Information

  • This topic is an introduction to user rights. This topic provides introductory explanations of the rights of particular PLANTA user types and provides information on how to find out which rights you have. 
  • For further information on the management of user rights, please refer to the Rights Management article which is particularly addressed to project management administrators.

In PLANTA project, each user disposes of particular access and modification rights. These rights determine which modules and menus or menu items are available to you and which data you can see/edit in your modules.

Rights Management for Modules and Menu Items

Information

  • Rights management for modules and menu items ensures that the user can only see and use software functions which are relevant for his/her field of activity.
  • Which modules and menu items a user can access depends on the role (or roles) which is/are assigned to the user in PLANTA project.

Roles and work areas

  • In PLANTA project, roles are grouping units which are used for rights management. A role gives the users to whom it is assigned access to one or more groups of modules and menu items. Such groups are called work areas.

    A work area consists of at least one module or menu item, however, usually they are composed of several modules or module panels and/or menu items. There are pure module work areas and pure menu item work areas.  

  • The assignment and management of roles and work areas is carried out by the project management administrator. Learn more

How can I find out which modules and menu items I have access to?

  • You can see the menu items to which you have access in your menu bar or toolbar. 
  • The roles and work areas you can use are listed in your Benutzermenü.
    • In the user menu under work areas you will find links to the individual modules or to thematically organized module groups (Panels).

Rights Management for Planning Objects, Resources, Skills

Information

  • Which planning objects (projects, programs, proposals, ideas), resources or skills the users can see (access rights/read-only) or edit (modification rights) in PLANTA project is defined independently via different user parameters.

Access Rights

 Information

  • Access rights for object data control which planning objects, resources, or skills a user can see, i.e. read only, or which resources or skills he/she disposes of in planning.

  • This sort of rights management is required to ensure, e.g.,
    • that a project manager only uses resources for his/her project which stem from his/her own department, or
    • that an employee from department A cannot see projects or information of department B.
  • In PLANTA, access rights are managed via cost center structure codes and resource structure codes. To learn about the exact procedure, please refer to the Rights Management topic.
  • Planning objects, resources, or skills cannot be edited or deleted if you only possesses access rights. This requires modification rights (see below).

Read and Modification Rights

 Information

  • Users who only have read rights for planning objects, resources, or skills can only view but not change or delete the respective data.
  • Users with modification rights for planning objects, resources, or skills can view, edit, and possibly delete the corresponding data.
    • Rights to delete data (deletion rights) are not defined by the factors which are used to define other modification rights and therefore occupy a special position. Users who have regular modification rights do not automatically have the right to delete.
  • In PLANTA project, a distinction is made between the following rights groups depending on the modification rights:  
    • multi-project manager
    • multi-portfolio manager
    • manager of individual planning objects, e.g. project manager, portfolio manager, program manager, proposal manager, idea manager,
    • deputy of planning object manager,
    • no manager.
  • To learn which specific rights these groups have and via which parameters authorizations are allocated, please refer to the Rights Management administration topic. Here you will also find explanations of the following exceptional cases: