Define Project Access
Explanation
In order to give persons other than the project manager and
sub project managers access to a project, you need to connect teams to the sub projects. You
can specify % in the Sub Project
ID field if
you would like the team to have access to the entire project. You can also
specify the level of access given to the teams for sub projects by
including/excluding teams.
Project managers and sub project managers will always have
access to their own (sub) projects and all sub projects beneath in the
structure.
Prerequisites
- The Project Access On check box should be selected on the
Project Navigator/Project/Details tab (or
Project/General
tab) which will enable
access for the project.
- The project team should be defined (see Define
Project Team for more information).
System Effects
- When including a team, the team members will have access to the specified
sub projects.
- When excluding a team, the team members will not have access to the
specified sub projects.
- The result of the access definitions can be viewed in
Project
Navigator/Project Access/Team Access. This window will contain
one record for each team that
has access to the sub project. In Project
Navigator/Project
Access/Team Members you can see the team members that have access to the
selected sub project.
- In the Project Access Results
window you can see the access definitions for all projects and
all employees. You should be careful to make a full populate, as this may
take a very long time. Instead you should make a query to reduce the amount
of data. For example, to see all employees with access to one project, or to
see which projects/sub projects one specific employee has access to.
Window
Project Navigator/Project
Access/Access Definition
Project/Project
Access/Access Definition
Project Team/Access
Definition
Related Window Descriptions
Project Navigator/Project
Access/Access Definition
Project/Project
Access/Access Definition
Project Team/Access
Definition
Define Project Access (Step 4 in
the Create New Project Assistant)
Procedure
In Project Navigator/Project
Access/Access Definition or Project/Project
Access/Access Definition follow these steps:
- Select the
Project Access/Access Definition tab, and create a new record.
- Enter a team ID or use the List of Values.
- Enter the sub project ID. By entering the wildcard symbol %, the team will
get access to all sub projects. Note that if you are in
Project
Navigator,
and a sub project is currently selected the team will get access to the
selected sub project, and you are not able to use the wildcard. If you want
to use the wildcard when in
Project
Navigator, you have to select
the project node in the graphical navigator.
- The value in the Access field is by default set to Included, which will
give access to the selected sub project, and all levels below. Selecting
Excluded in this field will revoke access to this sub project and its
structure below from the team.
- Save the record.
In
Project Team/Access
Definition follow these steps:
- Select the desired team in Project Team.
- Create a new record in the
Access Definition tab.
- Enter the project ID.
- If you want the team to have access to all sub projects in the project,
enter the wildcard symbol % in the Sub Project ID field. Otherwise enter the
sub project ID, or use the List of Values to select one.
- The value in the Access field is by default set to Included, which will
give access to the selected sub project. Selecting Excluded in this field
will revoke access to this sub project from the team.
- Save the record.
From the Create New Project Assistant:
- Open Project Navigator,
Projects or
Project.
- Click the right mouse button menu option Create New Project, and fill in
the required information. In the fourth step of the assistant you will be
able to define the access required for the new project.
- Click Finish once you have filled in all the required the
information.