Use the Planning tab to establish a role's access rights to several
project planning functions.
Contents
Record Level Security
General
| Field | Description |
|---|
| Allow Changes to Baseline
|
Select this option if the role can change the baseline plan. You can have only one baseline version for a plan at any given time. If you use the
Save Baseline option again for the same plan, you will overwrite the previous contents of the baseline.
|
Rates
| Field | Description |
|---|
| Allow Changes to Budget Type
|
Select this option if the role can change the budget type. There are three possible budget types: Cost, Billing, and Cost and Billing. Cost rates represent your enterprise's cost to produce a service. Billing rates represent the amount the
client will pay for the service your enterprise provides.
|
| Allow Changes to Rate/Method Tables
|
Select this option if the role can change the rate and method tables.
|
Top Down Plan
Analysis
| Field | Description |
|---|
| Allow Changes to Overhead %
|
Select this option if the role can change the percentage of overhead to be applied to the planned labor cost.
|
Resource Management
| Field | Description |
|---|
| Allow to Hard Book Planned Hours
|
Select this option for the role to see both soft and hard booking menu options within the Resource Management application. In the Planning application, all planned labor changes will default to hard booked.
If this option is not selected, the role is not allowed to change the booking status. The default is soft booked.
This option displays if the
Use Soft and Hard Booking for Assignments option is selected on the Resource Settings form in the browser application ().
|
