Project Permissions
This report shows you who has what permissions on projects:
Design View | Selection | Comments |
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General |
Topic: Project Specialty: Permissions Type: List: Basic Title: <enter a meaningful title>
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You can easily create a similar report for any entity the uses profile-based permissions, such as Portfolios, Requests, and so on, just select 'Portfolio' or the relevant entity as the Topic and 'Permissions' as the Specialty (if you do not see 'Permissions' Specialty, then the selected Topic does not use permission-based profiles). |
Data |
List Fields:
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Use the Available Fields field path control to access permitted resource and permissions profile 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 "Permitted Resources > Permissions Profile > Permissions" to "Permissions", 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". |
Display |
Set desired Display options, such as: Sorting:
Drill Down: Entity (if you'd like clicking on a field such as Title to open the relevant project) |
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Variable Settings | Filter: Include relevant filters to ensure performance. If you have a large number of projects (entities), be sure to filter appropriately before running as it could take quite a bit of time to render a report for all the permissions. For example, filter on type of project, project manager, or some other relevant criteria. | 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. |