Report Source Authorization
Whether or not a user can see a report of a specific report source can depend on a number of things. These things are different in the legacy authorization model and the new one, profile-based permissions.
In the legacy model, whether you can see a report source could depend on the following:
- Standard group membership (for example, Organization, Resource)
- Entity ownership or team membership (for example, specific project or portfolio)
- User type (for example, full, team, request)
There is no concept of row-level permissions in the legacy model. That was added for profile-based permissions. In profile-based permissions, the standard group membership doesn't matter - in fact, we have made several of those groups obsolete. Instead, row-level permissions are applied onto the data. In other words, you can run a report and get no data back because you lack permissions on any entities in the report.
The table below lists the criteria for viewing/using a report source using the profile-based permissions model. Users new to the PPM Pro product can ignore the "Legacy" columns.
Target | Category | Profile-based Permissions Criteria | Legacy | Legacy Exceptions |
---|---|---|---|---|
Enterprise (Account) | Contact | N/A |
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Enterprise (Account) | Department | N/A |
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Enterprise (Account) | Finance | N/A |
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Enterprise (Account) | Issue |
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Audit History on Issues in an Account
|
Enterprise (Account) | Project |
|
|
All Project/Roles on all Projects in a Account
|
Enterprise (Account) | Request | N/A |
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Enterprise (Account) | Resource | N/A |
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Enterprise (Account) | Resource Planning |
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Enterprise (Account) | Scoring | N/A |
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|
Enterprise (Account) | Task |
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All Summary Tasks on a Account
|
Asset | Asset |
|
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Department (Program) | Finance | N/A |
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Department (Program) | Fixed Bid | N/A |
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Department (Program) | Issue |
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Audit History on Issues in a Department
|
Department (Program) | Project |
|
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All Project/Roles on all Projects in a Department
|
Department (Program) | Resource | N/A |
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Department (Program) | Resource Planning |
|
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Department (Program) | Scoring | N/A |
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|
Department (Program) | Task |
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Audit History on Tasks in a Department
|
My Items | Account | N/A |
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My Items | Asset |
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My Items | Department (Program) | N/A |
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My Items | Portfolio |
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My Items | Division (Business Unit) | N/A |
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My Items | Project |
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My Items | Request | N/A |
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My Items | Scoring | N/A |
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My Items | Task |
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Organization | Enterprise (Account) | N/A |
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Organization | Admin | N/A |
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Organization | Asset | N/A |
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Organization | Contact | N/A |
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Organization | Department (Program) | N/A |
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Organization | Finance | N/A |
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All Material Estimates
|
Organization | Fixed Bid | N/A |
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Organization | Issue |
|
|
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Organization | Portfolio | NA |
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All Portfolios
|
Organization | Division (Business Unit) | N/A |
|
|
Organization | Project |
N/A |
|
|
Organization | Request | N/A |
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|
Organization | Resource | N/A |
|
All Users
|
Organization | Resource Planning |
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|
All Roles Allocated
Resource Planning by Resource Allocations
|
Organization | Scoring | N/A |
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Organization | Task |
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Organization | Time | N/A |
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Division (Business Unit) | Department (Program) | N/A |
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Division (Business Unit) | Finance | N/A |
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Division (Business Unit) | Fixed Bid | N/A |
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Division (Business Unit) | Issue |
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Audit History on Issues in a division
|
Division (Business Unit) | Division | N/A |
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Division (Business Unit) | Project |
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All Project/Roles on all Projects in a division
|
Division (Business Unit) | Request | N/A |
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Division (Business Unit) | Resource | N/A |
|
All Team Members on all Tasks for a division
|
Division (Business Unit) | Resource Planning |
|
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All Roles Allocated on a division
|
Division (Business Unit) | Scoring | N/A |
|
|
Division (Business Unit) | Task |
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All Tasks on a division with Project Financials
|
Portfolio | Finance |
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|
Portfolio | Issue |
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Portfolio | Portfolio |
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Portfolio | Project |
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Portfolio | Resource |
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Portfolio | Resource Planning |
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Portfolio | Scoring |
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|
Portfolio | Task |
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|
Portfolio | Time |
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Project | Finance |
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Project | Fixed Bid |
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Project | Issue |
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Project | Project |
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All Project/Roles on a Project
|
Project | Resource |
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Project | Resource Planning |
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All Roles Allocated on a Project
|
Project | Scoring |
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|
Project | Task |
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All Summary Tasks on a Project
|
Project | Time |
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|
|
Request | Request | N/A |
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Request | Scoring | N/A |
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Request Type | Scoring | N/A |
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Resource | Finance | N/A |
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Resource | Issue |
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Resource | Request | N/A |
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Resource | Resource | N/A |
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Resource | Resource Planning |
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Resource | Time | N/A |
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Scoring Profile | Scoring | N/A |
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Summary Task | Task |
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Task | Finance |
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All Material Estimates on a Task
|
Task | Time |
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