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

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

Allocation Overview

Can view the working hours of users

Can view the working hours 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 the working hours of users

Can view the working hours of users

No access to this page

No access to this page

No access to this page

Time Entry

Can view their own time entry records, and update time.
Can submit past time entry records for sign off (Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off (Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off (Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off (Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off (Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off(Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off(Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off(Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off(Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off(Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off (Time entry records for the current week and future weeks cannot be sent for sign off)

Can view their own time entry records, and update time.
Can submit past time entry records for sign off(Time entry records for the current week and future weeks cannot be sent for sign off)

Time Entry Summary

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Can view their time entry records, and update them

Time Entry Approval

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Can approve time entry records if they were selected as a sign off authority

Project Budget

Can select the 'Include' tick box within the Project Budget screen.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Can select the 'Include' tick box within the Project Budget screen if they have 'Can Edit' permissions in Project Settings > IPM Lists System Positions page.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Cannor select the 'Include' tick box within the Project Budget screen.
Can submit the included projects for sign off after selecting the sign off authorities if they have 'Can Edit' permission in Project Settings > IPM Lists System Positions page.
Can sign off the included projects if they were selected as the sign off authority

Account Summary

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Can view mapped and unmapped account information

Financial Target

Can add new financial targets
Can edit existing financial targets
Can delete existing financial targets

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

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

No access to this page

Project Settings

Can make updates on project configurations such as setting up user accounts, project codes, budget lines etc.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

Can access the IPM Lists page within the Project Settings page if required permissions were given via the IPM Lists System Positions page.
Cannot access any other page within the Project Settings area.

No access to this page

Project Workflows

Can create new workflows
Can edit existing workflows
Can delete existing workflows if there are no linkages

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

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

No access to this page

Hierarchy

Can create a new budget hierarchy
Can edit the existing budget hierarchy
Can delete the existing budget hierarchy

Can create a new budget hierarchy
Can edit the existing budget hierarchy
Can delete the existing budget hierarchy

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

No access to this page

No access to this page

Can create a new budget hierarchy level
Can edit the existing budget hierarchy level
Can delete the existing budget hierarchy level

No access to this page

No access to this page

Hierarchy Configuration

Can create new budget hierarchy levels
Can edit existing budget hierarchy levels
Can delete existing budget hierarchy levels

Can create new budget hierarchy levels
Can edit existing budget hierarchy levels
Can delete existing budget hierarchy levels

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

No access to this page

No access to this page

Can create new budget hierarchy levels
Can edit existing budget hierarchy levels
Can delete existing budget hierarchy levels

No access to this page

No access to this page

Teams Configuration

Can edit the information entered in the Teams Configuration page
Can map statuses of tasks between Camms.Project and Teams by updating the Status dropdown lists 

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

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

No access to this page

4. Permissions inside Projects

 

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

 

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

Viewing projects in the application

Unlimited access to all projects within the organisation

Unlimited access to all projects within the organisation

Can view all projects which are linked to their directorate regardless of them being a part of the project board and team.

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 the projects that they created until the first phase is signed off

Read-only access to all projects within the organisation regardless of being in the board and team or not

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

Viewing object information of projects

Unlimited access to all projects within the organisation

Unlimited access to all projects within the organisation

Can add, edit and delete the content of projects linked to their directorate

Can view information in objects based on the board and team permissions.

Can view information in objects based on the board and team permissions.

Can view information of projects that they are a part of
Can view the information of projects that they created until the first phase is signed off

Read-only access to all projects within the organisation regardless of being in the board and team or not

Can view information in objects based on the board and team permissions.

Can view information in objects based on the board and team permissions.

Can view information in objects based on the board and team permissions.

Can view information in objects based on the board and team permissions.

Can view information in objects based on the board and team permissions.

Editing information of a project

Can edit all projects within the organisation
Can edit objects after they have been signed off

Can edit all projects within the organisation

Can add and edit the content of projects linked to their directorate

Can edit information in objects based on the board and team permissions (i.e., if they have 'Can Edit' permissions to the object)

Can edit information in objects based on the board and team permissions (i.e., if they have 'Can Edit' permissions to the object)

Can edit the projects they created till the 1st phase of the project is signed off (given that external setting ‘Allow Project Creator to view/edit the projects created by him/her within Project Register and Executive Dashboard when they are not a part of the project board’ is turned ON)
Can edit projects they are a part of based on the board and team permissions(i.e., if they have 'Can Edit' permissions)

Cannot edit project information unless they have a super role permission such as IPM Admin or Project Manager etc.

