Project Roles & Permissions

Project Managers like to keep a tight grip on their project schedules, not just anyone can make changes to a project schedule.

Every project has three project resource-types that may be associated to the project:

• A Task Resource has no project schedule editing capabilities
• A Project Scheduler has limited to editing schedule data, but not budgetary data
• A Project Manager has complete control of the project schedule

Set these roles on a project-to-project basis with no relationship to the user profile settings at the system level.

Project Resource

• Enter time and expense entries on tasks to which they are assigned as a resource.
• Enter Actual Start Date, Actual Finish Date and % Complete data on tasks to which each is assigned as the task owner.

Project Scheduler

A Project Scheduler has all rights of a Project Resource plus:

• Add resources to the project as Project Schedulers or Project Resources.
• Enter time, expense and % complete data on behalf of all project resources.
• Edit the project name, start date and other fields on the project add/edit form.
• Edit all scheduling-related fields for all tasks within the project.

Project Manager

A Project Manager has all rights of a Project Scheduler plus:

• Add resources to the project as Project Managers.
• View budget information.
• Edit all budgeting fields for all tasks and resources within the project.

What about Primary Project Manager? 

A Primary Project Manager is solely a checkbox indicator, not a bestowal of extra fancy permissions. Out of all of the Project Managers, one can be indicated as the PPM. This can be helpful for telling who "owns" the project out of a list of PMs, etc. A PPM has the same rights as a PM on a project.

Additional Troubleshooting

These roles are special only for projects. User System Roles will limit what users can do and Item Permissions will limit where the user can do it.

If you still find you are unable to edit the project plan, be aware the item permissions. For example, if a system administrator were to place a new project in a folder that is inaccessible to the project manager, the project manager privileges within the project are irrelevant. The project manager is unable to access the project in the first place.

Other project participants must minimally have read access to the project, but add or change permissions may affect a Resource's abilities. A resource may have read-only permissions, so he or she cannot add comments or upload files within the project