Overview
Use this detail window to assign EPS and project privileges to the selected project security profile.
Screen Elements
Privileges list
The security privileges available to the selected profile.
Privilege option
Determines whether the selected privilege is assigned to the global security profile.
Add/Edit/Delete EPS Except Costs/Financials option
Determines whether the profile will enable users to create, modify, and remove EPS hierarchy nodes, edit EPS notebook, and edit all EPS-related data except financial information.
Edit EPS Costs/Financials option
Determines whether the profile will enable users to modify EPS budget logs, funding sources, and spending plans.
Add Projects option
Determines whether the profile will enable users to create, copy, and paste projects within the EPS node. To create project templates, users must also have the 'Add/Edit/Delete Project Templates' global privilege assigned to their profile.
Delete Projects option
Determines whether the profile will enable users to delete, cut, and paste projects within the EPS node. To delete project templates, users must also have the 'Add/Edit/Delete Project Templates' global privilege assigned to their profile.
Edit Project Details Except Costs/Financials option
Determines whether the profile will enable users to set Project Preferences and to edit project-level data. This privilege also enables users to assign or remove a risk scoring matrix to a project in the Risk Scoring Matrices page in Enterprise Data.
Certain Project Preferences, such as editing Publication Priority, require additional privileges. To assign a project baseline, users must also have the 'Assign Project Baselines' project privilege assigned to their profile. To edit cost UDFs, users must also have the 'Edit WBS Costs/Financials' project privilege assigned to their profile.
Add/Edit/Delete WBS Except Costs/Financials option
Determines whether the profile will enable users to create, modify, and remove WBS hierarchy nodes and other WBS level data including notebook entries, earned value settings, milestones, and dates. This privilege does not allow users to edit cost and financial data at the WBS level.
Edit WBS Costs/Financials option
Determines whether the profile will enable users to modify Project or WBS budget logs, funding sources, spending plan, and financial data at the project level. To edit costs and financials at the WBS level, including cost UDFs, users must also have the ‘Add/Edit/Delete WBS Except Costs/Financials’ project privilege assigned to their profile. The ‘Edit WBS Costs/Financials’ privilege also selects the 'View Project Costs/Financials' project privilege.
View Project Costs/Financials option
Determines whether the profile will enable users to display all monetary values for projects. For users who do not have this privilege assigned to their profile, all areas that display monetary values will display dashes and cannot be edited. To use the Recalculate Assignment Costs feature, users must also have the 'Add/Edit Activities Except Relationships' project privilege assigned to their profile. To display the resource price/unit, users must have the 'View Resource and Role Costs/Financials' global privilege assigned to their profile.
Delete Project Data with Timesheet Actuals option
Determines whether the profile will enable users to delete activities and resource assignments for projects that have timesheet actuals. This includes cutting an activity with timesheet actuals and pasting the activity to another project. To delete project data at all different levels (activity, WBS, project, and EPS), users must also have the appropriate privileges assigned to their profile. For example, to delete activities with timesheet actuals, users must also have the 'Delete Activities' project privilege assigned to their profile. To delete activities and WBS nodes with timesheet actuals, users must additionally have the 'Add/Edit/Delete WBS Except Costs/Financials' project privilege assigned to their profile.
Delete Published Project Data option
Determines whether the profile will enable users to delete published project data using the Delete Published Data action on the EPS page.
Tips
- To modify templates, you must have the same project privileges that are required to modify projects.
- The administrator should not assign any of the following privileges to users who should not have access to view cost information while copying and pasting project/EPS or assigning WBS and Fill Down on the WBS column in the Activities view: View Project Costs/Financials, Edit WBS Costs/Financials, and Edit EPS Costs/Financials.
Getting Here
- Click Administration.
- On the Administration navigation bar, click User Administration.
- In the User Administration pane, click Project Security Profiles.
- On the Project Security Profiles page, click the EPS and Projects detail window.