Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Project Manager Permission Types

In the Project Management app, there are two permission types for the Project Manager (PM) role:

  1. Full PM
  2. 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 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:

  1. Project Ownershave full and unrestricted access to all aspects of that project.
  2. Shared Usershave reduced access to project management features within that project (e.g. unable to mark the project complete, view TM stats, edit project settings).
  3. Guest Shared Usershave 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 PMVendor PMProject OwnerShared UserGuest Shared User
None
Insert excerpt
EX:Vendor PM Restrictions
EX:Vendor PM Restrictions
nopaneltrue
None

Insert excerpt
EX:Project Shared User Restrictions
EX:Project Shared User Restrictions
nopaneltrue

Insert excerpt
EX:Project Guest Shared User Restrictions
EX:Project Guest Shared User Restrictions
nopaneltrue

Project Costs

A Project Manager's ability to see project costs within the Project Management app are determined 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.

...