Skip to main content
Planview Customer Success Center

Overview: Profile-Based Permissions for Projects

What are Profile-Based Permissions?

Profile-based permissions allow you to grant permissions based on your organization hierarchy and ad-hoc groups, as well as individual users. In addition, permissions can be granted at a very granular level; for example, you can grant/restrict access to specific project sections (for example, Details, Notes, Rollups) rather than to the project as a whole. Also, you can grant global read or edit access rights to users (individuals, groups, or org units). 

Project Permissions

Project permissions are the set of operations that can be applied to the Project entity, and are listed below:

Note: The Owner of a project is automatically granted full edit Details permissions on the project. You can adjust the profile by adding permissions to the profile, but note that you cannot remove the edit Details permission (even if you uncheck it).

View Permissions

Edit Permissions

Create Permissions

Delete Permissions

Details

Same as View Permissions

Project

Note this is required to be able to change the category of an existing project.

Projects

Executive Summary

+ Owner Note that Edit permissions for tasks, issues, and attachments also grant create permissions on those items.

Tasks

Scoring

+ PMO Locked Fields

 

Issues/Risks

Staffing

+ Scoring Profile

 

Notes

Tasks

(Note that Edit Task includes Create Task)

 

Baselines

Fixed Bid

 

 

Attachments

Issues/Risks

(Note that Edit Issue includes Create Issue)

 

 

Predecessors

 

 

 

Portfolio Links - must be on team of portfolio with Edit Component Links

 

 

 

Notes

 

 

 

Baselines - automatically includes Rollup section      

Status Comments

 

 

 

Attachments

(Note that Edit Attachments includes Create Attachments)

 

 

Reports

 

 

 

Dashboards

 

 

 

Associations      

Rollups

 

 

 

Team

 

 

 

Alerts

 

 

 

Settings