User rights for phase managers
User group for phase managers with right to own project phases
Operating mode
Cloud Suite
On-Premises
Base module
Services & CRM
Additional modules
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Project phases can be assigned a project manager. To ensure that they have full rights on their phases, a user group for phase managers should be set up.
User Group Phase Managers
Create a User Groupuser group with the following rights:
| Law | Classes | Field name | Action | Expression | description |
|---|---|---|---|---|---|
| All | ProjectPhase | Allow | (controller=varLogin) or (parentPhase.controller=varLogin) | All rights to own project phases and their sub-phases | |
| Read | user | phase-responsibility | Allow | The read permission project editor.phasesresponsibility, so that the link to your own phases is shown at all (see description of the wrapper link type below). | |
| All | EditorPhaseLink | Allow | (phase.responsible=varLogin) or (phase.parentPhase.responsible=varLogin) | All rights to editor assignments to own project phases and their sub-phases | |
| Read | Crosstab Info | Allow | The right to read overview Services | ||
| All | Open power | Allow | (phase.responsible=varLogin) or (phase.parentPhase.responsible=varLogin) | All rights to services, expenses and outlays (open and charged) on own project phases and their sub-phases (outlays only with module purchases). | |
| All | Service charged | Allow | (phase.responsible=varLogin) or (phase.parentPhase.responsible=varLogin) | ||
| All | Open Expenses | Allow | (phase.responsible=varLogin) or (phase.parentPhase.responsible=varLogin) | ||
| All | Expenses charged | Allow | (phase.responsible=varLogin) or (phase.parentPhase.responsible=varLogin) | ||
| All | Open Displays | Allow | (phase.responsible=varLogin) or (phase.parentPhase.responsible=varLogin) | ||
| All | Cleared expenses | Allow | (phase.responsible=varLogin) or (phase.parentPhase.responsible=varLogin) |
The following expressions ensure that the rights only apply to the own phases of the project:
- (responsible=varLogin) for own project phases
- (parentPhase.responsible=varLogin) for the subphases of own project phases
Assign users
Assign all users who are phase managers to this user group. See Assign users to user groups.
Create link type
From Settings > Customizing > Link Types, create the following wrapper link type called Phase Responsibility – Own Phases:
This will show a Container Own Phases to the phase manager:
