget Edit

Project Creator

Project Viewer

Resource Administrator

Resource Viewer

Financial Controller

Project Executive Dashboard

No User Role Assigned

Add Project

Can create new projects

Can create new projects

Cannot create new projects

Cannot create new projects

Cannot create new projects

Can create new projects

Cannot create new projects

Cannot create new projects

Cannot create new projects

Cannot create new projects

Cannot create new projects

Cannot create new projects

Duplicate Project

Can duplicate projects

Can duplicate projects

Cannot duplicate projects

Cannot duplicate projects

Cannot duplicate projects

Can duplicate projects

Cannot duplicate projects

Cannot duplicate projects

Cannot duplicate projects

Cannot duplicate projects

Cannot duplicate projects

Cannot duplicate projects

Quick Update

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Can make updates on the projects, tasks, issues, risks, KPIs, and take actions on sign off requests if they were sent to them

Project Hub

Can view all projects in the organisation regardless of being in the project board and team
Can view information of all tabs regardless of the permission given.

Can view all projects in the organisation regardless of being in the project board and team
Can view information of all tabs regardless of the permission given.

Can only view projects under their directorate
Can view projects that they are a part of the board and team
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view projects that he or she created until the first phase is signed off
Can view information of the tabs based on the board and team permissions.

Can view all projects in the organisation, but they cannot do any updates within the project unless they have permission to do so.
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of depending on the status of the setting 'Restrict Project Register and Executive Dashboard to Project Board'. If this setting is switched on, then the project register and the executive dashboard will only display projects that the user are a part of.
Can view information of the tabs based on the board and team permissions.

Project Register

Can view all projects in the organisation regardless of being in the project board and team
Can view information of all tabs regardless of the permission given.

Can view all projects in the organisation regardless of being in the project board and team
Can view information of all tabs regardless of the permission given.

Can only view projects under their directorate
Can view projects that they are a part of the board and team
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view projects that he or she created until the first phase is signed off
Can view information of the tabs based on the board and team permissions.

Can view all projects in the organisation, but they cannot do any updates within the project unless they have permission to do so.
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of
Can view information of the tabs based on the board and team permissions.

Can view projects that they are a part of depending on the status of the setting 'Restrict Project Register and Executive Dashboard to Project Board'. If this setting is switched on, then the project register and the executive dashboard will only display projects that the user are a part of.
Can view information of the tabs based on the board and team permissions.

Lessons Learned Register

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Can view all lessons learned of all projects in the organisation

Document Register

Can view all documents of all projects in the organisation

Can view all documents of all projects in the organisation

Can view documents of projects under his or her directorate, and the documents of projects of which he or she is a part of the board and team

Can view documents related to Attach Document objects to which they have 'Can View' permissions

Can view documents related to Attach Document objects to which they have 'Can View' permissions

Can view documents related to Attach Document objects to which they have 'Can View' permissions.

Can view all documents of all projects in the organisation

Can view documents related to Attach Document objects to which they have 'Can View' permissions.

Can view documents related to Attach Document objects to which they have 'Can View' permissions.

Can view documents related to Attach Document objects to which they have 'Can View' permissions.

Can view documents related to Attach Document objects to which they have 'Can View' permissions.

Can view documents related to Attach Document objects to which they have 'Can View' permissions.

Business Requirement

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page.
Can view and edit existing business requirements if they have the 'View Business Requirement' and the 'Edit Business Requirement' roles assigned to them
Can submit business requirements for sign off if they have 'Edi Business Requirement' role.
Can take actions on sign off requests if they were sent to them and if they have 'Sign off Business Requirement' role.
Can create projects from Business Requirements if they have 'Create Project from Business Requirement' role.

Resource Utilisation

Can view and edit allocations of users

Can view and edit allocations of users

No access to this page

No access to this page

No access to this page

No access to this page

No access to this page

Can view and edit allocations of users

Can view allocations of users, but they cannot edit or delete allocations of users.

No access to this page

No access to this page

No access to this page

Project Utilisation

Can view and edit allocations of users

Can view and edit allocations of users

No access to this page

No access to this page

No access to this page