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Permission name

Grants ability to:

Notes

Administer Expense Document Approval Workflow

Permits the user to change expense report approval statuses for resources in the selected cost centers on the Expense Browser.

Should be used in conjunction with the Browse Project Expenses and Browse Resource/Disbursed Expenses. Reason being, you can't adjust what you can't see!

Administer Expense Document Invoicing Workflow

Permits the user to change expense report invoicing statuses for resources in the selected cost centers on the Expense Browser.

Should be used in conjunction with the Browse Project Expenses and Browse Resource/Disbursed Expenses. Reason being, you can't adjust what you can't see!

Administer Expense Document Payment Workflow

Permits the user to change expense report payment statuses for resources in the selected cost centers on the Expense Browser.

Should be used in conjunction with the Browse Project Expenses and Browse Resource/Disbursed Expenses. Reason being, you can't adjust what you can't see!

Administer Time Workflow

Permits the user to change the status of time for resources in the selected cost centers on the time browser. This includes moving time from Unapproved to Approved as well as from Approved back to Unapproved. This powerful permission is most often granted only to high-level managers and maybe those in the finance group.

You'll likely want to give these users either Browse Engagement Time or Browse Resource Time permissions too. Otherwise they won't be able to find time to adjust it!

Approve and Maintain Resource Time Off

This user can schedule time-off for resources in permitted cost centers. They can also approve and reject time-off requests for dates in the future.

This permission does NOT confer the ability to approve actual time-off. Only to approve scheduled time-off for future purposes. Time-off approval for the past is governed by resource based approval settings.

Approve Expenses

When a project is set for resource/disbursing cost center approval - then this permission determines who can approve expenses against that project.

See the section Configure Expense Approval for more information on the conditions that apply to approving expense reports.

Approve SkillsIf a user is configured such that they can update their own skills, then people with this permission can approve those changes via the resource editor.This permission should be granted in conjunction with the Browse Resources cost center permission. Otherwise the approver won't be able to find the resource to update them.

Approve Time

When a project is set for cost center based approval - then this permission determines who can approve expenses against that project.

To learn more about how time approvals work please see the Time and Expense Approval how-to.

Browse Project ExpensesAllows the user to view costcards for projects in these cost centers 
Browse Project TimeAllows the user to view timecards for projects in these cost centers 
Browse Resource TimeAllows the user to view timecards for resources in these cost centers 
Browse Resource/Disbursed ExpensesAllow the user to view cost cards on expense documents whose disbursing cost center is in these cost centers. A resource expense report's disbursing cost center is their own cost center. So the name of this permission is a little redundant, but is there to make clear you can browse resource cost center cards too.

Browse Resources

Gives view access to the Resource Editor, Resource Browser, Resourcing Dashboard, and Resource Resumes for the selected cost centers.

If this user has the Maintain Resources or Maintain Resources Resumes cost center permissions, they will also require this permission.

Create and Approve Invoices

Permits the user to create, delete, issue, and void invoices for engagements in checked cost centers.

This permission also allows the user to edit all fields on the invoice tab of the invoice editor, create adjustments, and approve adjustments and invoices on behalf of finance for those engagements. Adjustments made on an invoice are not reflected in reports until the invoice is actually issued. If you need adjustments reflected in reports immediately, then remove the card from the invoice and use a pre-invoicing adjustment instead.

Create Projects and Engagements

Allows the user to create a new engagement in these cost centers. They can also add projects to an existing engagement.

To create a new engagement, the cost center must be enabled for engagements.

There is a separate stage setting which allows engagement managers to add projects to an existing engagement. It is unrelated to this permission.

Custom Cost Ctr Permissions (1-5)Allow user to edit a Projector entity

Your installation comes with five custom cost center permissions. They are used to govern access to different Projector entities. For example, you might use the first one to govern access to all UDFs. You might use the second one to govern access to a project setting. Or you might use one to govern access to some UDFs and a second to govern access to other UDFs.

At this time customized permissions only work with UDFs. We'll add more entities in the future.

There are also custom Global Permissions if you need to govern access across all users instead of certain cost centers.

Maintain Advanced Engagement and Project Setup

For engagements in this cost center, allow the user to make changes on the Project Advanced Setup Tab and to change the engagement type on the Engagement Info Tab.

 

Maintain Expense ReportsEnables the user to enter expense reports on behalf of resources in the selected cost centers.This permission also governs whether you can edit an existing expense report from the expense browser.

Maintain Project Rates

Permits the user to maintain what rates to use on individual projects.

This permission also controls whether a user can clone rate and task types AND detailed task plans into a new, cloned project.

Maintain Project RDCPermits the user to maintain RDC on individual project roles 

Maintain Projects and Engagements

Allows the user to maintain project data in permitted cost centers.

This is a powerful permission. It allows a user to make changes to an engagement or project regardless of what the current stage permissions allow. For example, the current stage disallows engagement managers from changing the budget. With this permission you can change the budget still.

Maintain Resource ResumesAllows the user to add, modify,and delete documents from resource resumes.Must be used in conjunction with the Browse Resources cost center permission - otherwise you can't see the resources to modify them.

Maintain Resources

Allows the user to add, modify, and remove resources in permitted cost centers. For example, history, skills and user-defined fields.

Must be used in conjunction with the Browse Resources cost center permission - otherwise you can't see the resources to modify them.

Maintain Soft Costs

Create, view, and update soft costs. A soft cost is a special expense type used to enter expenses that typically have zero disbursed amount, but a client still needs to be charged for. This permission gives the user the ability to create and edit these expenses. See Expense Reports MP for more details.

