Who can run the summarization processes and what data can they view?

This table details the processes you can run if you’re assigned any of these job roles. It also lists the pages where you can view the summarized data once the processes are complete.

Job Role	Processes You Can Run	Where You Can View Summarized Data
Project Manager	Update Project Performance Data Update Project Contract Performance Data Maintain Project Performance Data Generate KPI Values	Project Overview page ((Financials tab, Financial Performance region) Project Performance Dashboard Project Management Dashboard Project Manager Dashboard Review Project Performance page Analyze KPI Categories page Project Performance, Project Insights, Task Performance and Resource Performance REST API SmartView (An Excel plugin that is used to develop custom reports based on Projects Essbase Cube data)
Project Administrator	Update Project Performance Data Update Project Contract Performance Data Generate KPI Values	Project Performance, Task Performance and Resource Performance REST API
Project Application Administrator	Generate Project Updates E-Mail Create Copy of Agile Project Progress Data Update EPS Data Maintain Project Performance Data	Enterprise Project Structure (Project Hierarchy Dashboard)
Custom Project Administrator	Update Project Performance Data Maintain Project Performance Data (when Run Maintain Project Performance privilege is assigned)	Project Performance Dashboard, Project Management Dashboard (when Manage Project Performance privilege is assigned) Review Project Performance page (when Review Project Performance privilege is assigned) Project Overview page (when View Project Financial Performance in Project Home privilege is assigned) Analyze KPI Categories page (when Review Project Performance Health privilege is assigned)
Project Accountant	Update Project Contract Performance Data Update Project Performance Data Generate KPI Values	Review Project Performance page Project Performance Dashboard Project Performance, Task Performance and Resource Performance REST API SmartView
Project Executive	Update EPS Data	Enterprise Project Structure (Project Hierarchy Dashboard)
Grants Administrator	Update Award Performance Data Update Project Performance Data Update Project Contract Performance Data Generate KPI Values	Project Performance, Task Performance and Resource Performance REST API
Principal Investigator	Update Award Performance Data	Doesn’t have the privileges to view summarized data.
Project Integration Specialist	Doesn’t have the privileges to run any process.	Project Performance, Task Performance and Resource Performance REST API