Security Tab
Use the Security tab to control user access to the various tabs and tools in Project Analyzer. The values available for each attribute vary by function (column). These settings are configured using one of the following permission sets:
- None/Disabled
- Read Only
- Allow Edit
- No Access
- Allow Access
To hide functionality in Project Analyzer, set the value to None/Disabled or No Access.
Each configurable setting is explained in detail below. Project Analyzer supports security groups from the accounting system to make administration easier. Configure security for Project Analyzer users using the security groups or existing security roles in the accounting system to assign permissions. Permissions can also be applied directly to an individual user as needed. Both choices are listed in the User or Group drop-down menu in each row. The first two rows are static and serve as default settings.
If a user cannot be matched to an account or group, the Analyzer Default permissions will apply.
To access this tab
In Project Analyzer, click File and select System Configuration. On the System Configuration window, click the Security tab.
Permissions
Each permission setting is listed below with its available options. Many of the settings have the same permission options, making it easier for administrators to review permissions.
In some cases, permissions may be superceded. For example, read-only tabs and tabs that require the display of dollar amounts are an exception to the any permissions setting. Additionally, disabling the display of dollars in Project Analyzer via the Show Dollars tool will not have an impact on those tabs.
The column order of the permission settings may be changed via drag and drop of the column labels. The list below is shown in the default order.
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- My Projects: Users can see only projects belonging to their My Projects list in the accounting system.
- All Projects: Users can see all projects, regardless of the My Projects list in the accounting system. The My Projects list is defined in the accounting system. The user account is included in My Projects when a user is assigned as a Project Manager, Principal in Charge, or Supervisor in the accounting system.
- My Projects: Users can only edit projects belonging to their My Projects list in the accounting system.
- All Projects: Users can edit all projects, regardless of the My Projects list in the accounting system.
- No Access: the Opportunities list is not available
- Allow Access: the Opportunities list is available
- None/Disable: the tab is not shown
- Read Only: the tab is shown but not editable
- Allow Edit: the tab is shown and is editable
- No Access: Login As tool is disabled
- Allow Access: Login As tool is enabled
- No Access: the Active Projects Only button is forced to selected and disabled
- Allow Access: the Active Projects Only button is available and enabled
- No Access: the Office selection list is set to the employee's office and disabled
- Allow Access: the Office selection list is available and enabled
- No Access: The Show Dollars tool is forced to unselected and disabled
- Allow Access: The Show Dollars tool is available and enabled
- No Access: the Show Expanded Detail button is not shown globally in Project Analyzer
- Allow Access: The Show Expanded Detail button is shown and data is not editable
- No Access: the Timesheet Detail button is not shown globally in Project Analyzer
- Allow Access: The Timesheet Detail button is shown and data is not editable
- None/Disable: the column is not shown
- Read Only: the column is shown but not editable
- Allow Edit: the column is shown and is editable
- No Access: the Projections tool is disabled
- Allow Access: the Projections tool is available
- No Access: the Management Views tool is disabled
- Allow Access: the Management Views tool is available
- None/Disable: the Financial Summary tool is forced to unselected and disabled
- Read / Allow Edit: The Financial Summary tool is enabled
- No Access: the Lock by Date tool is forced to selected and disabled
- Allow Access: the Lock by Date tool is enabled.
- No Access: the Accept Invoices tool is disabled
- Allow Access: the Accept Invoices tool is enabled
- None/Disabled: Accounts Payable columns on the Non-Reimb Consultants tab are not shown
- Read Only: Accounts Payable columns on the Non-Reimb Consultants tab are shown as read-only
- Allow Edit: Accounts Payable columns on the Non-Reimb Consultants tab are shown and editable
- No Access: the Billing Status column on the Billing tab is read-only
- Allow Access: the Billing Status column on the Billing tab is editable
- None/Disabled: the Billing Dates column is not shown
- Read Only: the Billing Dates column is shown as read-only
- Allow Edit: the Billing Dates column is shown and editable
The values in the Approval Status column apply to the Schedule Status, Plan Status and Budget Status drop-down lists. These values are used to indicate the status (i.e., open, approved, locked) for various attributes of a project. The values are defined below.
For more information on status types, please refer to the System Configuration Options Text tab.
- View: A user with this privilege does not have the ability to modify the Schedule Status, Plan Status or Budget Status values.
- Edit: The user can change the Schedule Status, Plan Status and Budget Status values.
- Edit and Approve: The user can change and approve changes to the Schedule Status, Plan Status and Budget Status values.
- If the status type is a Locked category, a user cannot edit data in the data grids unless they have the Edit and Approve value described above.
- Custom approval statuses can be created on the System Configuration Options Text tab. The Approved or Locked category is not the only feature that prevents the user from editing data. For instance, if the Lock by Date option is set and the date has passed the data cannot be edited.
- No Access: the System Configuration tool is disabled
- Allow Access: the System Configuration tool is enabled