Project Roles with Limited Actions for Managing Resources on a Project
To limit the actions that are available when managing project resources, project application administrators can create custom project roles with different privileges. For example, you want a project manager to have full access for creating and editing project resource requests.
But you might not want a junior project manager to have all these capabilities.
Before you can create custom project roles with limited resource management capabilities, you must opt in for the Define Project Roles with Limited Actions for Managing Resources on a Project feature.
Users can be assigned different roles for different projects and therefore have different access across their projects. For example, a user can be the senior project manager, with complete access, for one project and be an assistant project manager, with limited resource management capability, for a different project.
To create roles with different resource management capabilities, create various custom project manager roles with the Manage Project Resource Assignment functional privilege and one of the following data privileges:
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View Project Team Members for Project Data: Provides view-only access.
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Edit Project Team Members for Project: Provides the ability to add, update, replace, and delete resources.
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Manage Project Resource Assignment Data: Provides the ability to add, update, replace, delete resources, create resource requests, view resource request details, view assignment details, request extensions, cancel assignments, and manage project resource requests. It also provides the ability to search in case of placeholder resources.
You might be wondering what happens to existing roles. When you opt into the feature:
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Manage Project Work Plan Resource Assignments Data is automatically rolled up to the predefined Project Manager role and the Project Execution abstract role.
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By default, users with custom roles will see only a view-only version of the Manage Project Resources page. You can update the role definitions of custom manager roles to include additional functional and data privileges. For example, you can add the Manage Project Resource Assignment Data privilege to a custom role.