Page Comparison

Must be used in conjunction with permission sets and project workspaces settings. For example, even though you have Access Project Workspaces you don't get to view all workspaces. You are allowed to view them if:

• Project has workspaces enabled
• The project's workspace tab grants access to cost center users
• The amount of access granted is determined by the applied permission set

Administer Expense Document Approval Workflow

Permits the user to change expense document approval statuses for resources in the selected cost centers on the Expense Browser.

Should be used in conjunction with the View Project Expenses and View Resource/Disbursed Other Expense Documents. Reason being, you can't adjust what you can't see!

Administer Expense Document Invoicing Workflow

Permits the user to change expense document invoicing statuses for resources in the selected cost centers on the Expense Browser.

Should be used in conjunction with the View Project Expenses and View Resource/Disbursed Other Expense Documents. Reason being, you can't adjust what you can't see!

Administer Expense Document Payment Workflow

Permits the user to change expense document payment statuses for resources in the selected cost centers on the Expense Browser.

Should be used in conjunction with the View Project Expenses and View Resource/Disbursed Other Expense Documents. Reason being, you can't adjust what you can't see!

Administer Time Workflow

Permits the user to change the status of time for resources in the selected cost centers on the time browser. This includes moving time from Unapproved to Approved as well as from Approved back to Unapproved. In addition, this permission allows the user to change the status on their own time card. This powerful permission is most often granted only to high-level managers and maybe those in the finance group.

You'll likely want to give these users either View Project Time or View Resource Time permissions too. Otherwise they won't be able to find time to adjust it!

Approve and Maintain Scheduled Time Off

This user can schedule time-off for resources in permitted cost centers. They can also approve and reject time-off requests for dates in the future.

This permission should be granted in conjunction with the View Resources cost center permission. Otherwise the approver won't be able to find the resource to update them.

This permission does NOT confer the ability to approve actual time-off. Only to approve scheduled time-off for future purposes. Time-off approval for the actuals is governed by resource based approval settings.

Approve Expenses on Projects with Cost Center-Based Approval

Users can approve expenses on project's set to Designated expense approver for resource or cost center

The cost center used for approval is the expense document's cost center

See the section Configure Expense Approval for more information on the conditions that apply to approving expense reports.

Approve Reported Time Off and Time on Projects with Cost Center-Based Approval

Users can approve time on project's set to Designated expense approver for resource or cost center

To learn more about how time approvals work please see the Time and Expense Approval how-to.

Create and Approve Invoices

Permits the user to create and issue invoices for engagements in checked cost centers.

Users with this permission usually have Void and Delete Invoices too.

This permission also allows the user to edit all fields on the invoice tab of the invoice editor, create adjustments, and approve adjustments and invoices on behalf of finance for those engagements.

Create Projects and Engagements

Allows the user to create a new engagement in these cost centers. They can also add projects to an existing engagement.

To create a new engagement, the cost center must be enabled for engagements.

There is a separate stage setting which allows engagement managers to add projects to an existing engagement. It is unrelated to this permission.

Your installation comes with five custom cost center permissions. They are used to govern access to different Projector User Defined Field (UDF) sets. For example, you might use the first one to govern access to all Project based UDFs. You might use the second one to govern access to a task UDF.

Edit the UDF to select which Cost Center Permission set you want to assign.

You can find additional details on UDFs here: User Defined Fields

There are also custom Global Permissions if you need to govern access across all users instead of certain cost centers.

Emails are sent for:

• Requested hours
• Booked hours
• Budget alerts
• Stage changes
• Project creation
• Engagement creation

Maintain Advanced Engagement and Project Setup

For engagements in this cost center, allow the user to make changes on the Project Advanced Setup Tab, to change the engagement type on the Engagement Info Tab, and to make more restricted project stage changes as defined by the Project Stage Editor.

Must be used in conjunction with the View Resource/Disbursed Other Expense Documents - otherwise you can't see the expense reports to modify them.

This permission also governs whether you can edit an existing expense report from the expense browser.

Maintain Project Rates

Permits the user to maintain what rates to use on individual projects.

This permission also controls whether a user can clone rate and task types AND detailed task plans into a new, cloned project.

Maintain Projects and Engagements

Allows the user to maintain project data in permitted cost centers.

This is a powerful permission. It allows a user to make changes to an engagement or project regardless of what the current stage permissions allow. For example, the current stage disallows engagement managers from changing the budget. With this permission you can change the budget still.

Maintain Resources

Allows the user to add, modify, and remove resources in permitted cost centers. For example, history, skills and user-defined fields.

Must be used in conjunction with the View Resources cost center permission - otherwise you can't see the resources to modify them.

Maintain Soft Costs

Create, view, and update soft costs. A soft cost is a special expense type used to enter expenses that typically have zero disbursed amount, but a client still needs to be charged for. This permission gives the user the ability to create and edit these expenses. See Expense Reports MP for more details.

Must be used in conjunction with the View Resource/Disbursed Other Expense Documents - otherwise you can't see the expense documents to modify them.

Must be used in conjunction with the View Resource/Disbursed Other Expense Documents- otherwise you can't see the expense documents to modify them.

If your subcontractor doesn't use Projector's time entry interface, then vendor invoices should be used.

