Project Management

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Topic

    Amrit Mishra
    Create Custom Project Administrator Role to Review Project...
    Topic posted May 4, 2018 by Amrit MishraGreen Ribbon: 100+ Points, tagged Project Management, Project Performance Reporting 
    160 Views
    Title:
    Create Custom Project Administrator Role to Review Project Performance and Analyze KPI Categories
    Summary:
    You can access the Review Project Performance and Analyze KPI Categories pages using a custom project administrator role that has the required functional and data access to navigate to these pages.
    Content:

    Requirements Overview

    Users other than project managers want to review project performance and analyze KPI categories. These users aren’t added as project team members and they don’t want to view data for the specific projects that they are assigned to. They want to view data for all the projects in the application. For this, the users want to be able to access the Review Project Performance and the Analyze KPI Categories pages.

    Solution Overview

    Users, other than project managers who want to access the Review Project Performance and Analyze KPI Categories pages, must be granted a custom role that has the required functional and data access to enable them to do so. In order to achieve this, you must perform the following high-level steps:

    1. Create a custom Project Administrator role.
    2. Grant required functional security to the role.
    3. Create a new data security policy.
    4. Assign the custom role to the user.
    5. Grant relevant business units or organizations access to the user.

    Implementation

    The attached document walks through the steps to implement this solution.