Project Manager Permission Types
In the Project Management app, there are two permission types for the Project Manager (PM) role:
- Full PM
- Vendor PM
The differences between a Full PM and a Vendor PM are:
- The Vendor PM permission type may only be granted to users who are "guests" within your community (i.e. belong to an organization different than your own).
- Full PMs may be granted any of the three project access levels detailed below, whereas Vendor PMs may only be granted Project Owner access or Guest Shared User access.
- Vendor PMs have reduced access to certain project management features (e.g. unable to add projects or view/edit workflows).
- Vendor PMs have restricted data visibility when using certain project management features (e.g. Teams, Contacts, Reports).
For a full list of PM permission type differences, see the table below.
Project Access Levels
Projects have three levels of user access:
- Project Owners - have full and unrestricted access to all aspects of that project.
- Shared Users - have reduced access to project management features within that project (e.g. unable to mark the project complete, view TM stats, edit project settings).
- Guest Shared Users - have both reduced access to features within the project, as well as restricted data visibility (e.g. unable to view documents and targets not assigned to their organization).
For a full list of project access level restrictions, see the table below.
Restrictions for Vendor PMs and Shared Users on Projects
Note: None of the restrictions described below affect users with the Community Admin user role.
Permission Type Permission type restrictions are global | Project Access Level Project access level restrictions apply only to the project for which the user has been granted access | |||||||||||||||||||||||||||
| Full PM | Vendor PM | Project Owner | Shared User | Guest Shared User | ||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| None |
| None |
|
| ||||||||||||||||||||||||
Project Costs
The visibility of A Project Manager's ability to see project costs within the Project Management app are dependent upon both the user's permission type and project access leveldetermined as follows:
- PMs with the Full PM permission type see all costs regardless of their project access level (i.e. Project Owner or Shared User).
- PMs with the Vendor PM permission type who have been granted Project Owner access to the project see all costs.
- PMs with the Vendor PM permission type who have been granted Shared User access to the project are treated as Guests Shared Users and therefore only see costs related to phases for which the assigned vendor organization coincides with the PM's parent organization.
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