Project Policy Templates Overview

Project Policies determine how users are allowed to interact with specific Eclipse PPM Projects. They are often used to give Project teams and Resources access to specific Project components so they can carry out and record their work. Members of these policies are given permissions to interact with components of a specific Project; these policies cannot be used to provide users with any permissions outside of the Project.

Project Policies can be created directly on the Security page of each Project. While it is certainly an option to create Project Policies for each specific Project and distribute permissions on a Project-to-Project basis, it can be much more efficient to use Project Policy Templates instead.

Project Policy Templates are created by administrators the exact same way Project Policies are created on individual Projects; permissions are selected and users are added as members. Once a Project Policy Template is complete, it can be applied to multiple Projects in order prevent users from having to create the same Project Policy over and over for each Project.

Example: Jack's organization will be undertaking a large number of similar Projects that will all surround digital initiatives. Pretty much all of these Projects will enlist the help of the same team of accountants to handle the Financial Plans. Each of these accountants will require "Full Control" permissions on each of the Projects so they can create and manage Financial Plans. Instead of leaving this responsibility to each Project Manager, Jack decides to create a "Digital Initiative Financials" Project Policy Template. He checks off all of the relevant permissions (most importantly, he selects the "Project Financials - Full Control" permission) and makes sure not to select any checkboxes that would give the accountants access to Project data they are not authorized to interact with.
He then adds a "Financial Managers" User Group to the policy while adding members. The users in this User Group are responsible for supervising financial activity on all Projects, so they will require finance-related permissions on these Projects as well. In consultation with these individuals, he determines which other users should be added as members to the policy.
Once he finishes the Project Policy Template, he applies it to all relevant Projects. Each Project Manager can edit the members and permissions of the Project Policy as necessary for their individual Projects, but they will not have to waste any time creating a new finance-related Project Policy from scratch.

Once a Project Policy Template is applied to a Project, it immediately becomes a Project Policy on that Project. There are a few ways to apply a Project Policy Template to Projects.

  • Apply it to selected Projects: Administrators can apply a Project Policy Template to multiple Projects at once directly from the Policies page. They can select individual Projects as well as Project filters to add the Policy to.

    Note: These are the same Project filters that can be found on the Project Search page. From here, users can create their own custom Project filters that can be used in the report.

    This method should be used to add Project Policies to existing Projects in Eclipse PPM.

  • Attach it to a Project Template: Administrators can add a Project Policy Template to the Security page of a Project Template. This way, every new Project created from the Project Template will automatically feature the Project Policy upon creation.

    Note: This will only apply the Project Policy to any future Projects created using the Project Template. It will not apply the policy to any preexisting Projects that were already created from the Project Template.

    This method should be used to add Project Policies to future Projects that will share the same Security settings.

  • Apply it at the Project level: Project Managers have the option to add Project Policy Templates directly to their own Projects using the Project Security page. This method should be used whenever Project Managers or Project Security teams need to satisfy their unique Project needs.

    Tip: Administrators should openly communicate the available Project Policy Templates to Project Teams to save them from having to constantly create their own Project Policies directly on Projects.

See the following pages for more information on Project Policy Templates: