Security Access - Project

Selecting the Allow checkbox gives the user full access to the following Project module options.  If nothing is selected for the option, the user will not have access.

Document Toolbar

Save

Maintenance

Access

Selecting ALLOW gives a user the ability to setup Phase Access.

Activity

Allow maintenance of Activities.

Batch

Allow maintenance of Project Batches.

Budget

Selecting ALLOW gives the user the ability to setup and maintain Project Budgets at the Project, Phase or Activity level.

Budget Type

Selecting ALLOW gives the user the ability to setup and maintain Project Budget Types.  

Companies

Selecting ALLOW gives a user the ability to setup Companies.

Labor Group

Selecting ALLOW gives a user the ability to setup Labor Groups.

Project

Selecting ALLOW gives a user the ability to setup Projects.

Project Status

Selecting ALLOW gives a user the ability to setup Project Statuses.

Project Type

Selecting ALLOW gives a user the ability to setup Project Types.

Rate

Selecting ALLOW gives a user the ability to setup and maintain billing and cost Rates within WorkPlace Project.

Shift

Selecting ALLOW gives a user the ability to setup and maintain Shift codes for use in Timesheet entry.

View Project Budget Details

This setting works as an extension to the 'View Project Budgets' Security options available at the transaction level.  Selecting ALLOW gives a user the ability to drill into a detailed list of transactions for the selected amount by clicking on the heading.  The details include the transaction type, number, line, date quantity and amount information with the ability to click through to open the transaction when the user has the required permissions.

View Related Documents and Attachments

Displays related documents and attachments from within the Attachments window.

 

Processing

Approval

Selecting ALLOW gives the user access to Project Approval.

Billing

Selecting ALLOW gives the user the ability within WorkPlace to mass generate invoices.

 

Reports

Selecting ALLOW gives the selected user the ability to run the report.  A link for each available report will be displayed on the Reports section of the dashboard.