Information

  • This topic is an introduction to user rights. This topic provides introductory explanations of the rights of particular user types and provides information for you to find out which rights you have. 
  • You will find further information on user rights management 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. These rights determine which modules, i.e. views and menus or menu items are available to the user and which data he/she can see/delete in his/her modules.

Rights for Modules and Menu Items

Information

  • The rights control for modules and menu items is achieved by assigning roles to users and serves to make sure that users can only see and use the software functions relevant to their areas of responsibility.

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 for data: Planning Objects, Portfolios, Resources, Skills

Information

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

Access Rights/Read-Only

 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 management is required to ensure, e.g.,
    • that an employee from department A cannot simply see projects or information from department B, or
    • that a project manager only uses resources for his/her project which are from his/her own department.
  • In PLANTA project, access rights for object data are managed via cost center structure codes and resource structure codes. To learn about the exact procedure, please refer to the Rights Management topic.
  • Users who have access to planning objects, portfolios, resources, or skills, also have read rights and can thus only view the corresponding data but cannot change or delete it. This requires modification rights (see below).

Modification Rights

 Information

  • 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 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-portfolio manager
    • Multi-project manager
    • managers of individual planning objects (project manager, portfolio manager, program manager, proposal manager, idea manager)
    • Deputy of planning object manager (stakeholder with modification access)
    • No manager / project staff (stakeholders without modification access)
    • To learn which specific rights these groups have and via which parameters authorizations are allocated, please refer to the Rights Management topic. Here you will also find explanations of the following exceptional cases: