Managing PMO Team security profiles, privileges

Hi Dieter,



Thank you so much again. This is very helpful in creating the best possible security profiles and privileges for this folks. I also read the adm guide it was also helpful in getting this far.



I wanted to ask you about the EPS Secure Codes:



"A global or EPS-level activity code that is accessible only to certain users. If an EPS-level or global activity code is marked as a secure code in the Activity Code Definitions dialog box, the user will need the appropriate access rights to view, edit, delete and assign this code and its values."



Would you be able to provide me with a few examples of what these secure codes are, since I don’t know what information one would want to hide with these codes?



Thank you Dieter,



Hope you had a great weekend.

Okay PPL of Planning Planet and Dieter(Thank you for your guidance), This is what My Security Profiles and Privileges are staring to look like:



I place a (?) on privileges I wasn’t sure about. So, if anyone would like to advise me on: Sec. Profile, if they should have/not have the PRIVILEGE I have ALLOWED THEM, listed below for each of the Profiles. Please, Let me know.



Security Profile:



Cost Control Account Manager (CCAM)



Privilege:

Store Period Performance

Edit Period Performance

View Project Costs/Financials

Edit Project WBS Financials

Edit EPS Financials

Edit Project Expenses



Project Controls Coordinator (PCC)



Privilege:

The PCC has all rights n privilege (edit access to all data, including administration rights)





Project Manager (PM)



Privilege:

Summarized Project

Edit Project Details Except Financials

Schedule Project

Apply Actuals?

Maintain Project Baseline?

Assign Project Baseline?

Edit Project Work Products and Documents

View Project Costs/Financials

Check In/Check Out Project

Assign Issue Forms

View Timesheets In Report

Project Top-Down Estimation?

Edit Project Thresholds, Issues and Risk?

Add/Edit Project Level Layout



Lead Project Planner/Scheduler



Privilege:

Create Projects Within EPS

Summarize Project

Edit Project Details Except Finacials

Adminster Project Externals Applications

Schedule Project

Level Resources

Apply Actuals

Store Period Performace?

Maintain Project Baselines

Run Baseline Updates

Assign Project Baseline

Edit Project Work Products and Documents?

Add/Edit Project Template Documents

Edit Project Activity Code

View Project Cost/Financials

Edit Project Activity Codes

Add Project Activity Codes

Edit Project WBS Except Financials

Edit Project Expenses

Edit Project Activity Relationship

Add/Edit Project Activities Except Relationship

Add/Edit Project Level Layout

Monitor Project Thresholds?

Edit Project Reports

Check In/Check Out Project

Assign Issue Forms

View Timesheets In Report

Import/View Contract Manager Data

Project Top-Down Estimation

Edit Project Thresholds, Issues and Risk

Create Work Group?

Modify Project Workspace and Workgroup Preferences?



Project Planner/Scheduler



Privilege:

Schedule Project

Apply Actuals

Maintain Project Baselines

Run Baseline Updates

Assign Project Baseline

Edit Project Work Products and Documents?

Add/Edit Project Template Documents

View Project Cost/Financials

Check In/Check Out Project

Edit Project Activity Relationship

Add/Edit Project Activities Except Relationship

Delete Project Activities

Add/Edit Project Level Layout



Resource Manager



Privilege:

Delete Resource

Add Resource

Edit Resource

Approve Resource Timesheet

Edit Global Reports

Edit Global Tracking Layouts

Edit Roles

Edit Global Calendar

Edit Resource Calendar

Edit Timesheet Dates

Edit Project Codes

View Resource and Role Costs

Schedule Project

Level Resources

Perform Acitivity Resource Request

Edit Resource Assignment For Resource Planning

Edit Committed Flag for Resource Planning?



Thank you all,



JoseR



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