Project Permissions
| Permission | Prerequisite Permissions | With This Permission the User Can... |
|---|---|---|
| View |
View the Summary page excluding those items which are controlled by separate permission verbs such as Metrics and Documents. Use Upland Analytics to filter any work that is visible in PowerSteering via permission filtering; this applies to documents, metrics, tags, etc. that may not be visible in PowerSteering. For more information, see Upland Analytics Permissions. |
|
| Edit | View | Edit work information excluding tags, project names, project status, priority, controls, and schedule information. |
| Delete | Delete all project information - cannot remove a team member, document, metric, or issue. | |
| View Permissions | View | View the permissions of a work item. |
| Edit Permissions | View Permissions | Edit the permissions of a work item. |
| View Discussion | View | View discussions and issues that are associated with a work item. |
| View History | View | View history entries for a work item. |
| View Metric Values | View | View metrics associated with a work item and roll up metrics from related work. |
| View Metric on Work Summary | View | View the Metric module on the Summary page. |
| Add Metric | View Metric Values, Edit | Attach a metric template to a work item. |
| Remove Metric | Add Metric | Remove a metric instance from a work item. |
| Edit Tags | Change tag values on a work item. | |
| Archive | Archive the work item and its descendants. | |
| Delegate | Delegate the ownership of a work item to a different user. | |
| Move | Change the parent of the work item and its descendants. | |
| Copy | Create a copy of a Work Item. | |
| Edit Status | Change the status of a work item. | |
| Add Discussion Item | View Discussion | Add a new discussion to a work item or reply to an existing discussion thread. |
| Project Time Control | Set the options that disable time entry on a work item. | |
| Edit Currency | Change the currency of a work item. | |
| Edit Name | Edit the name of a work item. | |
| View Risks | View | View risks that are associated with a work item |
| Create Risks | View Risks | Add a new risk to a work item. |
| Edit Risks | View Risks | Modify existing risks that are associated with a work item. |
| Make an Issue | View Discussion | Add a new issue to a work item or escalate a discussion to an issue. |
| Remove Issues | Make an Issue | Delete an issue or downgrade an issue to a discussion. |
| View Documents | View | View and download documents associated with a work item. |
| Add Document | View Documents | Attach a new document to a work item. |
| Edit Document | Upload a new version of a document or edit document details. | |
| Delete Document | Delete a document from a work item. | |
| Edit Document Approval Settings | View Documents | Edit the approval settings for documents associated with a work item. |
| Add Team Member | Assign a user as a team member on a work item. | |
| Remove Team Member | Remove a team member from a work item. Note: Users must also have the Edit Resource Qualifications and Allocate Resources to Demand permissions in order to be able to remove team members from work that has Plan Resources set to Yes. |
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| Edit Priority | Change the priority of a work item. | |
| View Project Central | View the Project Central page. | |
| Edit Controls | Used to control Edit Permissions of multiple configurations related to project scheduling and cost control. See Project Central Column Options for details on the specific controls affected. | |
| View Cost | View the Costs menu option under the Project button on the Icon Bar. | |
| Edit Estimated Costs | View Cost | Edit and upload estimated costs. |
| Edit Actual Costs | View Cost | Edit and upload actual costs. |
| Edit Budget | View Cost | Edit the budget of a work item. |
| Edit Actual Schedule | Edit | Edit the actual schedule dates. |
| Set Baseline Dates | Capture baseline dates. | |
| Edit Constraint Dates | Edit the planned schedule dates. | |
| Add Child | Create new child work items under any work where they are assigned. | |
| Edit Program Membership | Edit the membership of programs. | |
| Edit Demand | Edit the duration, effort, and % allocation on staffed or unstaffed demand. | |
| Add Action Item | Add a new action item to a work item or an issue. | |
| Request Approval of Work Request | Submit an idea for approval. | |
| Approve / Reject Work Request | Approve or reject an idea. | |
| Approve/Reject best practice nomination | Approve or reject a best practice nomination. | |
| Expand Work Request | Create a project from an approved idea. | |
| View Status Reports | View | View the Status Reports module on the Summary page. |
| Approve/Reject Time | View | View, approve, and reject timesheet line items charged to the particular work item. See also User Permissions - View Time and Manage Time Permissions - Approve/Reject Timesheets. |
| Edit Electronic Signature Settings | Edit Document Approval Settings | Enable/disable electronic signatures for a Project's gates and/or documents. |
| Administer Status Reports | Edit already submitted status reports that are outside the grace period. | |
| Update Metric numbers | View Metric Values, Edit |
Edit metric information associated with a work item. Note: This does NOT include Tags or Custom Fields associated to the Metric line items. |
| Update Metric Tags | View Metric Values, Edit | Edit Tags in Metric line items associated with a work item. |
| Update Metric Custom Fields | View Metric Values, Edit | Edit Custom Fields in Metric line items associated with a work item. |
| Metric -- Set ready for rollup | View Metric Values | Set the Ready for Rollup flag on a metric. |
| Metric -- Set beneficiaries | View Metric Values | Define the metric beneficiaries on advanced metrics. |
| Lock Metrics | View Metric Values, Update Metric numbers | Set the metric lock on a metric. |
| Change Phase | View Metric Values | Change the phase associated with a metric template. This results in versioning of the metric information. |
| Copy/Attach Measure | View, Edit | Attach a measure to a work item. |
| Edit Measure History | Edit | Change values for a measure. |
| Set Deliverable Flag | Specify whether gate deliverables are required. | |
| View Project Reports | View the Project Reports module on the Summary page. | |
| Create Project Reports | View Project Reports | Create project reports in the Project Reports module on the Summary page and edit project reports on work items that they own. |
| Set Approval Roles | Map approval of gates to roles. | |
| Re-activate Gate | Activate a skipped or approved gate. | |
| Edit Resource Qualifications | Edit roles and resource qualification tags on staffed and unstaffed demand when Plan Resources is set to Yes for the work item. | |
| Allocate Resources To Demand | Edit Resource Qualifications, Add Team Member | Add a resource to unstaffed demand, remove a resource from staffed demand, or change a resource on staffed demand when Plan Resources is set to Yes for the work item. |
| Mass Delegate Work | Use the Change Ownership of Descendants function. | |
| Pause/Resume or Cancel workflow | Edit, Edit Status, Add Action Item | Pause, resume, and cancel workflow. |