Configuring Security for Creating Sub-Items and Submitting Documents

To submit documents through Propose, set up additional security settings on the Default Home Portfolio for the PPM Guest user as follows:

Sign in to Primavera Portfolio Management as an administrator.
From the Setup menu, select Setup....
The Setup screen displays.
From the Setup list, select Items and Portfolios.
Browse to the Default Home Portfolio defined for the form and select Edit.
The Portfolios wizard displays.
In the Security step, select PPM Guest user, and then select Edit.
The Edit User dialog box displays.
In the Name column, select PPM Guest user, and then select Edit.
The Security Settings dialog box plays.
Modify the security settings for PPM Guest user as follows:
1. In the Allow column of the portfolio tab, select Create option for Sub-items, Deliverables, Action Items, Links, Contacts, and Documents.
2. In the Allow column of the Items tab, select Create option for Sub-items, Deliverables, Action Items, Links, Contacts, and Documents.
3. Select OK.
The Security step of the Portfolio wizard displays the Permissions Set for the PPM Guest user as Custom, and the Description displays the ability to create sub-items, deliverables, action items, links and documents.
Select Finish.
Close the Setup screen.