PMBOK Guide Accelerator Access Rights

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The PMBOK Guide Accelerator includes access groups. Each access group includes access rights that allow group members access to secured 
Classic PPM
 pages, dashboards, portlets, and documents. The following access groups are included in the PMBOK Guide Accelerator:
2
PBK Administrator Group
Members of this access group are administrators that set up 
Classic PPM
 and the PMBOK Guide Accelerator. The project team can then begin working with their projects. Members of this group are granted the following access rights:
PMBOK Guide Accelerator Access Rights for Administrator Group
The following access rights are included with this group:
  • Lessons Learned - Create
    Allows the resource to create lessons learned documents. This includes the page navigation right.
    Type
    : Global
  • Lessons Learned - Edit All
    Allows the resource to edit all lessons learned documents. This includes the page navigation right.
    Type
    : Global
  • Lessons Learned - View All
    Allows resource to view all lessons learned documents. This includes the page navigation right.
    Type:
    Global
  • Lessons Learned - XOG Access
    Allows the user to import and export lessons learned data using the XML Open Gateway interface.
    Type:
    Global
  • Product Description - Create
    Allows the resource to create product description documents. This includes the page navigation right.
    Type
    : Global
  • Product Description - Edit All
    Allows the user to edit all product description documents.
    Type:
    Global
  • Product Description - View All
    Allows the user to view all product description documents.
    Type:
    Global
  • Product Description - XOG Access
    Allows the user to import and export product description documents using the XML Open Gateway interface.
    Type:
    Global
  • Project - Create - Lessons Learned
    Allows the resource to create lessons learned documents within a specific project.
    Type: Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Lessons Learned
    Allows the resource to create lessons learned documents within a specific project.
    Type: Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Product Description
    Allows the resource to create product description documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Project Charter
    Allows the resource to create project charter documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Project Closure
    Allows the resource to create project closure documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Project Report
    Allows the resource to create project report documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Project Scope Statement
    Allows the resource to create project scope statement documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Quality Management Plan
    Allows the resource to create quality management plan documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Risk Identification - SWOT Analysis
    Allows the resource to create risk identification - SWOT analysis documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Create - Scope Management Plan
    Allows the resource to create scope management plan documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Lessons Learned
    Allows the resource to edit all lessons learned documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Product Description
    Allows the resource to edit all product description documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Project Charter
    Allows the resource to edit all project charter documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Project Closure
    Allows the resource to edit all project closure documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Project Report
    Allows the resource to edit all project report documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Project Scope Statement
    Allows the resource to edit all project scope statement documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Quality Management Plan
    Allows the resource to edit all quality management plan documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Risk Identification - SWOT Analysis
    Allows the resource to edit all risk identification - SWOT analysis documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit All - Scope Management Plan
    Allows the resource to edit all scope management plan documents within a specific project master object.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - Edit
    Allows the resource to edit a specific project using secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - Edit All
    Allows the user to edit all projects using the secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Global
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - View
    Allows the resource to navigate to a specific project using secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Instance
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - View All
    Allows the user to view all projects using the secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Global
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - Edit
    Allows the resource to edit a specific project using secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - Edit All
    Allows the user to edit all projects using the secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Global
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - View
    Allows the resource to navigate to a specific project using secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - View All
    Allows the user to view all projects using the secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Global
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - Edit
    Allows the resource to edit a specific project using secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - Edit All
    Allows the user to edit all projects using the secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Global
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - View
    Allows the resource to navigate to a specific project using secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - View All
    Allows the user to view all projects using the secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Global
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - Edit
    Allows the resource to edit a specific project using secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - Edit All
    Allows the user to edit all projects using the secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Global
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - View
    Allows the resource to navigate to a specific project using secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - View All
    Allows the user to view all projects using the secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Global
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - Edit
    Allows the resource to edit a specific project using secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - Edit All
    Allows the user to edit all projects using the secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Global
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - View
    Allows the resource to navigate to a specific project using secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - View All
    Allows the user to view all projects using the secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Global
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - Edit
    Allows the resource to edit a specific project using secured subpage Project scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - Edit All
    Allows the user to edit all projects using the secured subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Global
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - View
    Allows the resource to navigate to a specific project using secured subpage Project scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - View All
    Allows the user to view all projects using the secured subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Global
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - Edit
    Allows the resource to edit a specific project using secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - Edit All
    Allows the user to edit all projects using the secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Global
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - View
    Allows the resource to navigate to a specific project using secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Global
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - Edit
    Allows the resource to edit a specific project using secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - Edit All
    Allows the user to edit all projects using the secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Global
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - View
    Allows the resource to navigate to a specific project using secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - View All
    Allows the user to view all projects using the secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Global
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - Edit
    Allows the resource to edit a specific project using secured subpage scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - Edit All
    Allows the user to edit all projects using the secured subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Global
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - View
    Allows the resource to navigate to a specific project using secured subpage scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Global
  • Project - View All - Lessons Learned
    Allows the resource to view all lessons learned documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Product Description
    Allows the resource to view all product description documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Charter
    Allows the resource to view all project charter documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Closure
    Allows the resource to view all project closure documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Report
    Allows the resource to view all project report documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Scope Statement
    Allows the resource to view all project scope statement documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Quality Management Plan
    Allows the resource to view all quality management plan documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Risk Identification - SWOT Analysis
    Allows the resource to view all risk identification - SWOT analysis documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Scope Management Plan
    Allows the resource to view all scope management plan documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project Charter - Create
    Allows the resource to create project charter documents. This includes the page navigation right.
    Type
    : Global
  • Project Charter - Edit All
    Allows the resource to edit all project charter documents. This includes the page navigation right.
    Type
    : Global
  • Project Charter - View All
    Allows resource to view all project charter documents. This includes the page navigation right.
    Type:
    Global
  • Project Charter - XOG Access
    Allows the user to import and export project charter documents using the XML Open Gateway interface.
    Type:
    Global
  • Project Closure - Create
    Allows the resource to create project closure documents. This includes the page navigation right.
    Type
    : Global
  • Project Closure - Edit All
    Allows the resource to edit all project closure documents.
    Type:
    Global
  • Project Closure - View All
    Allows resource to view all project closure documents. This includes the page navigation right.
    Type:
    Global
  • Project Closure - XOG Access
    Allows the user to import and export project closure documents using the XML Open Gateway interface.
    Type:
    Global
  • Project Conversion - Create
    Allows the resource to create project conversion objects. This includes the page navigation right.
    Type
    : Global
  • Project Conversion - Edit All
    Allows the resource to edit all project conversion objects. This includes the page navigation right.
    Type
    : Global
  • Project Conversion - Navigate
    Allows the resource to navigate to project conversion pages.
    Type
    : Global
  • Project Conversion - Subpage General (ID: pbk_prjconvertProperties) - Edit All
    Allows the resource to edit all project conversion objects using secured subpage General (ID: pbk_prjconvertProperties).
    Type
    : Global
  • Project Conversion - Subpage General (ID: pbk_prjconvertProperties) - View All
    Allows the resource to view all project conversion objects using secured subpage General (ID: pbk_prjconvertProperties).
    Type
    : Global
  • Project Conversion - View All
    Allows the resource to view all project conversion objects. This includes the page navigation right.
    Type
    : Global
  • Project Conversion - XOG Access
    Allows the resource to import and export project conversion instances using the XML Open Gateway interface.
    Type:
    Global
  • Project Report - Create
    Allows the resource to create project reports. This includes the page navigation right.
    Type
    : Global
  • Project Report - Edit All
    Allows the resource to edit all project report documents.
    Type:
    Global
  • Project Report - View All
    Allows the user to view all project report documents.
    Type:
    Global
  • Project Report - XOG Access
    Allows the user to import and export project reports using the XML Open Gateway interface.
    Type:
    Global
  • Project Scope Statement - Create
    Allows the resource to create project scope statements. This includes the page navigation right.
    Type
    : Global
  • Project Scope Statement - Edit All
    Allows the resource to edit all project scope statements. This includes the page navigation right.
    Type
    : Global
  • Project Scope Statement - View All
    Allows the user to view all project scope statement documents.
    Type:
    Global
  • Project Scope Statement - XOG Access
    Allows the user to import and export project scope statements using the XML Open Gateway interface.
    Type:
    Global
  • Quality Management Plan - Create
    Allows the resource to create quality management plan documents. This includes the page navigation right.
    Type
    : Global
  • Quality Management Plan - Edit All
    Allows the resource to edit all quality management plan documents. This includes the page navigation right.
    Type
    : Global
  • Quality Management Plan - View All
    Allows the user to view all quality management plan documents.
    Type:
    Global
  • Quality Management Plan - XOG Access
    Allows the user to import and export quality management plan documents using the XML Open Gateway interface.
    Type:
    Global
  • Risk Identification - SWOT Analysis - Create
    Allows the resource to create risk identification - SWOT analysis documents. This includes the page navigation right.
    Type
    : Global
  • Risk Identification - SWOT Analysis - Edit All
    Allows the resource to edit all risk identification - SWOT analysis documents. This includes the page navigation right.
    Type
    : Global
  • Risk Identification - SWOT Analysis - View All
    Allows the user to view all risk identification - SWOT analysis documents.
    Type:
    Global
  • Risk Identification - SWOT Analysis - XOG Access
    Allows the user to import and export risk identification - SWOT analysis documents using the XML Open Gateway interface.
    Type:
    Global
  • Scope Management Plan - Create
    Allows the resource to create scope management plan documents. This includes the page navigation right.
    Type
    : Global
  • Scope Management Plan - Edit All
    Allows the user to edit all scope management plan documents. This includes the page navigation right.
    Type:
    Global
  • Scope Management Plan - View All
    Allows resource to view all scope management plan documents. This includes the page navigation right.
    Type:
    Global
  • Scope Management Plan - XOG Access
    Allows the user to import and export scope management plan documents using the XML Open Gateway interface.
    Type:
    Global
Classic PPM
 Access Rights for Administrator Group
The following access rights are included with this access group:
  • Administration - Access
    Allows the user to access the Administration menu.
    Type:
    Global
  • Audit Trail - View - All
    Allows users to view any audit page.
    Type
    : Global
  • Custom Objects Editor
    Allows users to edit the definition of a custom object.
    Type:
    Global
  • Jobs - Access
    Allows users access to jobs pages. Additional rights such as the Jobs - Run - All right or instance level rights such as the Job - Run right, Job - View Output right, or Job - Edit Properties right are required.
    Type:
    Global
  • Jobs - Run - All
    Allows users to run any job. This right also allows users to schedule of any job, edit of job properties for any job and view the output of any job.
  • Jobs - View Output - All
    Allows users to view the output of any job.
    Requires:
    Jobs - Access right
  • Knowledge Store - View All
    Allows resources to view all documents in the knowledge store.
    Type:
    Global
  • Menu Definition Editor - All
    Allows a user to edit and view the definitions of all menu items for the Navigator or Administration menu.
    Type
    : Global
  • Object - Create Definition
    Allows a user to create a custom object.
    Type:
    Global
  • Object Administration
    Allows a user to administer all custom objects.
    Type:
    Global
  • Object Mapping - XOG Access
    Allows the resource to import and export object mapping instances using the XML Open Gateway interface.
    Type:
    Global
  • Page Definition Editor
    Allows users to edit, view, and delete the definition of a specific page.
    Required:
    Administration - Studio
    access right to access the
    Classic PPM
     Studio menu.
    Type:
    Instance
    Page Instances:
    Executive Dashboard, Lessons Learned, Project Charters, Reports, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, Risks, and Dashboard
  • Page Definition Editor - All
    Allows users to edit, view, and delete the definition of all pages.
    Required:
    Administration - Studio
    access right to access the
    Classic PPM
     Studio menu.
    Type:
    Global
  • Page Definition Viewer
    Allows the user to view the definition of a specific page.
    Required:
    Administration - Studio
    access right to access the
    Classic PPM
     Studio menu.
    Type:
    Instance
    Page Instances:
    Executive Dashboard, Lessons Learned, Project Charters, Reports, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, Risks, and Dashboard
  • Page Viewer - All
    Lets the user view any configured portlet page. Before the users can view them, link the portlet pages to a menu. The user requires the rights to navigate the menu. For example, if a page links to the Administration menu, the users require the
    Administration - Access
    right.
    Type:
    Global
  • Page - View
    Allows users to view a general page in 
    Classic PPM
    . For instance pages (such as portfolio pages), this right is not required.
    Type:
    Instance
    Pages:
    Executive Dashboard, Lessons Learned, Project Charters, Project Report, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, and Risks
  • Portlet Definition Editor
    Allows the user to edit and view the definition of a specific portlet.
    Requires:
    Administration - Studio
    to access the Studio menu.
    Type:
    Instance
    Portlet Instances:
    Project Conversion Audit Trail, Project Conversion List, Project Conversion Processes, Project Conversion Properties, Project Conversion Tabs, Project Conversion Contents, Project Checklist, Project Change Requests, Project Status, Project Issues, Lessons Learned, PMO Dashboard, Project Document Review Status, Projects by Phases, Project by Variance and Performance, Project Charter, Project Reports, Project Status, Projects Variance and Performance, and Project Risks
  • Portlet Definition Editor - All
    Allows a user to edit and view the definitions of all portlets available from Studio.
    Requires:
    Administration - Studio
    to access the Studio menu.
    Type:
    Global
  • Portlet Viewer - All
    Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.
    Type:
    Global
  • Portlet - View
    Allows users to view a specific portlet.
    Type:
    Instance
    Portlet Instances:
    Project Conversion Audit Trail, Project Conversion List, Project Conversion Processes, Project Conversion Properties, Project Conversion Tabs, Project Conversion Contents, Project Checklist, Project Change Requests, Project Status, Project Issues, Lessons Learned, PMO Dashboard, Project Document Review Status, Projects by Phases, Project by Variance and Performance, Project Charter, Project Reports, Project Status, Projects Variance and Performance, and Project Risks
  • Process - Cancel
    Allows users to cancel process instances from a specific process definition.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - Cancel - All
    Allows users to cancel of all process instances.
    Type:
    Global
  • Process - Create Definition
    Allows users or OBS unit to create or change processes for any object type to which they have access. Users with this right can modify, copy, or start any process that they create. Users can create processes from the
    Processes
    page of an object or from the Data Administration, Processes menu.
    Type:
    Instance
  • Process - Delete
    Allows users to delete process instances from a specific process definition.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - Delete - All
    Allows users to delete a process instance from any process definition.
    Type:
    Global
  • Process - Edit Definition
    Allows users to edit a specific process definition, but cannot start any process instances.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - Edit Definition - All
    Allows users to edit all process definitions. Typically, this right is given to administrators and senior executives. Users with this right cannot start processes.
    Type:
    Global
  • Process - Manage
    Allows users to start automatically a process instance for the process definition to which they have access. Users can also start a new process instance, delete a process instance, or cancel a process instance.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - Manage - All
    Allows users to start automatically any process. This right is typically given to administrators and senior executives. Users with this right can change processes they create and can start processes for objects to which they have access. This access right also allows users to start a new process instance, delete a process instance, or cancel a process instance.
    Type:
    Global
  • Process - Start
    Allows users to start a new process instance from a specific process definition.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - Start - All
    Allows users to start (that is, initiate) of all process instances.
    Type:
    Global
  • Process - View Definition
    Allows users or an OBS unit to view the process definition from the objects to which they have access. Users with this right cannot start processes.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - View Definition - All
    Allows users to view all process definitions. Typically, this right is administrators and senior executives. Users with this right cannot start processes.
    Type:
    Global
  • Process View Instance - All
    Allows users to view all process instances.
    Type:
    Global
  • Project - Approve
    Allows users to approve a specific project.
    Includes:
    Project - Edit
    right to edit the project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Approve - All
    Allows users to approve all projects.
    Includes:
    Project - Edit - All
     right to edit all projects.
    Type:
    Global
  • Project - Attach Requisition Entry Resources
    Allows a resource to attach resources to requisition entries. Only users with this access right can change project statuses to "Proposed" and "Booked". This right includes the
    Project - View Requisitions
    access right, and the right to navigate to the requisition pages.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Benefit Plan - Edit
    Allows the resource to edit the benefit plans of a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Benefit Plan - View
    Allows the resource to view the benefit plans of a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Billing Access
    Allows a resource to access a specific billing project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Billing Approval
    Allows the resource to approve a specific billing project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Budget Plan - Approve
    Allows the resource to approve the budget plans for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Budget Plan - Edit
    Allows the resource to view the budget plans for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Budget Plan - View
    Allows the resource to view the budget plans for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Budget Plan - View All
    Allows the resource to view all project budget plans.
    Type:
    Global
  • Project - Cost Plan - Edit
    Allows the resource to edit the cost plans for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Cost Plan - Edit All
    Allows the resource to edit cost plans for all projects.