Maintain Vendor Invoices

Create, view, and update vendor invoices.

Must be used in conjunction with the View Resource/Disbursed Other Expense Documents- otherwise you can't see the expense documents to modify them.

Maintain Vendors

Enables the user to create, view, update and delete vendors. Vendors provide services to your organizations. For example subcontractors, credit card providers, etc.

If your subcontractors enter their time in Projector, then you should use our subcontractor invoicing features instead of a vendor invoice.

Make Pre-Invoicing Adjustments

Enables the user to make pre-invoice adjustments to time and cost cards for the cost center in which the project's engagement is based.

Typically used in conjunction with these additional cost center permissions. It's hard to make adjustments without being able to view anything!

• View Resource Time
• View Project Time
• View Project Expenses
  
• View Resource/Disbursed Other Expense Documents
  

If you need to make changes to time or cost cards already on an invoice then you have two choices. One is to remove the card from the invoice and make a pre-invoicing adjustment. This is useful because pre-invoicing changes show up immediately in reports. Alternatively you can make an invoicing adjustment instead. This requires the Create and Issue Invoices cost center permission. These adjustments only show up in reports once the invoice is issued.

For time transfers, the user must have this permission for both the source engagement's cost center and for the target project's cost center. The ability to transfer time can also be managed through the stage permission Transfer Time Among Projects.

Management Approval of Invoices

Permits the user to view and approve invoices on behalf of management for engagements in checked cost centers.

Note that management approval is necessary only when an invoice's adjustments exceed the Threshold Amount or Threshold Percentage specified on the billing tab of the System Settings section of the Admin Console. This permission does not provide the user with the ability to perform any other actions on invoices other than granting management approval. On the invoices tab and the invoice editor a user with this permission will be able to view invoices but not be able to edit them.

This permission must be used with the other cost center permission Request or Schedule Resources. The two work in tandem. One determines who you can schedule and the other determines where you can schedule them.

We typically see one of two scenarios. First, that your schedulers have complete control over a resource and can schedule them on any engagement. If that is your scenario then you would give them this permission for all cost center levels.

Second, that your schedulers can only schedule resources against specific engagements. If that is the case, then you limit access through this permission.

So you may be wondering why the scheduling permission is split into two pieces, resource and engagement. This handles the case where engagements and resources are organized into separate cost centers. With two permissions you can now determine not only who you schedule, but where you can schedule them. For instance, Jim can schedule resources in California on engagements in North America.

For organizations where engagement and resource location are one and the same, simply give schedulers the same permissions for both of these permissions.

Request or Schedule Resources

This permission must be used with the other cost center permission Request or Schedule Engagements. They two work in tandem. One determines who you can schedule and the other determines where you can schedule them.

 If your organization's schedulers manage resources based on the resource's cost center, then assign your schedulers this permission. When assigned, a scheduler can request or book hours for any role assigned to a resource that they have control over.

Anyone with this permission can also open any projects with a role assigned that requires scheduling.

This permission must be used in conjunction with the its analog, Request or Schedule Engagements. See that section for important information on how and why this works.

Revenue Recognition

Permits the user to perform revenue recognition on engagements in checked cost centers.

For more information on revenue recognition, please refer to the section on Revenue Recognition

Run Baseline Variance Report

Allows the user to run the Baseline Variance Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Cost Card Report

Allows the user to run the Cost Card Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Engagement Portfolio Report

Allows the user to run the Engagement Portfolio Report for engagements in permitted cost centers.

Run Ginsu and Schedule Variance Report

Enables the user to run the Ginsu Report and the Variance Report for engagements and resources in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Invoice Report

Enables the user to run the Invoice Report for engagements in permitted cost centers.

Run Issue Report

Allows the user to run the Issue Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Project List Report

Allows the user to run the Project List Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Project Portfolio Report

Allows the user to run the Project Portfolio Report for projects whose engagement is in the permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Resource Report

Permits the user to run the Resource Report for resources in permitted cost centers.

Run Task Analysis Report

Allows the user to run the Task Analysis Report for engagements in permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Time Card Report

Enables the user to run the Time Card Reportfor permitted cost centers.

Engagement Managers, Project Managers, and Can Act as PMs can run this report for their projects without explicitly having this cost center permission.

Run Time Transfer Report

Permission for which cost centers a user may run the Time Transfer Report.

The time transfer report has three options on the parameters tab.

• Original engagement - show me all outgoing transfers from this cost center
• Destination engagement - show me all incoming transfers to engagements in this cost center
• Resource - show me all transfers to and from resources in this cost center

Run Unbilled Time and Cost Report

Permission for which cost centers a user may run the Unbilled Time and Cost Aging Report

Run Utilization Report

Allows the user to run the Utilization Report for resources in permitted cost centers.

View Employee Home Page for Others

View the Home for another resource

The home page shows items needing attention, a resource's schedule, and general information related to a resource.

View Projects

Permits the user to view projects and invoices in a read-only mode for permitted cost centers.

Required for many other cost center permissions to work. For example, you cannot maintain a project if you cannot view it!

For delivery with Release 23:

Time Off Reasons can be obfuscated with the phrase defined by the "Generic Time Off Reason Name" Account Setting. Users without permission to view time off reasons for all resources will instead see the generic time off reason name everywhere time off reasons are displayed.