 

Maintain Subcontractor InvoicesCreate, view, and update subcontractor invoices. A subcontractor invoice allows you to track subcontractor time through Projector's time entry interface. You can then pass on their rate to your clients.If your subcontractor doesn't use Projector's time entry interface, then vendor invoices should be used.
Maintain TimeEnables the user to enter time on behalf of resources in the selected cost centers.You'll likely want to give this user Browse Resource Time so that they can search for time cards too.

Maintain Vendor Invoices

Create, view, and update vendor invoices.

 

Maintain Vendors

Enables the user to create, view, update and delete vendors. Vendors provide services to your organizations. For example subcontractors, credit card providers, etc.

If your subcontractors enter their time in Projector, then you should use our subcontractor invoicing features instead of a vendor invoice.

Make Pre-Invoicing Adjustments

Enables the user to make pre-invoice adjustments to time and cost cards for the cost center in which the project's engagement is based.

You'll also want to give this person matching 'browse time' permissions. Otherwise they won't be able to find the time to adjust it!

If you need to make changes to time or cost cards already on an invoice then you have two choices. One is to remove the card from the invoice and make a pre-invoicing adjustment. This is useful because pre-invoicing changes show up immediately in reports. Alternatively you can make an invoicing adjustment instead. This requires the Create and Issue Invoices cost center permission. These adjustments only show up in reports once the invoice is issued.

For time transfers, the user must have this permission for both the source engagement's cost center and for the target project's cost center. The ability to transfer time can also be managed through the stage permission Transfer Time Among Projects.

Management Approval of Invoices

Permits the user to view and approve invoices on behalf of management for engagements in checked cost centers.

Note that management approval is necessary only when an invoice's adjustments exceed the Threshold Amount or Threshold Percentage specified on the billing tab of the System Settings section of the Admin Console. This permission does not provide the user with the ability to perform any other actions on invoices other than granting management approval. On the invoices tab and the invoice editor a user with this permission will be able to view invoices but not be able to edit them.

Request or Schedule Engagements

This permission must be used with the other cost center permission Request or Schedule Resources. The two work in tandem. One determines who you can schedule and the other determines where you can schedule them.

We typically see one of two scenarios. First, that your schedulers have complete control over a resource and can schedule them on any engagement. If that is your scenario then you would give them this permission for all cost center levels.

Second, that your schedulers can only schedule resources against specific engagements. If that is the case, then you limit access through this permission.

So you may be wondering why the scheduling permission is split into two pieces, resource and engagement. This handles the case where engagements and resources are organized into separate cost centers. With two permissions you can now determine not only who you schedule, but where you can schedule them. For instance, Jim can schedule resources in California on engagements in North America.

For organizations where engagement and resource location are one and the same, simply give schedules the same permissions for both of these permissions.

Request or Schedule Resources

This permission must be used with the other cost center permission Request or ScheduleResourcesEngagements. They two work in tandem. One determines who you can schedule and the other determines where you can schedule them.

 If your organization's schedulers manage resources based on the resource's cost center, then assign your schedulers this permission. When assigned, a scheduler can request or book hours for any role assigned to a resource that they have control over.

Anyone with this permission can also open any projects with a role assigned that requires scheduling.

This permission must be used in conjunction with the its analog, Request or Schedule Engagements. See that section for important information on how and why this works.

Revenue Recognition

Permits the user to perform revenue recognition on engagements in checked cost centers.

For more information on revenue recognition, please refer to the section on Revenue Recognition

Run Baseline Variance Report

Allows the user to run the Baseline Variance Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Cost Card Report

Allows the user to run the Cost Card Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Engagement Portfolio Report

Allows the user to run the Engagement Portfolio Report for engagements in permitted cost centers.

 

Run Forecast Accuracy ReportAllws the user to run the Forecast Accuracy Report for engagements in permitted cost centers.Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Ginsu and Schedule Variance Report

Enables the user to run the Ginsu Report and the Variance Report for engagements and resources in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Invoice Report

Enables the user to run the Invoice Report for engagements in permitted cost centers.

 

Run Issue Report

Allows the user to run the Issue Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Project List Report

Allows the user to run the Project List Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Project Portfolio Report

Allows the user to run the Project Portfolio Report for projects whose engagement is in the permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Project Role ReportAllows the user to run the Project Role Report for projects whose engagement is in the permitted cost centers. 

Run Resource Report

Permits the user to run the Resource Report for resources in permitted cost centers.

 

Run Task Analysis Report

Allows the user to run the Task Analysis Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Time Card Report

Enables the user to run the Time Card Reportfor permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Time Transfer Report

Permission for which cost centers a user may run the Time Transfer Report.

The time transfer report has three options on the parameters tab.

  • Original engagement - show me all outgoing transfers from this cost center
  • Destination engagement - show me all incoming transfers to engagements in this cost center
  • Resource - show me all transfers to and from resources in this cost center

Run Unbilled Time and Cost Report

Permission for which cost centers a user may run the Unbilled Time and Cost Aging Report

 

Run Utilization Report

Allows the user to run the Utilization Report for resources in permitted cost centers.

 

View Employee Dashboard for Others

View the My Home Page for another resource

The dashboard shows items needing attention, a resource's schedule, and general information related to a resource.

View Projects

Permits the user to view projects and invoices in a read-only mode for permitted cost centers.

 

View Time Off Page for OthersView the Time Off for a resourceThe time off area shows

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