EPS and Projects Detail Window of the Project Security Profiles Page

Overview

Use this detail window to assign EPS and projects privileges to the selected project security profile.

Screen Elements

Privilege field

The name of the security permission that is assigned (option selected) or denied (option cleared) to users of the currently selected profile.

Privilege option

The option in the column header that determines whether the privileges are all assigned (selected), all denied (clear), or individually configured (indicated with a dash or - sign).

Add/Edit/Delete EPS Except Costs/Financials option

Determines whether the profile will enable users to create, modify, and remove EPS hierarchy nodes, edit EPS notebook, and edit all EPS-related data except financial information.

Edit EPS Costs/Financials option

Determines whether the profile will enable users to modify EPS budget logs, funding sources, and spending plans.

Add Projects option

Determines whether the profile will enable users to create, copy, and paste projects within the EPS node. To create project templates, users must also have the 'Add/Edit/Delete Project Templates' global privilege assigned to their profile.

Delete Projects option

Determines whether the profile will enable users to delete, cut, and paste projects within the EPS node. To delete project templates, users must also have the 'Add/Edit/Delete Project Templates' global privilege assigned to their profile.

Edit Project Details Except Costs/Financials option

Determines whether the profile will enable users to edit fields in General, Defaults, Resources, and Settings tabs in Project preferences. This privilege also enables users to assign or remove a risk scoring matrix to a project in the Risk Scoring Matrices page in Enterprise Data. To assign a project baselines, users must also have the 'Assign Project Baselines' project privilege assigned to their profile.

Add/Edit/Delete WBS Except Costs/Financials option

Determines whether the profile will enable users to create, modify, and remove WBS hierarchy nodes, notebook entries, earned value settings, milestones (steps), work products and documents, and dates.

Edit WBS Costs/Financials option

Determines whether the profile will enable users to modify WBS budget logs, funding sources, spending plan, and financial data at the project level. This privilege also enables users to edit cost data at the activity level, including resource assignments. This privilege also selects the 'View Project Costs/Financials' project privilege.

View Project Costs/Financials option

Determines whether the profile will enable users to display all monetary values for projects. For users who do not have this privilege assigned to their profile, all areas that display monetary values will display dashes and cannot be edited. To use the Recalculate Assignment Costs feature, users must also have the 'Add/Edit Activities Except Relationships' project privilege assigned to their profile. To display the resource price/unit, users must have the 'View Resource and Role Costs/Financials' global privilege assigned to their profile.

Delete Project Data with Timesheet Actuals option

Determines whether the profile will enable users to delete activities and resource assignments for projects that have timesheet actuals. To delete project data at all different levels (activity, WBS, project, and EPS), users must also have the appropriate privileges assigned to their profile. For example, to delete activities with timesheet actuals, users must also have the 'Delete Activities' project privilege assigned to their profile. To delete activities and WBS nodes with timesheet actuals, users must additionally have the 'Add/Edit/Delete WBS Except Costs/Financials' project privilege assigned to their profile.

Tips

To modify templates, you must have the same project privileges that are required to modify projects.

Getting Here

  1. Click the Administer menu and select User Access.
  2. On the User Access page, click Project Security Profiles.
  3. On the Project Security Profiles page, click the EPS and Projects detail window.

Related Topics

About Security Profiles

Working with Security Profiles

Creating Project Security Profiles


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