Groups Form

Use this form to define and manage a profile for a group.

Groups are used to group users who need to access to the same projects and other data. They offer an effective means of managing access control for data, often aligning with major programs or functional groups such as the Project Management Office. Within each project, you have the ability to add one or more groups to the access control grid. When a user is no longer involved in the project, removing them from the corresponding group automatically revokes their access to associated projects, resources, calendars, and other pertinent data.

Note: PM Compass uses a special group called PMC_CHANGEMGT_ADMIN. Any user in this group can edit data in the workflow form or in the Change Details view as long as the user has access to the project, the workflow step is In Review or the workflow has not yet been started. Users in this group can only edit data. They cannot advance the workflow.

Views

The Groups form displays in two formats, which define how PPM Administrator displays groups. At the upper right portion of the form, click to toggle to the Groups List View and click to return to the Groups Detail View.

• Groups Detail View: When you click SECURITY > Groups, you can view and edit the information for a single group profile. You can set up new groups using the General, Users, and Open Plan tabs. You can also define the permissions that a group must have to access the options within the PPM Security application using the Security tab. For more information, see Groups Detail View .

  In this view, the active group displays below the form header. You can search for other groups by entering characters in the Find field located at the top, or clicking the down arrow to search all available information.

  Moreover, the search navigation buttons beside the Find field indicate the group you are viewing and the total number of groups in the system. To move through the groups, click the previous and next buttons. For more information, see the Use the Find Field section

• Groups List View: When you switch to this view, PPM Administrator displays all available group profiles display in a grid. In this view, you can edit information for multiple group profiles at one time in the grid. For more information, see Groups List View. You can add, remove, or change the order of the columns in the grid. You can also export the data in the gird as a .CSV file and download it. For more information on these tasks, see How to....

  You can set the Groups form as your preferred default page when you open PPM Administrator by accessing the My Preferences dialog box. For more details, see Set the Preferred Application View.