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Planview Customer Success Center

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
  • In Organization standard group OR own an account OR can view rollups on an account
  • Is a full, team, or support user
 
Enterprise (Account) Department N/A
  • In Organization standard group OR own an account OR on the team of an account
  • Is a full, team, or support user
 
Enterprise (Account) Finance N/A
  • In Organization standard group OR own an account OR can view rollups on an account
  • Is a full, team, or support user
 
Enterprise (Account) Issue
  • Team member on project with View Issues permission 
  • Is a full, team, or support user
  • In Organization standard group OR own an account OR on the team of an account
  • Is a full, team, or support user

Audit History on Issues in an Account

  • In organization standard group
  • Is a full, team, or support user
Enterprise (Account) Project
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own an account OR can view rollups on an account
  • Is a full, team, or support user

All Project/Roles on all Projects in a Account
All Projects on a Account

  • In organization standard group OR own an OR on the team of an account
  • Is a full, team, or support user
Enterprise (Account) Request N/A
  • In Organization standard group OR own an account OR on the team of an account
  • Is a full, team, or support user
 
Enterprise (Account) Resource N/A
  • In Organization standard group OR own an account OR on the team of an account
  • Is a full, team, or support user
 
Enterprise (Account) Resource Planning
  • Is a full, team, or support user
  • In Organization standard group OR own an account OR on the team of an account
  • Is a full, team, or support user
 
Enterprise (Account) Scoring N/A
  • In Organization standard group
  • Is a full, team, or support user
 
Enterprise (Account) Task
  • Team member on project with View Tasks permission 
  • Is a full, team, or support user
  • In Organization standard group OR own an enterprise OR on the team of an enterprise
  • Is a full, team, or support user

All Summary Tasks on a Account

  • In Organization standard group OR own an enterprise OR can view rollups on an account
  • Is a full, team, or support user
Asset Asset
  • Current
  • Have 'view' permission on at least one asset
  • Is a full, team, or support user
 
Department (Program) Finance N/A
  • In Organization standard group OR own a department OR can view rollups on a department
  • Is a full, team, or support user
 
Department (Program) Fixed Bid N/A
  • In Organization standard group OR own a department OR can view rollups on a department
  • Is a full, team, or support user
 
Department (Program) Issue
  • Have 'view' permission on at least one issue
  • Is a full, team, or support user
  • In Organization standard group OR own a department OR on the team of a department
  • Is a full, team, or support user

Audit History on Issues in a Department

  • In Organization standard group
  • Is a full, team, or support user
Department (Program) Project
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own a department OR can view rollups on a department
  • Is a full, team, or support user

All Project/Roles on all Projects in a Department
All Projects on a Department

  • In Organization standard group OR own a department OR on the team of a department
  • Is a full, team, or support user
Department (Program) Resource N/A
  • In Organization standard group OR own a department OR on the team of a department
  • Is a full or support user
 
Department (Program) Resource Planning
  • Is a full, team, or support user
  • In Organization standard group OR own a department OR on the team of a department
  • Is a full or support user
 
Department (Program) Scoring N/A
  • In Organization standard group
  • Is a full or support user
 
Department (Program) Task
  • Have 'view' permission on at least one task
  • Is a full, team, or support user
  • In Organization standard group OR own a department OR on the team of a department
  • Is a full or support user

Audit History on Tasks in a Department

  • In Organization standard group
My Items Account N/A
  • In Organization standard group
  • Is a full or support user
 
My Items Asset
  • Current
  • Have 'view' permission on at least one asset.
  • Is a full, team, or support user.
 
My Items Department (Program) N/A
  • In Organization standard group
  • Is a full or support user
 
My Items Portfolio
  • Current
  • Have 'view' permission on at least one portfolio.
  • Is a full, team, or support user.
 
My Items Division (Business Unit) N/A
  • In Organization standard group
  • Is a full or support user
 
My Items Project
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • Own a project OR on team of a project OR can view rollups on a project
  • Is a full, team, or support user
 
My Items Request N/A
  • Own a request
  • Is a full, team, or support user
 
My Items Scoring N/A
  • In Organization standard group
  • Is a full or support user
 
My Items Task
  • Have 'view' permission on at least one task
  • Is a full, team, or support user
  • Own a task OR scheduled to a task
  • Is a full, team, or support user
 
Organization Enterprise (Account) N/A
  • In Organization standard group
  • Is a full or support user
 
Organization Admin N/A
  • In Admin group
  • Is a full, team, or support user
  • The Field Descriptions report can be seen by any user (Admin group not required)
 
Organization Asset N/A
  • In Organization standard group OR in Resource standard group
  • Is a full or support user
 
Organization Contact N/A
  • In Organization standard group
  • Is a full or support user
 
Organization Department (Program) N/A
  • In Organization standard group
  • Is a full or support user
 
Organization Finance N/A
  • In Organization standard group OR in Resource standard group
  • Is a full or support user

All Material Estimates

  • In Organization standard group
  • Be a full, team, or support user
Organization Fixed Bid N/A
  • In Organization standard group
  • Is a full or support user
 
Organization Issue
  • Team member on project with View Issues permission 
  • Is a full, team, or support user
  • In Organization standard group
  • Is a full or support user
 
Organization Portfolio NA
  • In Organization standard group
  • Is a full or support user

All Portfolios

  • In Organization standard group
  • Be a full, team, or support user
Organization Division (Business Unit) N/A
  • In Organization standard group
  • Is a full or support user
 
Organization Project

N/A

  • In Organization standard group
  • Is a full, team, or support user
 
Organization Request N/A
  • In Organization standard group
  • Is a full or support user
 
