EPS and Projects Privileges

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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 set Project Preferences and to edit project-level data. 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.

Certain Project Preferences, such as linking to a Contract Management project and editing Publication Priority, require additional privileges. To assign a project baseline, users must also have the 'Assign Project Baselines' project privilege assigned to their profile. To edit cost UDFs, users must also have the 'Edit WBS Costs/Financials' 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, work products and documents, and dates.

Edit WBS Costs/Financials option

Determines whether the profile will enable users to modify Project or 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. To edit costs and financials at the WBS level, including cost UDFs, users must also have the ‘Add/Edit/Delete WBS Except Costs/Financials’ project privilege assigned to their profile. The ‘Edit WBS Costs/Financials’ 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. This includes cutting an activity with timesheet actuals and pasting the activity to another project. 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

Related Topics

Project Privilege Definitions

Activities Privileges

Codes Privileges

Project Data Privileges

Related Applications Privileges

Resource Assignments Privileges

Timesheets Privileges

Tools Privileges for Projects

Views and Reports Privileges for Projects



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Last Published Wednesday, July 29, 2015

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