Project Permissions
- Paul Angelo (Unlicensed)
- amani imtiyas
This article contains: |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
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 all projects in the organisation regardless of being in the project board and team | Can only view projects under their directorate | Can view projects that they are a part of | Can view projects that they are a part of | Can view projects that they are a part of | 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 projects that they are a part of | Can view projects that they are a part of | Can view projects that they are a part of | Can view projects that they are a part of | 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. |
Project Register | Can view all projects in the organisation regardless of being in the project board and team | Can view all projects in the organisation regardless of being in the project board and team | Can only view projects under their directorate | Can view projects that they are a part of | Can view projects that they are a part of | Can view projects that they are a part of | 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 projects that they are a part of | Can view projects that they are a part of | Can view projects that they are a part of | Can view projects that they are a part of | 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. |
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 create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. | Can create new business requirements if they have the 'Add Business Requirement' role assigned to them via Permission Configuration page. |
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 | |||||||