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 |