Organization Resource N/A
  • In Organization standard group
  • Is a full or support user

All Users

  • Is an Admin
  • Is a full, team, or support user
Organization Resource Planning
  • Is a full, team, or support user
  • Is a full or support user

All Roles Allocated

  • In Organization standard group OR in Resource standard group
  • Is a full, team, or support user

 

Resource Planning by Resource Allocations
Resource Planning by Project Roles

  • Is a full user
Organization Scoring N/A
  • In Organization standard group
  • Is a full or support user
 
Organization Task
  • Team member on project with View Tasks permission 
  • Is full, team, or support user
  • In Organization standard group
  • Is a full, team, or support user
 
Organization Time N/A
  • In Organization standard group OR in Resource standard group
  • Is a full or support user
 
Division (Business Unit) Department (Program) N/A
  • In Organization standard group OR own a division OR on the team of a division 
  • Is a full, team, or support user
 
Division (Business Unit) Finance N/A
  • In Organization standard group OR own a division OR can view rollups on a division 
  • Is a full, team, or support user
 
Division (Business Unit) Fixed Bid N/A
  • In Organization standard group OR own a division OR can view rollups on a division
  • Is a full, team, or support user
 
Division (Business Unit) Issue
  • Team member on project with View Issue permission 
  • Is a full, team, or support user
  • In Organization standard group OR own a Division OR on the team of a Division
  • Is a full, team, or support user

Audit History on Issues in a division

  • In Organization standard group
Division (Business Unit) Division N/A
  • In organization standard group
 
Division (Business Unit) Project
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own a division OR can view rollups on a division
  • Is a full, team, or support user

All Project/Roles on all Projects in a division
All Projects on a division

  • In Organization standard group OR own a department OR on the team of a department
  • Is a full, team, or support user
Division (Business Unit) Request N/A
  • In Organization standard group OR own a division OR on the team of a division
  • Is a full, team, or support user
 
Division (Business Unit) Resource N/A
  • In Organization standard group OR own a division OR can view rollups on a division
  • Is a full, team, or support user

All Team Members on all Tasks for a division

  • In Organization standard group OR own a division OR on the team of a division
  • Is a full, team, or support user
Division (Business Unit) Resource Planning
  • Is a full, team, or support user
  • In Organization standard group OR own a division OR can view rollups on a division
  • Is a full, team, or support user

All Roles Allocated on a division

  • In Organization standard group OR own a division OR on the team of a division
  • Is a full, team, or support user
Division (Business Unit) Scoring N/A
  • In Organization standard group
 
Division (Business Unit) Task
  • Have 'view' permission on at least one task
  • Is a full, team, or support user
  • In Organization standard group OR own a division OR on the team of a division
  • Is a full, team, or support user

All Tasks on a division with Project Financials

  • In Organization standard group OR own a division OR can view rollups on a division
  • Is a full, team, or support user
Portfolio Finance
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Issue
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Portfolio
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Project
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Resource
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Resource Planning
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Scoring
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Task
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Portfolio Time
  • Current
  • Have 'view' permission on at least one portfolio
  • Be a full, team, or support user
 
Project Finance
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own a project OR can view rollups on a project
  • Is a full, team, or support user
 
Project Fixed Bid
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own a project OR can view rollups on a project
  • Is a full, team, or support user
 
Project Issue
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • Is a full, team, or support user
 
Project Project
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own a project OR can view rollups on a project
  • Is a full, team, or support user

All Project/Roles on a Project
Audit History on a Project in a Project

  • Is a full, team, or support user
Project Resource
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • Is a full, team, or support user
 
Project Resource Planning
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own a project OR can view rollups on a project
  • Is a full, team, or support user

All Roles Allocated on a Project

  • Is a full, team, or support user
Project Scoring
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group
  • Is a full, team, or support user
 
Project Task
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • Is a full, team, or support user

All Summary Tasks on a Project

  • In Organization standard group OR own a project OR can view rollups on a project
  • Is a full, team, or support user
Project Time
  • Have 'view' permission on at least one project
  • Is a full, team, or support user
  • In Organization standard group OR own a project OR can view rollups on a project
  • Is a full, team, or support user
 
Request Request N/A
  • In Organization standard group
  • Is a full, team, or support user
 
Request Scoring N/A
  • In Organization standard group
  • Is a full, team, or support user
 
Request Type Scoring N/A
  • In Organization standard group
  • Is a full, team, or support user
 
Resource Finance N/A
  • None
 
Resource Issue
  • Have 'view' permission on at least one issue
  • Is a full, team, or support user
  • In Organization standard group
  • Is a full, team, or support user
 
Resource Request N/A
  • None
 
Resource Resource N/A
  • In Organization standard group
  • Is a full, team, or support user
 
Resource Resource Planning
  • Is a full, team, or support user
  • In Organization standard group
  • Is a full, team, or support user
 
Resource Time N/A
  • None
 
Scoring Profile Scoring N/A
  • In Organization standard group
  • Is a full, team, or support user
 
Summary Task Task
  • Have 'view' permission on at least one task
  • Is a full, team, or support user
  • In Organization standard group
  • Is a full, team, or support user
 
Task Finance
  • Have 'view' permission on at least one task
  • Is a full, team, or support user
  • In Organization standard group OR own a project OR can view rollups on a project
  • Is a full, team, or support user

All Material Estimates on a Task

  • Is a full, team, or support user
Task Time
  • Have 'view' permission on at least one task
  • Is a full, team, or support user
  • Is a full, team, or support user