Design and set up

Ensure the "Use Project and Resource Management" global option is enabled in the system.

Administrators can use the Update Global Options screen to set, clear, and modify global options for the product.

1. Click main menu > Administration > System Configuration > Global Options.

2. On the Update Global Options screen that appears, set the options you want to configure. Expand or collapse sections as needed. For details about the options in each section, click a link in the list following this procedure.

System options are related to specific functionality, such as notifications. Use the system options to set rules and defaults that apply across the entire product.

To access the Administer Application screen:

1. Click main menu > Administration > System Configuration > System Options.

2. On the Administer Application screen, click a category (such as Units or Time Log Setup)  to manage the system options for that category on another screen.

A permission helps ensure only appropriate users have access to a specific work or action item, resource, contract, strategic entity, outcome, or alternate structure. 

Permissions provide users with either read-only or read/write access to specific sets of information, allowing for the review or modifying of work, resources, contracts, strategic entities, outcomes, or requests. 

You can create the initial permissions for users if the product is configured to permit you to do so. After you create the initial permissions, users can share their access with other users by adding permissions. 

To create initial permissions:

1. Click main menu > Administration > Users and Roles > Configure Users to open the Administer Users screen.

2. In the User ID column, click the appropriate user ID.

   The user's permissions are broken down by type in the Review User screen that appears.

3. In any of the permissions sections, click Update.
4. Use the Create/Update Permissions screen that appears to add permissions.
5. If you want to control which permissions a user needs to be able to allocate or associate one type of entity with another type of entity, set the relevant rules as needed.