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To update settings on this form you must have the global permission System Settings set to Update.
There are stage permissions that allow your engagement and project managers to change stages. A stage change can elevate or limit their permissions. You should carefully consider which managers can change stages to keep control of what changes are allowed when. For example, if a PM can only create project budgets in the Planning stage, they could roll a project back from Delivery to Planning, edit their budgets, and then roll it back forward.
Anyone Stages are used to limit actions a user can perform, however anyone with the cost center permission maintain projects Maintain Projects and engagementsEngagements can edit any portion of an engagement or project - regardless of the current stage.
For very large organizations, stages can be limited to specific divisions using the engagement type editor.
Engagement stages are changed on To change an engagement stage, go to the Engagement Info Tab.Project stages are changed on the Project Info Tab.
For users of Enterprise Edition, you can create separate workflows for separate business lines based on the engagement type. See engagement type editor.
Most reports include project engagement stage so that you can filter resultsanalyze and filter your data by stage.
Engagement Stage Editor
As you will recall, engagements Engagements represent a contract in Projector. As such, the permissions center around the right to make changes to high level constructs like engagement budget and contract terms. You could have a very simple engagement setup of just Open and Closed. Or you could imagine a more complex setup with Planning, Budget Setup, Project Setup, and Closed. For an explanation of each stage permission, see the tables below.
Closed
Tick the closed checkbox for each stage that an engagement is considered as such.
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