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.