Navigator Tab of Roles

This tab displays if you are using the Vision Navigator application. Use the Navigator tab to determine a role's access rights to the Vision Navigator application. The options that display on this tab depend on the modules included with your Vision license and your security role's access rights.

Contents

Field	Description
Navigator Access	Use the options within this group box to select the features that will be accessible to the current role within the Navigator application. Options that are not selected will not display within Navigator. For example, if you select the Dashboard Tab option but not the Planning Tab, only the Dashboard Tab will display within Navigator.
Navigator	Select this option for the role to have access to log in to Navigator. When you select this option, all other Navigator options on this form are automatically selected. You must remove the selection for each option that you do not want the role to access.
Employee Workspace	Select this option to enable access to the Employee Workspace and automatically enable the Timesheet Tab option.
Timesheet Tab	Select this option to enable access to the Timesheet features within Navigator. If this option is not selected, users assigned to this role cannot access the Employee Workspace.
Expense Report Tab	Select this option to enable access to the Expense Report features within Navigator. If this option is not selected, users assigned to this role cannot access the Employee Workspace.
Project Management Workspace	Select this option to enable access to the Project Management Workspace and automatically enable the Dashboard Tab, Planning Tab, and their associated options.
Dashboard Tab	Select this option to enable access to the Dashboard features within Navigator.
Planning Tab	Select this option to enable access to options on the Planning Tab within Navigator.
Contract	Select this option to enable access to the Contract planning page. Note that if Contract planning is not enabled in Vision > Configuration > Planning > Plan Settings, the Contract planning page is not available to any role.
Labor	This option is automatically selected when the Planning Tab option is selected. The Labor option enables access to the Labor planning page. You cannot change this option.
Expenses	Select this option to enable access to the Expenses planning page. Note that if expense planning is not enabled in Vision > Configuration > Planning > Plan Settings, the Expenses planning page is not available to any role.
Consultants	Select this option to enable access to the Consultants planning page. Note that if consultant planning is not enabled in Vision > Configuration > Planning > Plan Settings, the Consultants planning page is not available to any role.
Invoices Tab	Select this option to enable access to the Invoices Tab within Navigator.
Project Access in Project Management Workspace	The following options define the record access to projects in Navigator. You have the option to use the same access rights that are defined for the Projects application on the Record Access tab of Roles, or you can set up a different strategy for accessing projects within Navigator.
Access	Select one of the following options to define the user access to perform project functions. Same as Vision Project Access: Select this option to apply the same access rights as those defined in the Access column for the Projects application on the Record Access tab. Selecting this option disables the Access option. Access: Use this option to define the specific access rights for the projects accessed in Navigator. Access right options are: Read Only, Modify Only, Add/Modify, Full. Read Only access stops the user from choosing a different image and selecting a Kona space for the project while within Navigator. The other access options allow the user to make these changes within Navigator.
Record Level View	Select one of the following options to define the projects the role can view in the Navigator Project list. Same as Vision Project Record Level View: Select this option to apply the same access rights as those defined in the Record Level View column for the Projects application on the Record Access tab. Selecting this option disables the Lookup option. Lookup: Use the project lookup dialog to build a query that grants or restricts the projects listed in Navigator. After you make your selections, this field displays In Use. This field displays Not In Use when there are no options selected which means there are no restrictions placed on which projects display in Navigator. When you clear the Same as Vision Project Record Level View option, the system defaults the Lookup field to match how Record Level View was set for the Projects application on the Record Access tab. You can change the query or remove what defaulted.
Record Level Update	Select one of the following options to define the projects the role will be able to update in Navigator. Same as Project Record Level Update: Select this option to apply the same access rights as those defined for the Projects application in the Record Level Update column on the Record Access tab. Selecting this option disables the Lookup option Lookup: Use the project lookup dialog to build a query that grants or restricts which projects that the role will be able to update in Navigator. After you make your selections, this field displays In Use. This field displays Not in Use when there are no options selected which means there are no restrictions placed on which projects can be updated in Navigator. When you clear the Same as Vision Project Record Level Update option, the system defaults the Lookup field to match how Record Level Update was set for the Projects application on the Record Access tab. You can change the query or remove what defaulted. The selections made here and in Access determine whether the user can choose a different image and select a Kona space for the project while within Navigator.
Project Planning Access	The following options define the access to project plans in Navigator. You have the option to use the same access rights that are defined for Project Planning on the Record Access tab of Roles, or you can set up a different strategy for accessing project plans within Navigator.
Access	Select one of the following options to define the user access to perform planning functions. Same as Vision Planning Access: Select this option to apply the same access rights as those defined in the Access column for the Project Planning application on the Record Access tab. Selecting this option disables the Access option. This option is not available if you do not have the Resource Planning module. You must use the Access option to determine access rights. Access: Use this option to define the specific access rights for the project plans accessed in Navigator. Access right options are: Read Only, Modify Only, Add/Modify, Full.
Record Level View	Select one of the following options to define the plans that the role can view on the Navigator Planning tab. Same as Vision Project Record Level View: Select this option to apply the same access rights as those defined in the Record Level View column for the Project Planning application on the Record Access tab. Selecting this option disables the Lookup option. This option is not available if you do not have the Resource Planning module. You must use the Lookup option to determine plan view access. Lookup: Use the project lookup dialog to build a query that grants or restricts access to the plans displayed in Navigator. After you make your selections, this field displays In Use. This field displays Not In Use when there are no options selected which means there are no restrictions placed on which plans display in Navigator. When you clear the Same as Vision Project Record Level View option, the system defaults the Lookup field to match how Record Level View was set for the Project Planning application on the Record Access tab. You can change the query or remove what defaulted.
Record Level Update	Select one of the following options to define the plans that the role can update on the Navigator Planning tab. Same as Vision Project Planning Record Level Update: Select this option to apply the same access rights as those defined for the Project Planning application in the Record Level Update column on the Record Access tab. Selecting this option disables the Lookup option. This option is not available if you do not have the Resource Planning module. You must use the Lookup option to determine plan view access. Lookup: Use the plan lookup dialog to build a query that grants or restricts access to the plans that the role will be able to update in Navigator. After you make your selections, this field displays In Use. This field displays Not in Use when there are no options selected which means there are no restrictions placed on which plans can be updated in Navigator. When you clear the Same as Vision Project Planning Record Level Update option, the system defaults the Lookup field to match how Record Level Update was set for the Project Planning application on the Record Access tab. You can change the query or remove what defaulted.
Additional Planning Security	These options display when the Resource Planning module is not licensed in Vision.
Allow Changes to Baseline	Select this option if the role can change the baseline. You can have only one baseline version for the current 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.
Allow Changes to Budget Type	Select this option if the role can change the assigned budget type for a plan in Navigator's Plan Settings.
Allow Changes to Rate/Method Tables	Select this option if the role can change the rate and method tables for a plan in Navigator's Plan Settings.
Apply Employee Record Level Access	Select this option to restrict employee access by this role to only those employee records defined by employee record level security established on the Record Access tab of Roles. Do not select this option if users with this security role need full access to all employee records.
Allow Changes to Overhead %	Select this option to allow the role to change the assigned overhead percent for a plan in Navigator's Plan Settings.