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PD Ware Inc. Production

Edit Rights

Access to PDWare Portfolio is controlled by user rights that can be set up by an administrator.

To edit user rights select the Admin-Edit Rights menu item.

 

Select a User from the User dropdown list.

 

Check the Administrator check box to assign administrator rights.

Check the Financial Extensions check box to enable access to the Financial Extensions module.

Check the Baseline check box to authorize the user to submit baselines for the objects to which he has edit rights.

                                                

Select a Right from the Right dropdown list.

Select a Node (or Project/Program for Project Manager rights) from the node tree (or Project/Program list box).

Click the right arrow to add the selected right. The added Right will be marked with a plus in the Rights Granted list.

To Remove a Right, select any item in the Rights Granted list and click the left arrow.  The removed Right will be marked with a minus in the Rights Granted list.

Click Save to save the changes.

Click Ok to save the changes and close the form.

Click Cancel to ignore all changes (made since the last save) and close the form.

The following table lists the available rights and the respective privileges:

PDWare User Right

Right Abbreviation

Applies To

Privileges

Administrator

 

Application

All system functions.

Resource Restricted

RX

Resource Node

Restricted from seeing any of the resource sheets.

Resource Read Only

R0

Resource Node

Read a Resource Node from the database.

Resource Data

R1

Resource Node

Modify Resource Capacity and Effort Forecasts.

Resource Edit

R2

Resource Node

Modify Resource Data and Add/Delete Resources.

Resource Administrator

R3

Resource Node

Edit the Resource Organizational Breakdown Structure.

Project Read Only

P0

Project Node

Read a Project Node from the database.

Project Manager

P1

Project / Program

Submit Project / Program Status.

Project Edit

P2

Project Node

Modify Project / Program Data and Add/Delete Projects / Programs.

Project Administrator

P3

Project Node

Edit the Project Organizational Breakdown Structure.

Financial Read-Only

F0

Cost Center Node

Read Financial Assignments from the database.

Financial Edit

F2

Cost Center Node

Modify Financial Assignments

Financial Administrator

F3

Cost Center Node

Edit the Cost Center Organization Breakdown Structure

Rates Read-Only

R0

Resource Node

Read Rates from the database.

Rate Edit

R2

Resource Node

Modify Rates

Timesheet Approval

T1

Resource

Approve Timesheets for an individual.

Timesheet Approval

T2

Resource Node

Approve Timesheets for a node.

Timesheet Auto

T3

Resource

Enable automatic approval for timesheets for an individual.

Timesheet Auto

T4

Resource Node

Enable automatic approval for timesheets for a node.

 

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