Because RDC information allows people to infer the salary or reimbursement rates of Projector resources, the permissions around it are tightly controlled. This page details who can view RDC information and what you can do to audit them.
Accessible
Let's start by enumerating the places that RDC data is available in Projector.
- RDC Card Editor - your high level RDC card determines RDC rates based on a resource's dept/title combination.
- Resource profile - subcontractors are likely to have a fixed RDC value assigned to their resource profile
- Role Editor - RDC can be overridden on a per role basis. Rates are available there.
- Manage Cost Cards - if you use subcontractor invoices, then RDC card approvers can view reimbursement rates
- Reports - reports like the ginsu, engagement, project portfolio, rdc card, and more offer data fields around RDC
- Advanced Analytics - the analytics platform often contains RDC data in order to build executive level dashboards
Permissions
The following are ways a user can gain access to RDC data:
Resource Direct Cost (RDC) Data
The global permission Resource Direct Cost (RDC) Data is pretty much the be all and end all permission. If you have it, you can review RDC data anywhere in Projector. On resource profiles, role editor, reports, etc. Without this permission, accessing those areas simply returns no value when you try and look at RDC.
Rate Card, RDC Rate Card and Dept/Title Administration
The global permission Rate Card, RDC Rate Card and Dept/Title Administration gives you access to the RDC Card Editor. From there you can infer RDC based on a resource's department and title.
View Project Margin
The global permission View Project Margin gives you access to margin and profitability on your dashboards and reports. RDC can be inferred based on margin, which is why I mention it here.
Project Managers can Edit RDC
The stage permission Project Managers can Edit RDC allows PMs to view RDC on the Role Rates Tab.
Users and Permissions
The global permission Users and Permissions can indirectly give someone access to RDC data by elevating their own permissions. This one should be even more closely guarded than RDC permissions, but I mention it for the sake of completeness.
RDC Card Approvers
If you use subcontractor invoices, then your cost card approvers will be able to see hours worked and reimbursement amount.
Advanced Analytics
Like the Users and Permissions global permission, the advanced analytics is only mentioned here for the sake of completeness. Often the analytics module contains data such as profitability, margin, targets, and RDC rates. Make sure your AAM settings are effectively locking down access to RDC data.
Maintain Resources
The cost center permission Maintain Resources does not give you access to RDC data. Although you can edit everything else about a resource, you cannot view or edit RDC data.
Distributed Reports
Reports run by a user with RDC permissions that are distributed to other users can contain RDC data. Reports that are shared to other users may contain RDC fields, but the output will have RDC removed.
Reports
Reports can be distributed from users with access to RDC to users who do not have access to RDC. Ensure that your users with RDC access understand the implications of this and guard that data wisely.