Introduction
-
Settings → Master Data → Users, Roles, Resources → Person Groups
Information
-
Person groups for controlling module and navigation access are created and maintained in the Person Groups module.
The following standard person groups are available:
|
Person Groups |
Purpose |
|---|---|
|
Multi-portfolio manager (MPFM) |
Cross-portfolio management Can create all object types. |
|
Multi-project manager (MPM) |
Cross-project and program management. |
|
Portfolio manager (PFM) |
Portfolio management. Manages individual portfolios. |
|
Project manager (PM) |
Project management. Manages individual projects. |
|
Program manager (PGM) |
Program management. Manages individual programs. |
|
Employee (EM) |
Basic access Manages own activities and absences, records hours worked |
|
Administrator (ADM) |
System configuration, user management, rights management. |
|
Department Manager |
Resource management on department level. |
|
Customizer (CU) |
Customizing, individual adjustments of the PLANTA system. |
In the Configure User Menu module, a matrix is used to define for each person group which navigation points (modules) the respective person group is authorized to see. In the User module, person groups are assigned to users, thereby determining which navigation points each user has in their user menu.
For more information on the overall concept, see Rights Control.