Refer to the following table for a summary on security settings.
Org Context |
User with ORG Privilege – Rights based on Security Org |
User with ORG Privilege – Rights based on Special Org Reporting Rights |
User with PROJ Privilege – Rights based on Mgr assigned in ERP |
User with PROJ Privilege – Rights based on Add Project Level Reporting |
Security Modifiers |
Summary Financial Reporting |
User’s Security Org and lower |
Delegated Org and lower |
|
|
User Security Groups |
Employee Utilization |
User’s Security Org and lower |
Delegated Org and lower |
|
|
User Security Groups |
Indirect Rate Analysis |
User’s Security Org and lower |
Delegated Org and lower |
|
|
User Security Groups |
Detail Reporting |
User’s Security Org and lower |
Delegated Org and lower |
|
|
User Security Groups & Labor Suppress |
Supplemental Reports |
User’s Security Org and lower, typically |
Delegated Org and lower, typically |
|
|
User Security Groups |
Org Budget/Outlook Origination |
User’s Security Org and lower and assigned as Approver or Manager |
User’s Security Org and lower and assigned as Approver or Manager |
|
|
User Security Groups |
Org Budget/Outlook Approval |
User’s Security Org and lower and assigned as Approver |
User’s Security Org and lower and assigned as Approver |
|
|
User Security Groups |
Staff Available for Org Budget |
Employees whose home Org is under User’s Security Org, or at same level and branch |
Employees whose home Org is under Orgs delegated to User, or at same level and branch |
|
|
|
Proj Context |
User with PROJ Privilege – Rights based on Security Org |
User with PROJ Privilege – Rights based on Special Org Reporting Rights |
User with ORG or PROJ Privilege – Rights based on Mgr assigned in ERP |
User with ORG or PROJ Privilege – Rights based on Add Project Level Reporting |
Security Modifiers |
Top Level project Reporting |
Top Level reports of Projects owned by Orgs at User's Security Org |
Top Level reports of Projects owned by Delegated Orgs |
Top Level reports of Projects the User is the Manager of |
Top Level reports of Projects Delegated to the User |
User Security Groups |
Level Down Project Reporting |
Projects owned by Orgs at User’s Security Org and lower, plus all children, plus parents of those projects |
Projects owned by Delegated Orgs and lower, plus all children, plus parents of those projects |
Projects the User is the Manager of, plus all children, plus parents of those projects |
Projects Delegated to the User, plus all children, plus parents of those projects |
User Security Groups |
Active Level Project Reporting |
Projects owned by Orgs at User’s Security Org and lower, plus all children |
Projects owned by Delegated Orgs and lower, plus all children |
Projects the User is the Manager of, plus all children |
Projects Delegated to the User, plus all children |
User Security Groups & Labor Suppress & Project Exclude Rights |
Detail Reporting |
Projects owned by Orgs at User’s Security Org and lower, plus all children |
Projects owned by Delegated Orgs and lower, plus all children |
Projects the User is the Manager of, plus all children |
Projects Delegated to the User, plus all children |
User Security Groups & Labor Suppress & Project Exclude Rights |
Supplemental Reports |
Projects owned by Orgs at User’s Security Org and lower, plus all children |
Projects owned by Delegated Orgs and lower, plus all children |
Projects the User is the Manager of, plus all children |
Projects Delegated to the User, plus all children |
User Security Groups & Labor Suppress & Project Exclude Rights |
Project Budget/EAC Origination |
Projects owned by Orgs at User’s Security Org and lower, plus all children |
Projects owned by Delegated Orgs and lower, plus all children |
Projects the User is the Manager of, plus all children |
Projects Delegated to the User, plus all children |
User Security Groups & Project Exclude Rights |
Project Budget/EAC Approval |
Projects owned by Orgs at User’s Security Org and lower, plus all children, where User is assigned Approver |
Projects owned by Delegated Orgs and lower, plus all children, where User is assigned Approver |
Projects the User is the Manager of, plus all children, where User is assigned Approver |
Projects Delegated to the User, plus all children, where User is assigned Approver |
User Security Groups & Project Exclude Rights |
Staff Available for Project Budget/EAC |
Employees whose home Org is under User’s Security Org |
Employees whose home Org is under Orgs delegated to User |
Employees whose home Org is under User’s Security Org |
Employees whose home Org is under User’s Security Org |
Project Mgr Matrix Rights & Project Workforce |