Security for Project Plans

Your ability to view and edit project plans is determined by the access defined for your security role.

If you have the necessary access to view a plan, you can view planning assignments for all parts of the plan work breakdown structure WBS. If you have update access to a plan, you can make changes to assignments for all parts of the plan WBS. While you are not restricted based on the structure, however, you may have restrictions on the types of data you can view or update.

View and Update Access

Your system administrator uses settings on the Record Access tab of the Roles form to indicate if you can add and modify plans, only modify plans, and view plans. They can also use that tab to restrict your access to a specified set of project plans.

Access to Planning Tabs and Reports

Access to the individual planning tabs in the Projects hub and access to individual planning reports in Reporting are controlled by settings for your security role on the Access Rights tab of the Roles form.

Access to Labor Cost Data

Access to planned and actual labor cost rates and amounts, and to values resulting from calculations that involve labor cost rates and amounts, depends on these two settings for your security role on the Accounting tab of the Roles form (Settings > Security > Roles):

• Labor Cost Rates/Amounts
• Include cost amounts in spent and profit calculations

Access can range from full access at the resource level and all levels of the plan structure to no access to any values related to labor cost. If you do not have the access necessary to view a field that contains a value related to labor cost, that field displays ***.

If you have questions about your access rights to labor cost rates and amounts, contact your system administrator.

Access to Employees

Whether or not you can add employee assignments and generic resource assignments to plans is based on the Employee Assignment setting and Generic Assignment settings on the Record Access tab of the Roles form. Using those settings, the system administrator can also specify the set of employees or generic resources that you are authorized to add to plans.

Access to Planning Actions

Your ability to perform the following actions are determined by settings for your security role on the Planning tab of the Roles form:

• Save baseline plans
• Change overhead percentages in the Plan Settings dialog box
• Change budget types in the Plan Settings dialog box
• Change rate methods and rate tables in the Plan Settings dialog box
• Hard book planned hours