Information

  • This topic is an introduction to user rights. This topic provides introductory explanations of the rights of particular user types and provides information on how to find out which rights a user disposes of. 
  • Further information on user rights management can be found in the Rights Management topic. This topic is especially intended for project management administrators.

In PLANTA project, each user disposes of particular access and modification rights. They determine which modules and menus or menu items are available to the user and which data he/she can see/edit in his/her modules.

 Access Rights for Modules and Menu Items

Information

  • Rights control for modules and menu items ensures that users can only see and use software functions which are relevant for their 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 management and assignment of roles and work areas is done by the project management administrator. Learn more

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

  • Users can find the menu items to which they have access in their menu bar or toolbar. 
  • The roles and work areas they dispose of are listed in their Benutzermenü.
    • In the user menu under work areas they will find links to the individual modules or to thematically organized module groups (Panels).

Rights Control for Planning Objects, Portfolios, Resources, Skills

Information

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

Access Rights

 Information

  • Access rights for object data control which planning objects, portfolios, resources, or skills a user is allowed to see or which resources or skills are available to him/her in planning.

  • This sort of rights control 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 look at projects or information of department B.
  • In PLANTA project, access rights are controlled 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 the user only possesses access rights. This requires modification rights (see below).

Read and Modification Rights

 Information

  • Users who only have read rights for planning objects, portfolios, resources or skills can only view the respective data but not modify or delete them.
  • Users with modification rights for planning objects, portfolios, resources, or skills can access, edit, and possibly delete the respective data.
    • Rights to delete data (deletion rights) are defined by different factors than 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 (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 topic. In this topic, you will furthermore find explanations of exceptional cases: