Project and Portfolio Management Access Rights

The following access rights are required for users to work with projects, programs, timesheets, earned value, and portfolio management.
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The following access rights are required for users to work with projects, programs, timesheets, earned value, and portfolio management.
Earned Value Definition Rights
The following access rights are available for users who work with earned value definitions:
  • Earned Value Definition - Create
    Allows users to create a new earned value definition.
    Type:
    Global
  • Earned Value Definition - Edit Access Rights - All
    Allows users to edit the access rights for all earned value definitions.
    Requires:
    Earned Value Definition - Navigate
    right or
    Earned Value Definition - View
    right
    Type:
    Global
  • Earned Value Definition - Edit All
    Allows users to edit any earned value definition.
    Type:
    Global
  • Earned Value Definition - Navigate
    Allows users to access any earned value definition pages.
    Type:
    Global
  • Earned Value Definition - View All
    Allows users to view any earned value definition.
    Type:
    Global
Program Access Rights
The following access rights are available for users who create and edit programs and subprojects:
  • Management - Programs
    Allows the user to navigate to Programs and access the programs to which they have access. This right is dependent on the user having project view or edit rights to the programs and subprojects.
    Type:
    Global
  • Project - Approve
    Allows the user to approve a specific project. This right includes the
    Project - Edit
    access right.
    Type:
    Instance
  • Project - Create
    Allows user to create a project or program specifying general project properties. A user with this right automatically becomes the collaboration manager for the project. The user can also create action items and discussions. This access right includes the
    Project - Create from Template
    access right.
    Type:
    Global
  • Project - Create from Template
    Allows user to create a new project or program using only templates. A user with this right automatically becomes the collaboration manager for the project. The user can create action items and discussions.
    Type:
    Global
  • Project - Delete
    Combined with the
    Project - Edit
    access right, this right allows users to delete the projects and programs to which they have access.
  • Project - Edit
    Allows user to edit all parts of a project or program except the collaboration tools (for example, Document Manager, Action Items, Calendar, and Discussion pages). Also, allows user to accept requisitions if project manager approval is required.
    Type:
    Instance
  • Project - Edit Access Rights
    Combined with the
    Project - Edit Management
    access right, this right allows user to manage access rights to a project or program.
    Type:
    Global
  • Project - Edit Management
    Allows user to edit general and management properties, to add staff, create tasks, and create and manage processes for the projects and programs to which the user has access. This includes the ability to add subprojects and to edit the project in Open Workbench or Microsoft Project.
    Type:
    Instance.
  • Project - Manager (Auto)
    Allows user to view and edit general and management properties for the projects and programs to which they have access.
    Type:
    Instance
Project Access Rights
The following access rights are available for users who work with projects.
The billing access rights are deprecated. Billing functionality has been discontinued in the product.
  • Project - Approve
    Allows users to approve a specific project.
    Includes:
    Project - Edit
    right to edit the project.
    Type:
    Instance
  • Project - Approve - All
    Allows users to approve all projects.
    Includes:
    Project - Edit - All
     right to edit all projects.
    Type:
    Global
  • Project - Benefit Plan - Edit
    Allows users to edit the benefit plans for a specific project.
    Type:
    Instance
  • Project - Benefit Plan - Edit - All
    Allows users to edit the benefit plans for all projects.
    Type:
    Global
  • Project - Benefit Plan - View
    Allows users to view the benefit plans for a specific project.
    Type:
    Instance
  • Project - Benefit Plan - View - All
    Allows users to view the benefit plans for all projects.
    Type:
    Global
  • Project - Billing Access
    Allows users to access a billing for a specific project.
    Type:
    Instance
  • Project - Billing Approval
    Allows users to approve a billing for a specific project.
    Type:
    Instance
  • Project - Budget Plan - Approve
    Allows users to approve the budget plans for a specific project.
    Type:
    Instance
  • Project - Budget Plan - Approve All
    Allows users to approve the budget plans of any project.
    Type:
    Global
  • Project - Budget Plan - Edit
    Allows users to edit the budget plans for a specific project.
    Type:
    Instance
  • Project - Budget Plan - Edit All
    Allows users to edit the budget plans of any project.
    Type:
    Global
  • Project - Budget Plan - View
    Allows users to view the budget plans for a specific project.
    Type:
    Instance
  • Project - Budget Plan - View All
    Allows users to view budget plans for all projects.
    Type:
    Global
  • Project - Cost Plan - Edit
    Allows users to edit the cost plans for a specific project.
    Type:
    Instance
  • Project - Cost Plan - Edit All
    Allows users to edit cost plans for all projects.
    Type:
    Global
  • Project - Cost Plan - View
    Allows users to view the cost plans for a specific project.
    Type:
    Instance
  • Project - Cost Plan - View All
    Allows users to view cost plans for all projects.
    Type:
    Global
  • Project - Create
    Allows you to create new projects and define the general properties.
    Includes:
    Project - Create from Template right to create a project using a template.
    Type:
    Global
  • Project - Create from Template
    Allows you to create new projects using project templates.
    Type:
    Global
  • Project - Delete
    Allows users to mark specific inactive projects for deletion or to cancel the Marked for Deletion flag before the Delete Investments job runs.  
    Requires: 
    Project - View
    to view the project.
    Type:
    Instance
  • Project - Delete - All
    Allows users to mark any inactive project for deletion or to cancel the Marked for Deletion flag before the Delete Investments job runs.  
    Requires: 
    Project - View
    to view the project.
    Type:
    Global
  • Project - Edit
    Allows the user to edit all parts of a project including the following properties:
    • Project financial settings
    • Cost type Capitalization % on staff record
    • View and manage the Project Hierarchy
Type:
Instance
  • Project - Edit Access Rights - All
    Allows users to manage access rights for project. 
    Requires:
    Project - Edit Management
     right to manage access rights for all projects.
    Type:
     Global
  • Project - Edit Assigned Tasks
    Allows the user to edit assigned tasks on a specific project.
    Type:
    Instance
  • Project - Edit Assigned Tasks - All
    Allows the user to edit assigned tasks on all projects.
    Type:
    Global
  • Project - Enable Financial
    Allows user to edit the following financial properties on the project Settings page:
    • Company Name
    • Affiliated Project
    • Department 
    • Location
    • WIP Class
    • Investment Class
This right also allows a user to edit the following project properties:
    • Cost Type value at the project and task level 
    • Capitalization % for project staff 
  • Requires:
    • Project - View
    • Project - View Management or Project - Manager
    Type:
    Global
  • Project - Edit Financial
    Allows user to edit the general and management properties, roster and key tasks. This right also allows a user to edit the following project properties:
    • Cost Type value at the project and task level 
    • Capitalization % for project staff 
    Type:
    Instance
  • Project - Edit Financial - All
    Allows users to view and edit the general properties, processes, and financial information about all projects. This right also allows the user to enable financial projects and secure the default and custom attributes available on the financial settings subpage in Classic
    Clarity PPM
    .
    This right also allows a user to edit the following project properties:
    • Cost Type value at the project and task level 
    • Capitalization % for project staff 
    Type:
    Global
  • Project - Edit Management
    Allows users to edit general and management properties, to add staff, create tasks, and create and manage processes for the specific project. This right includes the ability to add subprojects and to edit the project in a project scheduler, such as Microsoft Project.
    Type:
    Instance
  • Project - Edit Management - All
    Allows the user to edit general and management properties for all projects. This right allows you to add staff and create tasks. This right also includes the right to add subprojects to the project. This right allows users to edit (read-write) the project in an integrated scheduler (Open Workbench or Microsoft Project).
    Type:
    Global
  • Project - Edit Project Plan
    Allows users to add unplanned tasks to a specific project when completing their timesheets when they are a team member on the project.
    Type:
    Instance
  • Project - Edit Project Plan - All
    Allows users to add unplanned tasks to any project when completing their timesheets when they are a team member of those projects.
    Type:
    Global
  • Project - Financial Plan - Submit for Approval
    Allows users to submit the financial plans for approval for a specific project.
    Type:
    Instance
  • Project - Manager (Auto)
    Allows the user to view and edit general and management properties for the projects and programs to which they have access.
    Type:
    Instance
  • Project - Modify Baseline
    Allows users to edit the baseline for a specific project. This right also allows users to edit the project general properties and processes.
    Type:
    Instance
  • Project - Modify Baseline All
    Allows the user to edit the baseline for all project instances to which the user has edit access.
    Type:
    Global
  • Project - Risk, Issue, Change Request - Create/Edit
    Allows users to create and edit risks, issues, and changes for a specific project.
    Type:
    Instance
  • Project - Risk, Issue, Change Request - Delete
    Allows users to delete risks, issues, and changes for a specific project on which they are a staff member.
    Type:
    Instance
  • Project - Risk, Issue, Change Request - Delete - All
    Allows you to delete risks, issues, and change requests for all projects.
    Type:
    Global
  • Project - Risk, Issue, Change Request - Edit - All
    Allows you to create and edit risks, issues, and change requests for any project.
    Type:
    Global
  • Project - Risk, Issue, Change Request - View
    Allows users to view all risks, issues, and change requests for a specific project.
    Type:
    Instance
  • Project - Risk, Issue, Change Request - View - All
    Lets you view all risks, issues, and change requests for a specific project.
    Type:
    Global
  • Project - Schedule in Browser
    Allows user to auto-schedule a project in the Gantt view. Auto-scheduling a project is restricted to users with the 
    Project - Edit Management
    access right.
    Type:
    Global
  • Project - View Base
    Allow user to view the project overview and properties for the project. This access right serves as a minimal foundation right and can be used in combination with other access rights.
    Type:
     Instance
  • Project - View
    Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users to view the project in a project scheduler, such as Microsoft Project or OWB. This right also includes financial view rights for the project.
    Type:
    Instance
  • Project - View Access Rights - All
    Allows users to view access rights for a project. In the Home menu, this right implies that users also have the
    Project - View
    access right to the project. In the Administration menu, users must also have the
    Resource - Edit Administration
    right.
