1. Projects
  2. Project Management
  3. Project Cost-to-Cost Percent Complete
  4. Roles and Permissions

Roles and Permissions

By default, employees with the Administrator and Accountant roles in the Accounting Center can work with the Project Cost-to-Cost Percent Complete SuiteApp.

Role

Permissions

Access Level

  • Administrator

  • Accountant

Employees with the Administrator and Accountant roles can access the following pages:

  • Project Cost Percent Complete Rule

  • Update Project Cost Percent Complete

  • Project Percent Complete Execution Log

Full
Note:

You need an active Accountant role to install the Project Cost-to-Cost Percent Complete SuiteApp.

Administrators can give the required permissions to custom roles in their organization so they can use the Project Cost-to-Cost Percent Complete SuiteApp.

If you want to give other roles permission to work with the SuiteApp, complete the following steps.

Note:

You can’t add permissions to a standard role. Create a custom role based on the standard role, then add the necessary permissions to the custom role.

To give access to other standard or custom roles to the Project Cost Percent Complete Rule page:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Choose a role.

    • Click Edit to add permissions to a custom role.

    • Click Customize to create a custom role from a standard role.

  3. Click the Permissions subtab.

  4. Click the Custom Record subtab.

  5. From the Record list, select Project Cost Percent Complete Rule.

  6. From the Level list, select Full.

  7. Click Add.

  8. Click Save.

Note:

Permission limits don’t apply to the owner of the custom record type. The owner can always access it in any role.

To give access to other standard or custom roles to the Update Project Cost Percent Complete page and Project Percent Complete Execution Log pages:

  1. Go to Setup > Users/Roles > Manage Roles.

  2. Choose a role.

    • Click Edit to add permissions to a custom role.

    • Click Customize to create a custom role from a standard role.

  3. Click the Permissions subtab.

  4. Click the Custom Record subtab.

  5. From the Record list, select Project Percent Complete Execution Log.

  6. From the Level list, select Full.

  7. Click Add.

  8. Click Save.

To give access to the Project Cost Percent Complete page links for other centers:

  1. Go to Customization > Scripting > Single Page Applications.

  2. Select the required single page application.

  3. Click Configuration.

  4. On the Center Links subtab, click Add Link....

  5. In the popup window, select the center where you want to add the link from the Menu Location list.

  6. Enter the label name in the Label field.

  7. To set the single page application in a specific order, select a value from the Insert Before list.

  8. Click Save.

To add custom record links for other centers:

  1. Go to Customization > Centers and Tabs > Center Categories > New.

  2. Enter the name of the center category in the Label field.

  3. Select the Center Tab and Center Type.

  4. On the Values tab, select Record Name (Project Cost Percent Complete Rule or Percent Complete Execution Log) in the Link list.

  5. Enter the label name in the Label field.

  6. Click Add.

  7. Click Save.

Note:

Access to the Project Percent Complete Execution and Project Percent Complete Execution Log pages is limited by role. Irrespective of your access level, you can only access:

  • The Project Percent Complete Execution Log page in View mode.

  • The Update Project Cost Percent Complete page in Create mode.

Related Topics

General Notices