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Planview Customer Success Center

Permission Profiles allowing Create Project

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Shows which permission profiles grant the create project permission. You can build this report using the design settings in the table below. Alternatively, you can download this report definition and upload it to your PPM Pro instance.

Create Project Permission Profiles.png

Design View Selection Comments
General

Topic: Permission Profile

Type: List: Basic

Title: <enter a meaningful title>

 

 
Data

List Fields:

  • Title
    • Change Display Name to "Permission Profile"
  • Permissions > Entity Type
    • Change Display Name to "Entity Type"
  • Permissions > Target
    • Change Display Name to "Entity Category"
  • Permissions > Permission
    • Change Display Name to "Permission"
  • Permission Rules > Type
    • Change Display Name to "Permission Rule Type"
  • Permission Rules > Scope
    • Change Display Name to "Permission Rule Scope"
  • Permission Rules > Active?
    • Change Display Name to "Permission Rule is Active"

Use the Available Fields field path control to access permissions and permission rules available fields.

To change the data field labels for the report columns, you can edit each column directly in the Preview pane or use the Field Options modal. For example, to change the field label from "Permission Rules > Scope" to "Permission Rule Scope", within the List Fields area title select the edit icon for "Show Field Options" and in the resulting "Field Options" modal, edit the field "Display Name".

Screen Shot 2020-11-17 at 3.31.50 PM.png


Field Options.png
Display

Set desired Display options, such as:

Sorting: Set Priority 1 field to the Permission Profile field with Group By "Do not group"

  
Variable Settings

Filter: Include relevant filters to ensure performance and to declutter. If you have a large number of permission profiles and entities, it is best to filter on specific entities and permissions before running as it could take quite a bit of time to render a report for all the permissions. For example, set the following filters:

  • Permission Profiles filter - limits which profiles show up to those including projects and the create permission
    • Entity Types contains any Project
    • Permissions contains any Create
  • Permissions filter - ensures of those permission profiles that are reported on, only the project create permissions are displayed (rather than all the profile's permissions)
    • Entity Type is Project
    • Permission is Create

If you want to allow the user to change to a different Filter before running the report or when viewing the report, select the relevant checkboxes for Allow changing.

You can focus on other entities and permissions, of course, just substitute in the filters as needed.