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Access Rights (Investments)

This section contains the following topics:

Project Access Rights

Timesheets Access Rights

Earned Value Definition Rights

Access Rights for Programs

Project Access Rights

The following access rights are required to work with projects:

Project - Approve

Allows users to approve a specific project.

Includes: Project - Edit right to edit the project.

Type: Instance

Project - Approve - All

Allows users to approve all projects.

Includes: Project - Edit - All right to edit all projects.

Type: Global

Project - Benefit Plan - Edit

Allows users to edit the benefit plans for a specific project.

Type: Instance

Project - Benefit Plan - Edit - All

Allows users to edit the benefit plans for all projects.

Type: Global

Project - Benefit Plan - View

Allows users to view the benefit plans for a specific project.

Type: Instance

Project - Benefit Plan - View - All

Allows users to view the benefit plans for all projects.

Type: Global

Project - Billing Access

Allows users to access a billing for a specific project.

Type: Instance

Project - Billing Approval

Allows users to approve a billing for a specific project.

Type: Instance

Project - Budget Plan - Approve

Allows users to approve the budget plans for a specific project.

Type: Instance

Project - Budget Plan - Approve All

Allows users to approve the budget plans of any project.

Type: Global

Project - Budget Plan - Edit

Allows users to edit the budget plans for a specific project.

Type: Instance

Project - Budget Plan - Edit All

Allows users to edit the budget plans of any project.

Type: Global

Project - Budget Plan - View

Allows users to view the budget plans for a specific project.

Type: Instance

Project - Budget Plan - View All

Allows users to view budget plans for all projects.

Type: Global

Project - Cost Plan - Edit

Allows users to edit the cost plans for a specific project.

Type: Instance

Project - Cost Plan - Edit All

Allows users to edit cost plans for all projects.

Type: Global

Project - Cost Plan - View

Allows users to view the cost plans for a specific project.

Type: Instance

Project - Cost Plan - View All

Allows users to view cost plans for all projects.

Type: Global

Project - Create

Allows you to create new projects and define the general properties.

Includes: Project - Create from Template right to create a project using a template.

Type: Global

Project - Create from Template

Allows you to create new projects using project templates.

Type: Global

Project - Delete

Allows users to delete a specific project.

Requires: Project - View to view the project.

Type: Instance

Project - Delete - All

Allows users to delete any project.

Requires: Project - View to view the project.

Type: Global

Project - Edit

Allows the user to edit all parts of a project.

Type: Instance

Project - Edit - All

Allows users to edit properties and other areas of any project, except for custom defined fields.

Type: Global

Project - Edit Access Rights

Allows users to manage access rights for all projects.

Requires: Project - Edit Management right to manage access rights for all projects.

Type: Global

Project - Edit Assigned Tasks

Allows the user to edit assigned tasks on a specific project.

Type: Instance

Project - Edit Assigned Tasks - All

Allows the user to edit assigned tasks on all projects.

Type: Global

Project - Enable Financial

Enable financial properties for Projects.

Requires:

Type: Global

Project - Edit Financial - All

Allows users to view and edit the general properties, processes, and financial information about all projects. This right also allows the user to enable financial projects.

Type: Global

Project - Edit Management

Allows users to edit general and management properties, to add staff, create tasks, and create and manage processes for the specific project. This right includes the ability to add subprojects and to edit the project in a project scheduler, such as Microsoft Project.

Type: Instance

Project - Edit Management - All

Allows the user to edit general and management properties for all projects. This right allows you to add staff and create tasks if projects are enabled for management. This right also includes the right to add subprojects to the project and edit the project in a project scheduler, such as Microsoft Project.

Type: Global

Project - Edit Project Plan

Allows users to add unplanned tasks to a specific project when completing their timesheets when they are a team member on the project.

Type: Instance

Project - Edit Project Plan - All

Allows users to add unplanned tasks to any project when completing their timesheets when they are a team member of those projects.

Type: Global

Project - Enable Financial

Enable financial properties for Projects.

Requires:

Type: Global

Project - Financial Plan - Submit for Approval

Allows users to submit the financial plans for approval for a specific project.

Type: Instance

Project - Manager (Auto)

Allows the user to view and edit general and management properties for the projects and programs to which they have access.

Type: Instance

Project - Modify Baseline

Allows users to edit the baseline for a specific project. This right also allows users to edit the project general properties and processes.

Type: Instance

Project - Modify Baseline All

Allows users to baseline all projects. The right also allows users to view the general properties and processes of projects.

Type: Global

Project - Risk, Issue, Change Request - Create/Edit

Allows users to create and edit risks, issues, and changes for a specific project.

Type: Instance

Project - Risk, Issue, Change Request - Delete

Allows users to delete risks, issues, and changes for a specific project on which they are a staff member.

Type: Instance

Project - Risk, Issue, Change Request - Delete - All

Allows you to delete risks, issues, and change requests for all projects.

