Roles and Permissions

By default, account administrators and accountant in the Accounting Center have permissions to work with Project Cost-to-Cost Percent Complete SuiteApp.

Role	Permissions	Access Level
Administrator Accountant	All users with Administrator and Accountant role will have access to Project Cost Percent Complete Rule page, Update Project Cost Percent Complete page, and Project Percent Complete Execution Log page.	Full

Role

Permissions

Access Level

Administrator
Accountant

All users with Administrator and Accountant role will have access to Project Cost Percent Complete Rule page, Update Project Cost Percent Complete page, and Project Percent Complete Execution Log page.

Full

Note:

Active Accountant role is required to install the Project Cost-to-Cost Percent Complete SuiteApp.

Administrators can grant the required permissions to the custom roles in their organization to enable them use the Project Cost-to-Cost Percent Complete SuiteApp.

If you want to grant permissions to other roles that are required to work with the SuiteApp, complete the following steps.

Note:

You cannot add permissions to a standard role. Create a custom role from the standard role and then add the permissions to the custom role.

To give access to other standard or custom roles in the user's account to the Project Cost Percent Complete Rule page:

Go to Setup > Users/Roles > Manage Roles.
Choose a role.
- Click Edit to add permissions to a custom role.
- Click Customize to create a custom role from a standard role.
Click the Permissions subtab.
Click the Custom Record subtab.
From the Record list, select Project Cost Percent Complete Rule.
From the Level list, select Full.
Click Add.
Click Save.

Note:

Permission limitation does not apply to the owner of the custom record type. The owner can always access the custom record type in any role.

To give access to other standard or custom roles in the user's account to the Update Project Cost Percent Complete page and Project Percent Complete Execution Log page:

Go to Setup > Users/Roles > Manage Roles.
Choose a role.
- Click Edit to add permissions to a custom role.
- Click Customize to create a custom role from a standard role.
Click the Permissions subtab.
Click the Custom Record subtab.
From the Record list, select Project Percent Complete Execution Log.
From the Level list, select Full.
Click Add.
Click Save.

To add Project Cost Percent Complete Page links for other centers:

Go to Customization > Scripting > Single Page Applications.
Select the required Single Page Application.
Click Configuration.
In the Center Links subtab, click Add Link....
In the popup window, select the center where you want the link to be added in the Menu Location list.
Enter the name of the label in the Label field.
Select a value from the Insert Before list if you want to place the Single Page Application in a specific order.
Click Save.

To add custom record links for other centers:

Go to Customization > Centers and Tabs > Center Categories > New.
Enter the name of the center category in the Label field.
Select the Center Tab and the Center Type.
In the Values tab, select Record Name (Project Cost Percent Complete Rule or Percent Complete Execution Log) in the Link list.
Enter the name of the label in the Label field.
Click Add.
Click Save.

Note:

The Project Percent Complete Execution page and Project Percent Complete Execution Log page access are limited to role level access. Irrespective of the access level, you can only allowed to access the:

Project Percent Complete Execution Log page in View mode.
Update Project Cost Percent Complete page in Create mode.

To give access to other standard or custom roles in the user's account to the Project Cost Percent Complete Rule page:

To give access to other standard or custom roles in the user's account to the Update Project Cost Percent Complete page and Project Percent Complete Execution Log page:

To add Project Cost Percent Complete Page links for other centers:

To add custom record links for other centers:

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