Project Roles Administration>Project Roles

 Top  Previous  Next

Overview

The Project Roles applet allows you give other members of the same project access similar to the standard Project Roles (Project Manager, Principal-in-Charge, and Project Accountant).

 

Key Concepts

•The Project Roles applet allows you give other members of the same project access similar to the standard Project Roles (Project Manager, Principal-in-Charge, and Project Accountant). For Example, you may want to have two members of a project have Project Manager Rights.  You can do this by going to Project > Members > Team Members.
•When you assign members, you can assign a “Role” to a member that has the same access as a Project Leader.
•Project Roles are first created under Administration>List Management and are managed in the Project Roles applet.

Field Descriptions

Role Window

•Role - Displays all Project roles that have been created in List Management. More on List Management

Applets Tab

•Description - This Tab allows you to grant PM access to the different applets throughout the system.
•Act as PM - When checked, anyone assigned to this Role will have Project Manager access to this item.
•Name - Name of the Applet that PM access is granted to.

PM Reports Tab

•Description - This Tab allows you to grant PM access to the different PM Reports throughout the system.
•Act as PM - When checked, anyone assigned to this Role will have Project Manager access to this item.
•Name - Name of the PM Reports that PM access is granted to.

Custom Reports Tab

•Description - This Tab allows you to grant PM access to the different Custom Reports throughout the system.

Note - Custom reports MUST have the "Use in Project Roles" check-box checked in order for them to appear in this list.

•Act as PM - When checked, anyone assigned to this Role will have Project Manager access to this item.
•Name - Name of the Custom Reports that PM access is granted to.

Alerts Tab

•Description - This Tab allows you to grant PM access to the different Alerts throughout the system.
•Act as PM - When checked, anyone assigned to this Role will have Project Manager access to this item.
•Name - Name of the Alerts that PM access is granted to.

Queries Tab

•Description - This Tab allows you to grant PM access to the different Queries throughout the system.
•Act as PM - When checked, anyone assigned to this Role will have Project Manager access to this item.
•Name - Name of the Queries that PM access is granted to.

Widgets Tab

•Description - This Tab allows you to grant PM access to the different Widgets throughout the system.
•Act as PM - When checked, anyone assigned to this Role will have Project Manager access to this item.
•Name - Name of the Widgets that PM access is granted to.

Processes Tab

 

•Time Sheet Line-Item Approval - Designates the role can approve/reject Time Sheets governed by Project Leader approvals
•Expense Sheet Line-Item Approval - Designates the role can approve/reject Expense Sheets governed by Project Leader approvals