Project Settings – Project Position

Project Position defines the level of security for each user of the system within a project. For example, the IPM Administrator has full security rights whereas a normal user has only limited security rights. As project positions are assigned to users on a per project basis, user security levels can vary from project to project.

• STEP 1: Go to Framework > Project Settings > Project Position.

Open

Figure 1.1

• STEP 2: Click Add New Project Position. 

Open

Figure 1.2

• STEP 3: Enter a title and a description for the position.

• STEP 4: Administrator to link a position for a project type. A project position can be linked to multiple project types. This allows the project team to formulate the team from a unique set of project positions that are linked to the project type.

• STEP 5: You can choose to designate this position to the default Responsible Position by ticking the box. This enables the staff member in that position to be synchronised with the action which the project is linked to.

• STEP 6: Navigate to the Permissions tab, and select the permissions you want to apply to this position. You can select varying combinations of add, edit, delete and finish/signoff permissions on a per object basis. Please note that some objects can be configured in a way that makes certain fields invisible or read-only regardless of your Project Position.