    Type:
    Global
  • Project - Cost Plan - View
    Allows the resource to view the cost plans for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Cost Plan - View All
    Allows the resource 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 - Create/Edit Requisitions
    Allows the resource to create and edit requisition properties. This right includes the right to navigate to the requisition pages, but not to create or edit the entries within the requisitions.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Delete
    Allows users to delete a specific project.
    Requires:
    Project - View
    to view the project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Delete - All
    Allows users to delete any project.
    Requires:
    Project - View
    to view the project.
    Type:
    Global
  • Project - Edit
    Allows the user to edit all parts of a project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit Access Rights
    Allows users to manage access rights for all projects.
    Requires:
    Project - Edit Management
    right to manage access rights for all projects.
    Type:
    Global
  • Project - Edit Assigned Releases
    Allows the resource to edit assigned releases for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit Assigned Tasks
    Allows the user to edit assigned tasks on a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit Assigned Tasks - All
    Allows the user to edit assigned tasks on all projects.
    Type:
    Global
  • Project - Edit Chargebacks Information
    Allows the resource to edit chargeback rules for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Edit Chargebacks Information All
    Allows the resource to edit chargeback rules for all projects.
    Type:
    Global
  • Project - Enable Financial
    Enable financial properties for Projects.
    Requires:
    • Project - View
    • Project - View Management or Project - Manager
    Type:
    Global
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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.
    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 Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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 if projects are enabled for management. This right also includes the right to add subprojects to the project and edit the project in a project scheduler, such as 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 Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Financial Plan - Submit for Approval
    Allows users to submit the financial plans for approval for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Hierarchy - Financial Rollup - Add
    Allows the resource to add investments to the financial rollup hierarchy for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Hierarchy - Financial Rollup - Edit
    Allows the resource to edit the financial rollup hierarchy for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Hierarchy - Financial Rollup - View
    Allows the resource to view the financial rollup for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Hierarchy - Financial Rollup - View - All
    Allows the resource to view the financial rollup for all projects.
    Type:
    Global
  • Project - Hierarchy - Parents - Add
    Allows the resource to add investments to the parent hierarchy for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Hierarchy - Parents - Edit
    Allows the resource to edit investments in the parent hierarchy for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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 Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Reverse Charges
    Allows the resource to reverse charges for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Reverse Charges - All
    Allows the user to reverse charges for any project.
    Type:
    Global
  • 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 - Create/Edit
    Allows users to create and edit risks, issues, and changes for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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 Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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:
    Global
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Risk, Issue, Change Request - View - All
    Lets you view all risks, issues, and change requests for a specific project.
    Type:
    Global
  • Project - View
    Allows users to view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Access Rights
    Allows users to view access rights for a specific project. From 
    Classic PPM
    , this right implies that users also have the
    Project - View
    access right to the project. From Administration, users must also have the
    Resource - Edit Administration
    right.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All Fields
    Allows users to view all the general properties and custom defined fields for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Assigned Releases
    Allows the resource to view assigned releases for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Chargebacks Information
    Allows the resource to view chargeback rules for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Chargebacks Information All
    Allows the resource to view chargeback rules for all projects.
    Type:
    Global
  • Project - View Documents
    Allows user to view documents or folders even if user is not a project participant, as long as the documents or folders are marked open to non-participants. This right includes the
    Project - View Base
    access right.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Financial
    Allows users to view the general and financial properties for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Management - All
    Allows users to view management properties and processes on any project that has been enabled for management.
    Type:
    Global
  • Project - View Requisitions
    Allows the user to view requisitions and the requisition resources.
    Type:
    Global
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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 Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Tasks - All
    Allows users to view tasks and work breakdown structure for any project the user has been granted access.
    Type:
    Global
  • Jobs - Administrator Access
    Allows users to view job definitions and categories.
    Type:
    Global
  • Jobs - Create Definition
    Allows users to create, edit, and view job definitions.
    Requires:
    Jobs - Administrator Access right
    Type:
    Global
  • Jobs - Edit Definition
    Allows users to view and change job definitions.
    Requires:
    Jobs - Administrator right
    Type:
    Instance
    Report Instances:
    Project Report and Project Status Snapshot
  • Jobs - Edit Definition - All
    Allows users to edit job definitions.
    Requires:
     Jobs - Administrator Access right
    Type:
    Global
  • Resource - Edit - All
    Allows users to view and edit general information, contact information, financial information, skills, and calendar for all resources.
    Requires:
    Resource - Navigate
    right
    Type
    : Global
  • Resource - External Access
    Allows users access to the Resources, Resource Finder, and Resource Requisitions menus and property pages under Resource Management. Control user read/write access to data on these pages by setting the instance and global access rights for resources, projects, and requisitions.
    Type:
    Global
  • Resource - Navigate
    Allows users to access resource management pages.
    Type
    : Global
  • Resource - Soft Book - All
    Allows users to soft book any resource for investments to which they have view or edit rights.
    Type
    : Global
  • Resource - View - All
    Allows users to view information, except the financial properties of all resources.
    Type:
    Global
  • Resource - View Book - All
    Allows users to view bookings for all resources.
    Type
    : Global
  • Resource - View Financial - All
    Allows users to view financial properties for all resources.
    Required
    :
    Resource - Navigate
    right
    Type
    : Global
  • Timesheets - Approve All
    Allows users to approve all submitted timesheets.
    Type:
    Global
  • Timesheets - Edit All
    Allows users to edit all timesheets.
    Type:
    Global
  • Timesheets - Navigate
    Allows you to navigate to timesheet pages.
    Type
    : Global
PBK Executive Group
Members of this access group monitor the progress of their projects and manage change in scope. They review and approve documents, and review project plan updates. Add this group to resources to be assigned as document reviewers or members of the change control board. Members of this group are granted the following access rights:
PMBOK Guide Accelerator Access Rights for Executive Group
The following PMBOK Guide Accelerator-specific access rights are included with this group:
  • Lessons Learned - Edit All
    Allows the resource to edit all lessons learned documents. This includes the page navigation right.
    Type:
    Global
  • Lessons Learned - View All
    Allows resource to view all lessons learned documents. This includes the page navigation right.
    Type:
    Global
  • Product Description - Edit All
    Allows the user to edit all product description documents.
    Type:
    Global
  • Product Description - View All
    Allows the user to view all product description documents.
    Type:
    Global
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - Edit All
    Allows the user to edit all projects using the secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Global
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - View All
    Allows the user to view all projects using the secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Global
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - Edit All
    Allows the user to edit all projects using the secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Global
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - View All
    Allows the user to view all projects using the secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Global
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - Edit All
    Allows the user to edit all projects using the secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Global
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - View All
    Allows the user to view all projects using the secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Global
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - Edit All
    Allows the user to edit all projects using the secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Global
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - View All
    Allows the user to view all projects using the secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Global
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - Edit All
    Allows the user to edit all projects using the secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Global
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - View All
    Allows the user to view all projects using the secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Global
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - Edit All
    Allows the user to edit all projects using the secured subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Global
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - View All
    Allows the user to view all projects using the secured subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Global
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - Edit All
    Allows the user to edit all projects using the secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Global
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Global
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - Edit All
    Allows the user to edit all projects using the secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Global
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - View All
    Allows the user to view all projects using the secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Global
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - Edit All
    Allows the user to edit all projects using the secured subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Global
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Global
  • Project Charter - Edit All
    Allows the resource to edit all project charter documents. This includes the page navigation right.
    Type:
    Global
  • Project Charter - View All
    Allows resource to view all project charter documents. This includes the page navigation right.
    Type:
    Global
  • Project Closure - Edit All
    Allows the resource to edit all project closure documents.
    Type:
    Global
  • Project Closure - View All
    Allows resource to view all project closure documents. This includes the page navigation right.
    Type:
    Global
  • Project Report - Edit All
    Allows the resource to edit all project report documents.
    Type:
    Global
  • Project Report - View All
    Allows the user to view all project report documents.
    Type:
    Global
  • Project Scope Statement - Edit All
    Allows the resource to edit all project scope statements. This includes the page navigation right.
    Type:
    Global
  • Project Scope Statement - View All
    Allows the user to view all project scope statement documents.
    Type:
    Global
  • Quality Management Plan - Edit All
    Allows the resource to edit all quality management plan documents. This includes the page navigation right.
    Type:
    Global
  • Quality Management Plan - View All
    Allows the user to view all quality management plan documents.
    Type:
    Global
  • Risk Identification - SWOT Analysis - Edit All
    Allows the resource to edit all risk identification - SWOT analysis documents. This includes the page navigation right.
    Type:
    Global
  • Risk Identification - SWOT Analysis - View All
    Allows the user to view all risk identification - SWOT analysis documents.
    Type:
    Global
  • Scope Management Plan - Edit All
    Allows the user to edit all scope management plan documents. This includes the page navigation right.
    Type:
    Global
  • Scope Management Plan - View All
    Allows resource to view all scope management plan documents. This includes the page navigation right.
    Type:
    Global
Classic PPM
 Access Rights for Executive Group
The following access rights are included with this access group:
  • Knowledge Store - View All
    Allows resources to view all documents in the knowledge store.
    Type:
    Global
  • Page - View
    Allows users to view a general page in 
    Classic PPM
    . For instance pages (such as portfolio pages), this right is not required.
    Type:
    Instance
    Pages:
    Executive Dashboard, Lessons Learned, Project Charters, Project Report, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, and Risks
  • Page Viewer - All
    Lets the user view any configured portlet page. Before the users can view them, link the portlet pages to a menu. The user requires the rights to navigate the menu. For example, if a page links to the Administration menu, the users require the
    Administration - Access
    right.
    Type:
    Global
  • Portlet - View
    Allows users to view a specific portlet.
    Type:
    Instance
    Portlet Instances: Project Checklist, Project Change Requests, Project Status, Project Issues, Lessons Learned, PMO Dashboard, Project Document Review Status, Projects by Phases, Project by Variance and Performance, Project Charter, Project Reports, Project Status, Projects Variance and Performance, and Project Risks
  • Portlet Viewer - All
    Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.
    Type:
    Global
  • Project - Approve - All
    Allows users to approve all projects.
    Includes: Project - Edit - All right to edit all projects.
    Type:
    Global
  • Project - Budget Plan - View All
    Allows users to view budget plans for all projects.
    Type:
    Global
  • Project - Cost Plan - View All
    Allows users to view cost plans for all projects.
    Type:
    Global
  • Project - Hierarchy - Financial Rollup - View - All
    Allows the resource to view the financial rollup for all projects.
    Type:
    Global
  • Project - Risk, Issue, Change Request - View - All
    Lets you view all risks, issues, and change requests for a specific project.
    Type:
    Global
  • 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 Tasks - All
    Allows the user to view tasks and work breakdown structure for any project the user has been granted access.
    Type:
    Global
  • Project - View Management - All
    Allows users to view management properties and processes on any project that has been enabled for management.
    Type:
    Global
  • Resource - Navigate
    Allows users to access resource management pages.
    Type:
    Global
  • Resource - View - All
    Allows users to view information, except the financial properties of all resources.
    Type:
    Global
  • Resource - View Book - All
    Allows users to view bookings for all resources.
    Type:
    Global
  • Resource - View Financial - All
    Allows users to view financial properties for all resources.
    Required:
    Resource - Navigate
    right
    Type:
    Global
PBK Project Manager Group
Members of this access group are project managers who are concerned with the direction and performance of their investments and the projects under them. They create, monitor, review, model, and approve portfolios of projects, projects and other work goals of project managers under them. The project managers also manage the schedule, resources, tasks, risks, and issues. Members of this group are granted the following access rights:
PMBOK Guide Accelerator Access Rights for Project Manager Group
The following PMBOK Guide Accelerator-specific access rights are included with this group:
  • Lessons Learned - Create
    Allows the resource to create lessons learned documents. This includes the page navigation right.
    Type
    : Global
  • Lessons Learned - Edit All
    Allows the resource to edit all lessons learned documents. This includes the page navigation right.
    Type
    : Global
  • Lessons Learned - View All
    Allows resource to view all lessons learned documents. This includes the page navigation right.
    Type:
    Global
  • Lessons Learned - XOG Access
    Allows the user to import and export lessons learned data using the XML Open Gateway (XOG) interface.
    Type:
    Global
  • Product Description - Create
    Allows the resource to create product description documents. This includes the page navigation right.
    Type
    : Global
  • Product Description - Edit All
    Allows the user to edit all product description documents.
    Type:
    Global
  • Product Description - View All
    Allows the user to view all product description documents.
    Type:
    Global
  • Product Description - XOG Access
    Allows the user to import and export product description documents using the XML Open Gateway (XOG) interface.
    Type:
    Global
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - Edit All
    Allows the user to edit all projects using the secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Global
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - View
    Allows the resource to navigate to a specific project using secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - View All
    Allows the user to view all projects using the secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Global
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - Edit All
    Allows the user to edit all projects using the secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Global
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - View
    Allows the resource to navigate to a specific project using secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - View All
    Allows the user to view all projects using the secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Global
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - Edit All
    Allows the user to edit all projects using the secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Global
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - View
    Allows the resource to navigate to a specific project using secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - View All
    Allows the user to view all projects using the secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Global
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - Edit All
    Allows the user to edit all projects using the secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Global
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - View
    Allows the resource to navigate to a specific project using secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - View All
    Allows the user to view all projects using the secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Global
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - Edit All
    Allows the user to edit all projects using the secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Global
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - View
    Allows the resource to navigate to a specific project using secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - View All
    Allows the user to view all projects using the secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Global
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - Edit All
    Allows the user to edit all projects using the secured subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Global
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - View
    Allows the resource to navigate to a specific project using secured subpage Project scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - View All
    Allows the user to view all projects using the secured subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Global
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - Edit All
    Allows the user to edit all projects using the secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Global
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - View
    Allows the resource to navigate to a specific project using secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Global
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - Edit All
    Allows the user to edit all projects using the secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Global
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - View
    Allows the resource to navigate to a specific project using secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - View All
    Allows the user to view all projects using the secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Global
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - Edit All
    Allows the user to edit all projects using the secured subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Global
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - View
    Allows the resource to navigate to a specific project using secured subpage scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Global
  • Project - View All - Lessons Learned
    Allows the resource to view all lessons learned documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Product Description
    Allows the resource to view all product description documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Charter
    Allows the resource to view all project charter documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Closure
    Allows the resource to view all project closure documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Report
    Allows the resource to view all project report documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Project Scope Statement
    Allows the resource to view all project scope statement documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Quality Management Plan
    Allows the resource to view all quality management plan documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Risk Identification - SWOT Analysis
    Allows the resource to view all risk identification - SWOT analysis documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All - Scope Management Plan
    Allows the resource to view all scope management plan documents within a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project Charter - Create
    Allows the resource to create project charter documents. This includes the page navigation right.
    Type
    : Global
  • Project Charter - Edit All
    Allows the resource to edit all project charter documents. This includes the page navigation right.
    Type
    : Global
  • Project Charter - View All
    Allows resource to view all project charter documents. This includes the page navigation right.
    Type:
    Global
  • Project Charter - XOG Access
    Allows the user to import and export project charter documents using the XML Open Gateway (XOG) interface.
    Type:
    Global
  • Project Closure - Create
    Allows the resource to create project closure documents. This includes the page navigation right.
    Type
    : Global
  • Project Closure - Edit All
    Allows the resource to edit all project closure documents.
    Type:
    Global
  • Project Closure - View All
    Allows resource to view all project closure documents. This includes the page navigation right.
    Type:
    Global
  • Project Closure - XOG Access
    Allows the user to import and export project closure documents using the XML Open Gateway (XOG) interface.
    Type:
    Global
  • Project Report - Create
    Allows the resource to create project reports. This includes the page navigation right.
    Type
    : Global
  • Project Report - Edit All
    Allows the resource to edit all project report documents.
    Type:
    Global
  • Project Report - View All
    Allows the user to view all project report documents.
    Type:
    Global
  • Project Report - XOG Access
    Allows the user to import and export project reports using the XML Open Gateway interface.
    Type:
    Global
  • Project Scope Statement - Create
    Allows the resource to create project scope statements. This includes the page navigation right.
    Type
    : Global
  • Project Scope Statement - Edit All
    Allows the resource to edit all project scope statements. This includes the page navigation right.
    Type
    : Global
  • Project Scope Statement - View All
    Allows the user to view all project scope statement documents.
    Type:
    Global
  • Project Scope Statement - XOG Access
    Allows the user to import and export project scope statements using the XML Open Gateway interface.
    Type:
    Global
  • Quality Management Plan - Create
    Allows the resource to create quality management plan documents. This includes the page navigation right.
    Type
    : Global
  • Quality Management Plan - Edit All
    Allows the resource to edit all quality management plan documents. This includes the page navigation right.
    Type
    : Global
  • Quality Management Plan - View All
    Allows the user to view all quality management plan documents.
    Type:
    Global
  • Quality Management Plan - XOG Access
    Allows the user to import and export quality management plan documents using the XML Open Gateway interface.
    Type:
    Global
  • Risk Identification - SWOT Analysis - Create
    Allows the resource to create risk identification - SWOT analysis documents. This includes the page navigation right.
    Type
    : Global
  • Risk Identification - SWOT Analysis - Edit All
    Allows the resource to edit all risk identification - SWOT analysis documents. This includes the page navigation right.
    Type
    : Global
  • Risk Identification - SWOT Analysis - View All
    Allows the user to view all risk identification - SWOT analysis documents.
    Type:
    Global
  • Risk Identification - SWOT Analysis - XOG Access
    Allows the user to import and export risk identification - SWOT analysis documents using the XML Open Gateway (XOG) interface.
    Type:
    Global
  • Scope Management Plan - Create
    Allows the resource to create scope management plan documents. This includes the page navigation right.
    Type
    : Global
  • Scope Management Plan - Edit All
    Allows the user to edit all scope management plan documents. This includes the page navigation right.
    Type:
    Global
  • Scope Management Plan - View All
    Allows resource to view all scope management plan documents. This includes the page navigation right.
    Type:
    Global
  • Scope Management Plan - XOG Access
    Allows the user to import and export scope management plan documents using the XML Open Gateway (XOG) interface.
    Type:
    Global
Classic PPM
 Access Rights for Project Manager Group
The following access rights are included with this access group:
  • Page Definition Editor
    Allows users to edit, view, and delete the definition of a specific page.
    Required:
    Administration - Studio
    access right to access the
    Classic PPM
     Studio menu.
    Type:
    Instance
    Page Instances:
    Executive Dashboard, Lessons Learned, Project Charters, Reports, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, Risks, and Dashboard
  • Page Definition Viewer
    Allows the user to view the definition of a specific page.
    Required:
    Administration - Studio
    access right to access the
    Classic PPM
     Studio menu.
    Type:
    Instance
    Page Instances:
    Executive Dashboard, Lessons Learned, Project Charters, Reports, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, Risks, and Dashboard
  • Page - View
    Allows users to view a general page in 
    Classic PPM
    . For instance pages (such as portfolio pages), this right is not required.
    Type:
    Instance
    Pages:
    Executive Dashboard, Lessons Learned, Project Charters, Project Report, Risks, Issues and Change Requests, PMBOK® Guide Layout, Change Requests, Issues, Projects by Phases, Projects Status, Project Variance and Performance, and Risks
  • Portlet Definition Editor
    Allows the user to edit and view the definition of a specific portlet.
    Requires:
    Administration - Studio
    to access the Studio menu.
    Type:
    Instance
    Portlet Instances:
    Project Conversion Contents, Project Checklist, Project Change Requests, Project Status, Project Issues, Lessons Learned, PMO Dashboard, Project Document Review Status, Projects by Phases, Project by Variance and Performance, Project Charter, Project Reports, Project Status, Projects Variance and Performance, and Project Risks
  • Portlet Viewer - All
    Lets you view and add stock portlets to portlet pages. The right helps add a stock portlet to a personal dashboard.
    Type:
    Global
  • Portlet - View
    Allows users to view a specific portlet.
    Type:
    Instance
    Portlet Instances:
    Project Conversion Audit Trail, Project Conversion List, Project Conversion Processes, Project Conversion Properties, Project Conversion Tabs, Project Conversion Contents, Project Checklist, Project Change Requests, Project Status, Project Issues, Lessons Learned, PMO Dashboard, Project Document Review Status, Projects by Phases, Project by Variance and Performance, Project Charter, Project Reports, Project Status, Projects Variance and Performance, and Project Risks
  • Process - Cancel
    Allows users to cancel process instances from a specific process definition.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - Start
    Allows users to start a new process instance from a specific process definition.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Process - View Definition
    Allows users or an OBS unit to view the process definition from the objects to which they have access. Users with this right cannot start processes.
    Type:
    Instance
    Process Instances:
    Change Request Review, Lessons Learned Review, Project Conversion, Product Description Approval, Project Charter Approval, Project Closure Review, Project Report Review, and Project Scope Statement Review
  • Project - Benefit Plan - View
    Allows users to view the benefit plans for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Budget Plan - View
    Allows users to view the budget plans for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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 Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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 - Edit Chargebacks Information All
    Allows the resource to edit chargeback rules for all projects.
    Type:
    Global
  • 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.
    Type:
    Global
  • Project - Hierarchy - Financial Rollup - View
    Allows the resource to view the financial rollup for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Hierarchy - Financial Rollup - View - All
    Allows the resource to view the financial rollup for all projects.
    Type:
    Global
  • Project - Reverse Charges - All
    Allows the user to reverse charges for any project.
    Type:
    Global
  • Project - Risk, Issue, Change Request - View - All
    Lets you view all risks, issues, and change requests for a specific project.
    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 the resource to view risks, issues, and changes for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - Risk, Issue, Change Request - View - All
    Allows the resource to view all risks, issues, and change requests for a project instance.
    Type:
    Global
  • Project - View
    Allows users to view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Access Rights
    Allows users to view access rights for a specific project. From 
    Classic PPM
    , this right implies that users also have the
    Project - View
    access right to the project. From Administration, users must also have the
    Resource - Edit Administration
    right.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View All Fields
    Allows users to view all the general properties and custom defined fields for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Assigned Releases
    Allows the resource to view assigned releases for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Chargebacks Information
    Allows the resource to view chargeback rules for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Chargebacks Information All
    Allows the resource to view chargeback rules for all projects.
    Type:
    Global
  • Project - View Documents
    Allows user to view documents or folders even if user is not a project participant, as long as the documents or folders are marked open to non-participants. This right includes the
    Project - View Base
    access right.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • Project - View Financial
    Allows the resource to view the general and financial properties for a specific project.
    Type:
    Instance
    Project Templates:
    PMBOK® Guide Project Planning Checklist Template and PMBOK® Guide Project Template
  • 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.
    Type:
    Instance
    Project Templates:
    PMBOK Guide Project Planning Checklist Template and PMBOK Guide Project Template
  • Project - View Requisitions
    Allows the user to view requisitions and the requisition resources.
    Type:
    Global
    Project Templates:
    PMBOK Guide Project Planning Checklist Template and PMBOK Guide Project Template
  • 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 Templates:
    PMBOK Guide Project Planning Checklist Template and PMBOK Guide Project Template
  • Resource - Hard Book - All
    Allows users to soft and hard book all resources for investments to which they have view or edit rights.
    Type:
    Global
  • Resource - Edit - All
    Allows users to view and edit general information, contact information, financial information, skills, and calendar for all resources.
    Requires:
    Resource - Navigate
    right
    Type
    : Global
  • Resource - External Access
    Allows users access to the Resources, Resource Finder, and Resource Requisitions menus and property pages under Resource Management. Control user read/write access to data on these pages by setting the instance and global access rights for resources, projects, and requisitions.
    Type:
    Global
  • Resource - Navigate
    Allows users to access resource management pages.
    Type
    : Global
  • Resource - Soft Book - All
    Allows users to soft book any resource for investments to which they have view or edit rights.
    Type
    : Global
  • Resource - View - All
    Allows users to view information, except the financial properties of all resources.
    Type:
    Global
  • Resource - View Book - All
    Allows users to view bookings for all resources.
    Type
    : Global
  • Resource - View Financial - All
    Allows users to view financial properties for all resources.
    Required
    :
    Resource - Navigate
    right
    Type
    : Global
  • Timesheets - Approve All
    Allows users to approve all submitted timesheets.
    Type:
    Global
  • Timesheets - Edit All
    Allows users to edit all timesheets.
    Type:
    Global
  • Timesheets - Navigate
    Allows you to navigate to timesheet pages.
    Type
    : Global
PBK Team Member Group
Members of this access group complete their assigned tasks on schedule. They review project tasks, schedules, reports, and documents and log time that is spent on their tasks using Timesheets. Members of this group are granted the following access rights:
PMBOK Guide Accelerator Access Rights for Team Member Group
The following PMBOK Guide Accelerator access rights are included in this group:
  • Lessons Learned - View All
    Allows resource to view all lessons learned documents. This includes the page navigation right.
    Type:
    Global
  • Product Description - View All
    Allows the user to view all product description documents.
    Type:
    Global
  • Project - Subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons) - View All
    Allows the user to view all projects using the secured subpage Lessons Learned (ID: projectCreate.subObjList.pbk_lessons).
    Type:
    Global
  • Project - Subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc) - View All
    Allows the user to view all projects using the secured subpage Product Description (ID: projectCreate.subObjList.pbk_prd_desc).
    Type:
    Global
  • Project - Subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter) - View All
    Allows the user to view all projects using the secured subpage Project Charter (ID: projectCreate.subObjList.pbk_prj_charter).
    Type:
    Global
  • Project - Subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr) - View All
    Allows the user to view all projects using the secured subpage Project Closure (ID: projectCreate.subObjList.pbk_prj_clsr).
    Type:
    Global
  • Project - Subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt) - View All
    Allows the user to view all projects using the secured subpage Project Report (ID: projectCreate.subObjList.pbk_prj_rpt).
    Type:
    Global
  • Project - Subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt) - View All
    Allows the user to view all projects using the secured subpage Project Scope Statement (ID: projectCreate.subObjList.pbk_scp_stmt).
    Type:
    Global
  • Project - Subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Quality Management Plan (ID: projectCreate.subObjList.pbk_qlt_mgmt_plan).
    Type:
    Global
  • Project - Subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id) - View All
    Allows the user to view all projects using the secured subpage Risk Identification - SWOT Analysis (ID: projectCreate.subObjList.pbk_rsk_id).
    Type:
    Global
  • Project - Subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan) - View All
    Allows the user to view all projects using the secured subpage Scope Management Plan (ID: projectCreate.subObjList.pbk_scp_mgmt_plan).
    Type:
    Global
  • Project Charter - View All
    Allows resource to view all project charter documents. This includes the page navigation right.
    Type:
    Global
  • Project Closure - View All
    Allows resource to view all project closure documents. This includes the page navigation right.
    Type:
    Global
  • Project Report - View All
    Allows the user to view all project report documents.
    Type:
    Global
  • Project Scope Statement - View All
    Allows the user to view all project scope statement documents.
    Type:
    Global
  • Quality Management Plan - View All
    Allows the user to view all quality management plan documents.
    Type:
    Global
  • Risk Identification - SWOT Analysis - View All
    Allows the user to view all risk identification - SWOT analysis documents.
    Type:
    Global
  • Scope Management Plan - View All
    Allows resource to view all scope management plan documents. This includes the page navigation right.
    Type:
    Global
Classic PPM
 Access Rights for Team Member Group
  • Page - View
    Allows users to view a general page in 
    Classic PPM
    . For instance pages (such as portfolio pages), this right is not required.
    Type:
    Instance
    Page Instances:
    Dashboard
  • Portlet - View
    Allows users to view a specific portlet.
    Type:
    Instance
    Portlet Instances:
    Project Checklist, Project Status, PMO Dashboard, and Project Document Review Status
  • Project - View Tasks - All
    Allows users to view tasks and work breakdown structure for any project the user has been granted access.
    Type:
    Global
  • Timesheets - Navigate
    Allows you to navigate to timesheet pages.
    Type
    : Global