Global

General

Account Settings - Navigate

Organizer - Access

Reports - Access

Project Management

Projects - Navigate

Project - View Management - All

Project - View Financial - All

Project - Cost Plan - Edit All

Project - Budget Plan - Edit All

Project - Budget Plan - Approve All

Project - Benefit Plan - Edit All

Resource Management

Resource - Navigate

Resource - View - All

Resource - Edit Financial All

Financial Management

Administration - Access

Financial Maintenance - Financial Management

Financial Maintenance - Financial Organizational Structure

Financial Maintenance - Define Matrix

Financial Maintenance - Manage Matrix

Financial Process - Transaction Entry

Financial Process - Work in Process

Financial Process - Approve WIP Adjustments

Instance (Page - View)

Posted Transaction Review Page

Posted Transaction Review

Note: Page ID is cop.finTransactionReview

Posted Transaction Review Page

Note: This page is a cost plan detail object action.

Posted Transaction Review

Note: Page ID is cop.invTransactionReview

Instance (Portlet - View)

Posted Transaction Review Page Portlet

Posted Transaction Review

Note: Portlet ID is cop.finTransactionReview

Posted Transaction Review Page Portlet

Note: This page is a cost plan detail object action.

Posted Transaction Review

Note: Portlet ID is cop.invTransactionReview

PMO-Project Status Portlets

Upcoming Milestones

Actuals by Transaction Type

PMO-Project Storyboard Portlets

Note: Upcoming Milestones granted above for the PMO-Project Status Portlets is also required for the PMO-Project Storyboard Portlets.

Project Default Layout Portlets

General

Labor Effort

Other Portlets - CA Clarity PPM

Action Items

My Projects

My Reports