Define Project Access
Explanation
In order to give persons other than the project manager and
sub project managers access to a project, you need to connect teams to the sub
projects. You can specify % in the Sub Project field if you would like
the team to have access to the entire project. You can also specify the level
of access given to the teams for sub projects by including/excluding teams.
Project managers and sub project managers will always have
access to their own (sub) projects and all sub projects beneath in the structure.
To define access, click on the Access and Roles
action command on the Project Setup Parameters page.
Select the
Access Definition tab, and create a new record.
Access to a project can be defined for a team through the
Access Definition tab in Project Team
page as well.
Prerequisites
- The Project Access On slider switch should be turned on, on the
Project Setup Parameters
page (or Projects
overview page) which will enable access for the project.
- The project team should be defined (see
Define Project
Team for more information).
System Effects
- When including a team, the team members will have access to the specified
sub projects.
- When excluding a team, the team members will not have access to the
specified sub projects.
- The result of the access definitions can be viewed in the
Access Definition tab on the Project Setup
Parameters page, by clicking on the Access
and Roles action command. Access Definition
tab will contain one record for each team that has access to the sub
project. In Team Members tab you can
see the team members that have access to the selected sub project.
- In the Project
Access Results page you can see the access definitions for all projects
and all employees. You can query data to see all employees with access to
one project, or to see which projects/sub projects one specific employee
has access to.