Work Permission Set

Work Permission Sets are used to manage to what degree a Resource can modify Work Assignments for a specific Project. There are different Work Permission Types for a Work Permission Set, and each defines an area of data or an event.

Work Permission Types

Type Description
Create Work Create new Work Assignment.
Delete Work Delete existing Work Assignment.
Update Assigned to Modify Data under the Assigned to section on the Work Assignment Card.
Update Time Modify Data under the Time section on the Work Assignment Card .
Update Classification Modify Data under the Classification section on the Work Assignment Card.

Work Permission Grant

Grant Description
[Blank] Grant is inherited from the permission hierarchy and is equivalent to Deny if no explicit Allow is granted.
Allow Permission is granted given that no Deny is defined on a higher level in the permission hierarchy.
Deny Permission is denied given that no Allow is defined on a higher level in the permission hierarchy.

Work Permission Grant is applied to each Resource for a specific Project based on the permission hierarchy:

Level Work Relation Description Work Permission Set
1 Own Work Specified as the Resource on the Work Assignment Own Work Permission Set on the Resource Card > Resource Planning FastTab..
2 Project Manager Defined as Project Manager on the Project Card. PM Work Permission Set on the Resource Planning Setup page.
3 Line Manager Line Manager for the Resource on the Work Assignment Card. LM Work Permission Set on the Resource Planning Setup page.
4 Project Executive Defined as Project Executive on the Resource Card. PE Work Permission Set on the Resource Planning Setup page.
5 Project Team Role Defined as a Project Team Member on the Project Card > Project > Project Team Member. Work Permission Set on the Create a Project Team Role
6 None No direct relation to the work. Base Work Permission Set on the Resource Card > Resource Planning FastTab.

Create Work Permission Sets

  1. Choose the Search icon, enter Work Permission Sets, and then choose the related link.

  2. The Work Permissions Sets page opens.

    Work Permission Sets

  3. Select the New action and create a Code.

  4. Select the Permissions action under the Related Action Group.

    Work Permission Sets - Related - Permissions

  5. Specify Work Permission Grant for each Type and close the list.

    Grant Work Permissions page

Create Project Teams

Resources that are connected with a Project can be defined as a Project Team where each Project Team Member has a specific Role.

Project Team Roles can be set up with a Work Permission Set. For more information, see: Create a Project Team Role

Create a Project Team Role

  1. Choose the Search icon, enter Project Team Roles, and then choose the related link.
  2. Select the New action, fill out information on the Project Team Role and close the list.
Field Name Description
Code Specifies a unique user-entered identifier for the Role.
Description Specifies user-entered text that provides information about the Role.
Work Permission Set Specifies a Work Permission Set given to members with this Role, in addition to other Work Permission Sets. For more information on Work Permission Sets, see: Work Permission Set

Add a Project Team member

  1. Choose the Search icon, enter Project List, and then choose the related link.
  2. Select a Project and select the Project Card action under the Project Action Group.
  3. Select Project > Project Team Members and select New.
  4. Fill out information on the Project Team Member and close the list.
Field Name Description
Resource No. Specifies the number of the Project Team Member Resource.
Resource Name Specifies the name of the Project Team Member Resource.
Role Specifies the Role of the Project Team Member Resource in the project.
Role Description Specifies the description of the Role of the Project Team Member Resource in the Project.