Role Form

The Role form generates a report that contains all roles that have access to securable objects within a product. The access can be Visible, Not Visible, Enabled, or Disabled. It lists all levels of the securable objects for the product. It gathers data from the Roles form. By default, it sorts records alphabetically by Product then by Role ID then by securable objects.

All report forms in the Reports panel share the same toolbar.

Role

This grid contains the following columns and options:

Grid Columns

Field

Description

Product

This column displays products to which users have access.

Role ID

This column displays currently defined roles in EPM Security Administrator (SA).

Role Description

This column displays brief description of the selected role.

Securable Objects

This column displays the securable object defined for a particular role. The securable objects can be hierarchical.

Visible

This column indicates whether a securable object is visible to users and groups assigned this role. It displays either Yes or No.

Enabled

This column indicates whether a securable object is enabled to users and groups assigned this role. It displays either Yes or No.

Grid Toolbar

Field

Description

Select this option from the Role drop-down list to display the Print Preview window of the grid's content.

Export to Excel

Select this option from the Role drop-down list to open the content of the grid in Microsoft Excel.

Enable Grouping

Select this option from the Role drop-down list to group column records within the grid. To group column data, you can drag a column header to a field above the column headers. The field only displays when the Enable Grouping option is selected.

Selecting this option also displays (Filter icon) beside each column header. It allows you to specify filter criteria for a selected column. Clicking the icon displays a drop-down list with the following options:

(All) — Select this option to display all records.
(Custom) — Select this option to display the Custom Filter dialog box.
(Blanks) — Select this option to display all records that do not contain information in the header of the selected column.
(NonBlanks) — Select this option to display all records that contain information for the selected column.

Other options also display, depending on the columns that you select. For example, selecting the Product column that includes Deltek PM Compass also displays Deltek PM Compass in the Filter drop-down list.

You can resize the columns, move them by dragging and dropping them into your preferred location, and sort records by clicking column headers. Changing the column order also changes the organization of the report. You can also expand and collapse the group to show or hide sub-groups. By default, all groups are collapsed.

To display the Role form of the Reports panel, complete the following step:

From the Navigation menu, click Reports » Role.

Field	Description
Print	Select this option from the Role drop-down list to display the Print Preview window of the grid's content.
Export to Excel	Select this option from the Role drop-down list to open the content of the grid in Microsoft Excel.
Enable Grouping	Select this option from the Role drop-down list to group column records within the grid. To group column data, you can drag a column header to a field above the column headers. The field only displays when the Enable Grouping option is selected. Selecting this option also displays (Filter icon) beside each column header. It allows you to specify filter criteria for a selected column. Clicking the icon displays a drop-down list with the following options: (All) — Select this option to display all records. (Custom) — Select this option to display the Custom Filter dialog box. (Blanks) — Select this option to display all records that do not contain information in the header of the selected column. (NonBlanks) — Select this option to display all records that contain information for the selected column. Other options also display, depending on the columns that you select. For example, selecting the Product column that includes Deltek PM Compass also displays Deltek PM Compass in the Filter drop-down list.