Set permission levels for people

Applies to

Resource Management

Capabilities

Who can use this capability

You must be an Administrator to set permission levels for people.

Resource Management has seven different permission levels. Only Resourcing Administrators can set permission levels for people. By default, new people have Portfolio Viewer permission level.

Resourcing Administrator

People with Resourcing Administrator level (previously named Administrator) access can change company account settings, alter schedules, adjust bill rates, add/remove people and projects, reset passwords, and confirm others’ time.

Portfolio Editor

People at the Portfolio Editor level (previously named Project Manager) have the ability to create new projects or modify any existing project in the system. They can also adjust schedules for any project and allocate anyone to different projects.

People Scheduler

The People Scheduler permission level (previously named Scheduler) is meant for people who make day-to-day changes to the Schedule, but should not have access to the project’s settings. They have all the permissions of the Portfolio Editor, except the ability to create/edit projects, add/invite people, edit account settings, edit people profiles, and confirm others’ time.

Portfolio Reporter

The Portfolio Reporter permission level (previously named Team Member) allows the person to see information on all projects and people within the organization, including budgets and other financial details. However, Portfolio Reporters cannot edit projects or assignments.

Portfolio Viewer

People with the Portfolio Viewer permission level (previously named Restricted Team Member) have the same access as Portfolio Reporters, except that they cannot see any financial details and Analytics.

Project Editor

People with the Project Editor permission level can create and manage projects but cannot access or modify the sensitive details of projects owned by others. They can assign people to their projects but cannot edit the assignments on projects owned by others. When assigned to someone else’s project, Project Editors have the same access to that project as a Portfolio Viewer.

Contractor

These people can only view their personal page for time tracking and projects they’re assigned to. Contractors can account for time only on projects that they’ve been assigned to by a Resourcing Administrator or Portfolio Editor.

Permission levels and capabilities

The following table lists which capabilities each permission type allows a person to access.

 

Resourcing Administrator

Portfolio Editor

People Scheduler

Portfolio Reporter

Portfolio Viewer

Project Editor

Contractor

Edit account settings

Yes

No

No

No

No

No

No

Add and invite users

Yes

No

No

No

No

No

No

Create new projects

Yes

Yes

No

No

No

Yes**

No

Approve time and expenses

Yes

Yes

Yes*

Yes*

Yes*

Yes*

Yes*

Edit projects

Yes

Yes

No

No

No

Yes**

No

Create assignments

Yes

Yes

Yes

No

No

Yes**

No

Edit schedule

Yes

Yes

Yes

No

No

Yes**

No

Analytics and reports

Yes

Yes

Yes

Yes

No

Yes**

No

See financials

Yes

Yes

Yes

Yes

No

Yes**

No

View all projects

Yes

Yes

Yes

Yes

Yes

No

No

View schedule

Yes

Yes

Yes

Yes

Yes

Yes

No

View assigned projects

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Track time

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Enter expenses

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Add tasks

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Update status

Yes

Yes

Yes

Yes

Yes

Yes

Yes

*When mapped as another person’s approver

**Only projects owned by the person