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Planview Customer Success Center

How to check or change access requirements for menu items?

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The access to each Changepoint menu item is controlled by security features. You can check the requirements for all menu items. If the menu item is a custom (user-defined) menu item, you can change the requirements. The requirements for default Changepoint menu items cannot be changed.

Note: The access requirements for items in the New menu are the access requirements for creating the corresponding entity, for example projects, requests, expenses and so on. For more information, see the Changepoint Security Access Reference Guide or online help.

To check or change the access requirements for a menu item:

  • In Changepoint Administration, click User Interface > Custom Sections.
  • In the Folders view, select the menu item (in this view, all menu items are custom section item).
  • In the Access control section of the custom section item, you can check which features are required.
  • If the menu item is user-defined (that is, not a default Changepoint menu item), you can change the access requirements.