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Planview Customer Success Center

Login - Administration

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NOTE:  The above options except Custom Entities will not be displayed if the user has Login Profile setup options selected that give them these permissions. If Setup options are selected on the Login Profile the Administration tab will appear blank. 

 

Determine the data the Login can access and what they can do with it.

Administration, which refers to the set up of data. 

Only View Setup for a customer’s own projects is available for external logins.

 

NOTE: Logins that have a Login Profile that does not have set up permission for projects cannot normally create project records. However, if Maintain Setup for has Security Group Projects, the login can create projects for any security groups that are selected there.  

 

If the login has the same or similar permissions to an existing one, click Copy Permissions and then choose the login. You can change these permissions as necessary for this login. 

 

Set check boxes on to assign access rights to the indicated areas.  Then make selections for those areas to determine the level of access that is available.

 

In general, the choices are:

  • All — any that are available, with no restriction
  • Own — only for resources, meaning the single resource set for the login
  • Security group – covering the resources or projects that are available to a security group, possibly other than your own. You will choose the appropriate groups via the Select button.

    Through Security Group Settings, you can grant the ability for members of a Security Group to create projects and resources for use in that group only. If so, check Maintain Setup for and choose the Security Groups where this is permitted. For this to be effective, you will need to remove global access by unchecking Project or Resource at the Login Profile tab.
  • Selected — means that specific records can be chosen. In this case, press the corresponding Select button and then click Add to choose the records that can be processed. Alternatively, click Copy from Permissions to select the projects selected in a different view (for example, you may set permissions for timesheets and use the same ones for expenses). It is generally better to use security groups since these provide a more structured method.
  • My Resources — allows access to resources where your own resource is the line manager.
  • My Resources except Own — the same as My Resources but excludes your own resource. Only applies to Approve and Pay permissions.
  • My Department Resources — allows access to any resources in the same department as your own resource.
  • Projects — allows access to projects where your own resource is the project manager.
  • Projects and Children — the same as Projects but additionally gives access to their child projects
  •  

When assigning projects, resources and security groups to the login, a Copy From button is available. This provides a list of security group permissions. Selecting one will apply all its security groups for this permission.

For the approval of timesheets and expenses, you can additionally determine that logins can approve all resources except their own or all resources covered by their security groups except their own. This ensures that timesheets and expenses are approved by someone else.