Type: Global

this access right is changing in v13. waiting for more info from Bill

Project - Risk, Issue, Change Request - Edit - All

Allows you to create and edit risks, issues, and changes requests for any project.

Type: Global

this access right is changing in v13. waiting for more info from Bill

Project - Risk, Issue, Change Request - View

Allows users to view all risks, issues, and change requests for a specific project.

Type: Global

Project - Risk, Issue, Change Request - View - All

Lets you view all risks, issues, and change requests for a specific project.

Type: Global

Project - View

Allows users to view the general, management, financial properties, custom defined fields, roster, tasks, processes, and subprojects for a specific project.

Type: Instance

Project - View Access Rights

Allows users to view access rights for a specific project. From CA Clarity PPM, this right implies that users also have the Project - View access right to the project. From Administration, users must also have the Resource - Edit Administration right.

Type: Instance

Project - View All Fields

Allows users to view all the general properties and custom defined fields for a specific project.

Type: Instance

Project - View Financial

Allows users to view the general and financial properties for a specific project.

Type: Instance

Project - View Financial - All

Allows users to view the general and financial properties, and processes on all projects. This right does not include the Project - Budget Plan - View All access right.

Type: Global

Project - View Management

Allows users to view management properties, roster, and key tasks of a specific project. This right also allows users view the project in a project scheduler, such as Microsoft Project.

Type: Instance

Project - View Management - All

Allows users to view management properties and processes on any project that has been enabled for management.

Type: Global

Project - View Tasks

Allows the user to view all tasks for a specific project. This access right is dependent on the resource having the Project - View Base access right.

Type: Instance

Project - View Tasks - All

Allows the user to view tasks and work breakdown structure for any project the user has been granted access.

Type: Global

Projects - Navigate

Lets the user navigate to the Projects list page and to the My Projects portlet.

Type: Global

Administration - Application Setup

Allows users to edit CA Clarity PPM system options and settings, including Organization and Access menu, Timesheet Options, Data Administration menu, and General Settings menu.

Includes: Administration - Access to access the Administration menu.

Type: Global

Administration - Access

Allows the user to access the Administration menu.

Type: Global

Resource - Approve Time

Allows users to approve and reject timesheets for a specific resource. The right does not include the Resource - Enter Time right.

Type: Instance

Timesheets Access Rights

The following access rights are available for timesheets:

Timesheets - Navigate

Allows you to navigate to timesheet pages.

Type: Global

Timesheets - Edit All

Allows users to edit all timesheets.

Type: Global

Timesheets - Approve All

Allows users to approve all submitted timesheets.

Type: Global

Resource - Enter Time

Allows users to complete and submit timesheets for a specific resource.

Type: Instance

Project - Edit Project Plan

Allows users to add unplanned tasks to a specific project when completing their timesheets when they are a team member on the project.

Type: Instance

Earned Value Definition Rights

The following access rights are required to work with earned value definitions:

Earned Value Definition - Create

Allows users to create a new earned value definition.

Type: Global

Earned Value Definition - Edit Access Rights - All

Allows users to edit the access rights for all earned value definitions.

Requires: Earned Value Definition - Navigate right or Earned Value Definition - View right

Type: Global

Earned Value Definition - Edit All

Allows users to edit any earned value definition.

Type: Global

Earned Value Definition - Navigate

Allows users to access any earned value definition pages.

Type: Global

Earned Value Definition - View All

Allows users to view any earned value definition.

Type: Global

Access Rights for Programs

The following access rights are available for users who create and edit programs and subprojects:

Management - Programs

Allows user to access the programs to which you have access. This right is dependent on the user having rights to programs and projects at either the instance level or OBS level.

Type: Global

Project - Approve

Allows the user to approve a specific project. This right includes the Project - Edit access right.

Type: Instance

Project - Create

Allows user to create a project or program specifying general project properties. A user with this right automatically becomes the collaboration manager for the project. The user can also create action items and discussion. This access right includes the Project - Create from Template access right.

Type: Global

Project - Create from Template

Allows user to create a new project or program using only templates. A user with this right automatically becomes the collaboration manager for the project. The user can create action items and discussion.

Type: Global

Project - Delete

Combined with the Project - Edit access right, this right allows users to delete the projects and programs to which they have access.

Project - Edit

Allows user to edit all parts of a project or program except the collaboration tools (e.g. Document Manager, Action Items, Calendar, and Discussion pages). Also, allows user to accept requisitions if project manager approval is required.

Type: Instance

Project - Edit Access Rights

Combined with the Project - Edit Management access right, this right allows user to manage access rights to a project or program.

Type: Global

Project - Edit Management

Allows user to edit general and management properties, to add staff, create tasks, and create and manage processes for the projects and programs to which the user has access. This includes the ability to add subprojects and to edit the project in Open Workbench or Microsoft Project.

Type: Instance.

Project - Manager (Auto)

Allows user to view and edit general and management properties for the projects and programs to which they have access.

Type: Instance