Can edit information in objects based on the board and team permissions(i.e., if they have 'Can Edit' permissions to the object)

Can edit information in objects based on the board and team permissions(i.e., if they have 'Can Edit' permissions to the object)

Can edit information in objects based on the board and team permissions(i.e., if they have 'Can Edit' permissions to the object)

Can edit information in objects based on the board and team permissions(i.e., if they have 'Can Edit' permissions to the object)

Can edit information in objects based on the board and team permissions(i.e., if they have 'Can Edit' permissions to the object)

Deleting a project

Can delete all projects within the organisation

Can delete all projects within the organisation

Can delete projects linked to their directorate

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Cannot delete projects unless they have either IPM Admin, Project Manager or Director user roles in addition to this role.

Terminating a project

Can terminate all projects within the organisation

Can terminate all projects within the organisation

Cannot terminate projects linked to their directorate unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Cannot terminate projects unless they have 'Can Terminate' permissions within the project board and team

Closing a project

Can close all projects within the organisation

Can close all projects within the organisation

Cannot close projects linked to their directorate unless they are added as a sign off authority.

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Cannot close projects unless they were added as a sign off authority

Reopening a project

Can reopen all projects within the organisation

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Cannot reopen projects

Submitting an object or a phase for sign off

Can submit any object or phase for sign off

Can submit any object or phase for sign off

Can submit the projects under their directorate for sign off
Can submit objects or phases of projects that they are a part of if they have 'Can Edit' permissions.

Can submit any object or phase for sign off based on board and team permissions (i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions(i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions(i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions(i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions(i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions (i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions(i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions(i.e., if they have 'Can Edit' permissions)

Can submit any object or phase for sign off based on board and team permissions(i.e., if they have 'Can Edit' permissions)

Taking action on a sign off request sent to them

Can take action on a request sent to them through the Quick Update page, and the Project Hub page

Can take action on a request sent to them through the Quick Update page, and the Project Hub page

Cannot take action on projects under their directorate unless they have the authorisation to sign off
Can sign off objects or phases of projects that are not under their directorate if they are a part of the board and team and have 'Can Sign Off' permissions.

Can take action on any object or phase sign off based on board and team permissions (i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions(i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions(i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions(i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions(i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions (i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions(i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions(i.e., if they have 'Can Sign Off' permissions)

Can take action on any object or phase sign off based on board and team permissions(i.e., if they have 'Can Sign Off' permissions)

Taking action on a sign off request on behalf of another

Can take action on a request on behalf of another through the relevant sign off area

Can take action on a request on behalf of another through the relevant sign off area

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Cannot take action on sign off requests on behalf of another

Editing a project after sign off

Can edit details of projects after sign off even if they do not have 'Can Edit After Sign Off' permission

Can edit details of projects after sign off even if they do not have 'Can Edit After Sign Off' permission

Will not be able to edit projects once those are signed off unless they are in project board and team and have required permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Cannot edit details of projects after sign off unless they have 'Can Edit After Sign Off' permission

Editing a project after termination

Can edit details of projects after sign off even if they do not have 'Can Edit After Terminate' permission

Can edit details of projects after sign off even if they do not have 'Can Edit After Terminate' permission

Will not be able to edit projects once those are terminated unless they are in project board and team and have required permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Cannot edit details of projects after termination unless they have 'Can Edit After Terminate' permission

Logging Change requests

Can log change requests to any project

 

Can log change requests to any project

Can log change requests against projects linked to their directorate

 

 

 

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

 

 

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Can log change requests of projects they are in if they are in the board and team and have 'Can Add' permissions

Editing change requests

Can edit change requests of all projects

Can edit change requests of all projects

Can edit change requests logged against projects linked to their directorate
Can edit, change requests of projects that they are a part of if they have 'Can Edit' permissions respectively.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Can edit existing change requests of the projects they are in if they have 'Can Edit' permissions.

Deleting change requests

Can delete change requests of all projects

Can delete change requests of all projects

Can delete change requests logged against projects linked to their directorate
Can delete change requests of projects that they are a part of if they have 'Can Delete' permissions respectively.

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Can delete existing change requests of projects they are in if they have 'Can Delete' permissions

Submitting change requests for sign off

Can submit change requests of any project for sign off

Can submit change requests of any project for sign off

Can submit change requests of the projects linked to their directorate for sign off
Can submit change requests of projects that they are a part of if they have 'Can Edit' permissions.

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Can submit change requests for sign off if they have 'Can Edit' permissions

Signing off change requests

Can sign off change requests if they are the sign off authority or on behalf of another authority

Can sign off change requests if they are the sign off authority

Can sign off change requests of the projects linked to their directorate if they are the sign off authority
Can sign off change requests of projects that they are a part of if they have 'Can Sign Off' permissions

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority

Can sign off change requests if they are the sign off authority


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