    Type:
    Global
  • Project - View All Fields
    Allows users to view all the general properties and custom defined fields for a specific project. This access right serves as a minimal foundation right and can be used in combination with other access rights.
    Type:
    Instance
  • Project - View Financial
    Allows users to view the general and financial properties for a specific project.
    Type:
    Instance
  • Project - View Financial - All
    Allows users to view the general and financial properties, and processes on all projects. This right does not include the
    Project - Budget Plan - View All
    access right.
    Type:
    Global
  • Project - View Management
    Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users to view the project in a project scheduler, such as Microsoft Project. To open a master project in an external project scheduler, the user also requires view or edit access to each sub-project. 
    Type:
    Instance
  • Project - View Management - All
    Allows users to view management properties and processes on any project that has been enabled for management. This right allows users to view (read-only) the project in an integrated scheduler (Open Workbench or Microsoft Project). To open a master project in an external project scheduler, the user also requires view or edit access to each sub-project. 
    Type:
    Global
  • Project - View Tasks
    Allows users to view all tasks for a specific project. This access right is dependent on the resource having the
    Project - View Base
    access right.
    Type:
    Instance
  • Project - View Tasks - All
    Allows users to view tasks and work breakdown structure for any project the user has been granted access.
    Type:
    Global
  • Projects - Navigate
    Allows users to navigate to the Projects list page and to the My Projects portlet in Classic
    Clarity PPM
    .
    Type:
    Global
Project Hierarchy Access Rights
The following access rights are available for the project hierarchy:
  • Project - Hierarchy - Financial Rollup - Edit 
    Allows user to edit the financial rollup hierarchy for the project.
    Type
    : Instance
  • Project - Hierarchy - Financial Rollup - Edit - All
    Allows users to edit the financial rollup hierarchy for any project for which they have access rights.
    Type
    : Global
  • Project - Hierarchy - Financial Rollup - View
    Allows user to view the financial rollup hierarchy for the project.
    Type
    : Instance
  • Project - Hierarchy - Financial Rollup - View - All
    Allows user to view the financial rollup hierarchy for any project for which they have access rights.
    Type
    : Global
  • Project - Hierarchy - Financial Rollup - Add 
    Allows user to add investments to the financial rollup hierarchy for the project.
    Type
    : Instance
  • Project - Hierarchy - Financial Rollup - Add - All
    Allows user to add investments to financial rollup hierarchy for any project for which they have access rights.
    Type
    : Global
  • Project - Hierarchy - Parents - Add
    Allows user to add investments to the parent hierarchy for the project.
    Type
    : Instance
  • Project - Hierarchy - Parents - Add - All
    Allows users to add investments to the parent hierarchy for any project for which they have access rights.
    Type
    : Global
    Project - Hierarchy - Parents - Edit
    Allows user to edit the parent hierarchy for the project.
    Type
    : Instance
  • Project - Hierarchy - Parents - Edit - All
    Allows users to edit the parent hierarchy for any project for which they have access rights.
    Type
    : Global
Timesheets Access Rights
The following access rights are available for timesheets:
  • Timesheets - Navigate
    Allows you to navigate to timesheet pages.
    Type
    : Global
  • Timesheets - Edit All
    Allows users to edit all timesheets.
    Type:
    Global
  • Timesheets - Approve All
    Allows users to approve all submitted timesheets.
    Type:
    Global
  • Resource - Enter Time
    Allows users to complete and submit timesheets for a specific resource.
    Type
    : Instance
  • Project - Edit Project Plan
    Allows users to add unplanned tasks to a specific project when completing their timesheets when they are a team member on the project.
    Type:
    Instance
Portfolio Management Access Rights
The following access rights are available for users who work on portfolios:
  • Portfolio - Create
    Allows a user to create Portfolios.
    Includes:
     
    Portfolio - Navigate 
    right to navigate to the portfolio pages.
    Type:
     Instance
  • Portfolio - Navigate
    Lets a user access the portfolio pages.
    Type:
     Instance
  • Portfolio - Edit All
    Lets a user edit all Portfolios.
    Type:
     Global
  • Portfolio - Edit Access Rights - All
    Lets a user edit the access rights for all portfolios. This access right does not include the 
    Portfolio - Navigate
     or 
    Portfolio - View
     rights.
    Type:
     Global
  • Portfolio - View Access Rights - All
    Lets a user view the access rights for all portfolios. This access right does not include the 
    Portfolio - Navigate
     or 
    Portfolio - View
     rights.
    Type:
     Global
  • Portfolio - View All
    Lets a user view all portfolios.
    Type:
     Global
  • Portfolio - XOG Access
    Lets a user import and export portfolio instances using the XML Open Gateway interface.
    Type:
     Instance
You can define a portfolio user as a
manager
or a
stakeholder
on a portfolio properties page.
  • Manager
    : As a manager, the user can edit information in the portfolio.
  • Stakeholder
    : As a stakeholder, the user can only view information in the portfolio.
If a user has rights to view or edit a portfolio, the user can view or edit all investments and plans in the portfolio.