Grant Security Rights to Project, Task, and Assign Users to Tasks Components

When creating or updating a project, task or assignment budget, ensure that logged users performing the Budget Imports are assigned the following:

This article details how to grant security rights to the Project, Task, and Assign Users to Tasks components.

Note: Your PSA page may differ slightly or significantly from what you see in this article, due to being on a different version, your organization having opted for different modules, having been granted different security rights, AND/OR terminology/naming convention having been modified to suit your respective organization. But, essentially the features/functionality referred to, herein, are still the same across the board.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the menu click System.
  4. From the System page click the Security button to access the Security setup page.

    Click Security button

  5. Click the expand button () located against a User Security Role Placeholder, if applicable to view the available Security Roles.
  6. Select a Security Profile.

    Select a Security Role.

  7. Upon the Security Profile page displaying, select Setup from the menu.
  8. From the available options select Work.
  9. If not already, select the rights to View, Create or Delete for the Assign Users to Task component as required.
  10. If not already, select the rights to View, Modify, Create or Delete for the Project component as required.
  11. If not already, select the rights to View, Modify, Create or Delete for the Task component as required.
  12. Select Save.

    Select the Entry / Workforce Planning Rights