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Planview Customer Success Center

Report Rights

There are two avenues for granting report rights: permissions profiles and standard group memberships. As the Innotas enterprise permissions models evolves, the majority of permissions will be profile-based. Currently, top-level dashboards make use of permissions profiles; entity-level dashboards employ a combination of profiles and standard group membership (Organization and Resource) to grant permissions. See About Profile-Based Permissions for more information.

Permissions and creating/running reports

Note: For entities using the new permissions model, permissions are applied at the row level. Run any report source, but only return data you have permissions to see. For projects and portfolios, what you see in the UI is what you will see in your reports. Other entities still adhere to the legacy group-based model.

  • Organization group members: Group membership required to see/run report sources for all entities outside of the profile-based permissions model (Time, Resource, Division, Enterprise, Department, and so on)

  • Division (was Business Unit) Owners/team members: Can report at the Division level

  • Enterprise (was Account) Owners/team members: Can report at the Enterprise level

  • Department (was Program) Owners/team members: Can report at the Department level

  • Project Owners/team members: Full/team users can report at any level and will see only data they have View permissions on

  • Users with "View Rollups" rights can report on "to date info", but will only see what you have permissions to see (must be member of Internal Cost Visibility group to see resource costs, estimated role costs, estimated and actual costs).

Sharing Reports with Others (Viewing)

The Visibility tab of the report wizard is where you can share reports with other users in your organization. You can add users, groups, and units to this screen, along with the appropriate permission profile. The exact rights any user or group has depends on their associated permission profile. Note the following:

  • Users with Edit Team permissions can grant or remove access to a report. Note that Innotas Admin users can change report ownership. See Changing Entity Ownership.
  • Any user can be given visibility to a report. However, some reports/sources are only visible to people on certain teams. It is possible to share a report that a user cannot actually view. 

See Sharing Reports, Dashboards, and Filters (Visibility) for information about granting permissions to reports.

To share reports with users who do not have permission, see About Dashboards.