Access grants
Access grants enable certain activities within PPM.
Overview of access grants
PPM comes with predefined access grants. Installing an Deployment Management Extension may introduce additional access grants. To see the list of the available access grants, see Predefined access grants.
In general, view access grants provide read-only access to screens and entities. Users who do not have a view access grant cannot see certain workbenches and windows.
Edit access grants typically enable a user to view, create, modify, and delete entities. For example, if you have the Edit Requests access grant, you can delete requests that you have created.
Edit Security Groups access grant
Any users with the Edit Security Groups access grant can add themselves to the PPM All Access Grants security group. This security group allows complete access to PPM. You cannot modify this security group to limit this ability.
If you want to assign a user the Edit Security Groups access grant but do not want to give the user the complete access, you can create a copy of the PPM All Access Grants security group, modify the copied security group to limit access to itself, and then disable the existing PPM All Access Grants.
To make a copy of the PPM All Access Grants security group and limit its access:
-
From the Security Group Workbench, select the PPM All Access Grants security group and click Copy.
-
Edit the copied security group as follows:
-
In the Ownership tab, set the ability to edit the copied security group.
-
In the Users tab, assign all users who are part of the PPM All Access Grant security group to the copied security group.
-
Make any additional updates to limit access to the security group.
-
Save your changes.
-
-
From the PPM All Access Grants security group, remove all users and save your changes.
-
Run the following SQL statement to disable the PPM All Access Grants security group:
Copy codeUPDATE knta_security_groups SET enabled_flag='N' WHERE security_group_id = 3;commit;
-
Restart the PPM Server.
Predefined access grants
The following table lists the predefined access grants and provides a description of each.
Category |
Access Grant Name |
Description |
---|---|---|
Config |
Edit Activities |
Modify activities in the Activities Workbench. |
Config |
Edit Notification Templates |
Create, update, and delete notification templates in the Notification Templates Workbench. |
Config |
Edit Report Types |
Create, update, and delete report types in the Report Types Workbench. |
Config |
Edit Special Commands |
Create, update, and delete special commands in the Special Command Workbench. |
Config |
Edit User Data |
Create, update, and delete user data definitions in the User Data Workbench. |
Config |
Edit Validation Values |
Create, update, and delete validation values in the Validations Workbench. |
Config |
Edit Validations |
Create, update, and delete validations in the Validation Workbench. |
Config |
Edit Workflows |
Generate, update, and delete workflows in the Workflows Workbench. |
Config |
View Activities |
View activities in the Activities Workbench. |
Config |
View Notification Templates |
View notification template definitions in the Notification Templates Workbench. |
Config |
View Report Types |
View report type definitions in the Report Types Workbench. |
Config |
View Special Commands |
View special command definitions in the Special Command Workbench. |
Config |
View User Data |
View user data definitions in the User Data Workbench. |
Config |
View Validations |
View validations in the Validations Workbench. |
Config |
View Workflows |
View workflow definitions in the Workflows Workbench. |
Demand Mgmt |
Access Request Query Builder |
Use the request query builder on the Search Requests page. |
Demand Mgmt |
Change Request Type |
Change the request type for existing requests. |
Demand Mgmt |
Edit All Contacts |
Edit and delete contacts using the Contact Workbench. |
Demand Mgmt |
Edit All Requests |
Perform advanced request processing actions. User always has permission to:
User can:
|
Demand Mgmt |
Edit Contacts |
Create and update contacts in the Contact Workbench. |
Demand Mgmt |
Edit Demand |
Access the Demand Management scheduling functions, the consolidated picture of demand, and all other Demand Management menu items related to scheduling or managing demand. |
Demand Mgmt |
Edit Request Header Types |
Create, update, and delete request header types in the Request Header Types Workbench. |
Demand Mgmt |
Edit Request Types |
Create, update, and delete request types in the Request Types Workbench. |
Demand Mgmt |
Edit Requests |
Perform basic request processing actions. Allows the user to:
User cannot change the workflow when creating or editing a request. |
Demand Mgmt |
Import Request |
Enables the user to have the access to import requests from XML files. |
Demand Mgmt |
Override Demand Mgmt Participant Restriction |
Allows the user to review a request regardless of whether the user is allowed to view as defined on the request type's User Access tab. |
Demand Mgmt |
View All Contacts in Request |
View all contacts in a request, even if a company is associated with the request. |
Demand Mgmt |
View Contacts |
View the contact definition in the Contact Workbench. |
Demand Mgmt |
View Request Header Types |
View request header type definitions in the Request Header Types Workbench. |
Demand Mgmt |
View Request Types |
View the request type definition in the Request Types Workbench. |
Demand Mgmt |
View Requests |
View requests in the Request Types Workbench. |
Deployment Mgmt |
Edit All Packages |
Edit or delete any packages. |
Deployment Mgmt |
Edit All Releases |
Create, edit and delete any release using the Releases Workbench. A user with this grant can:
|
Deployment Mgmt |
Edit Object Types |
Create, edit, and delete object types in the Object Types Workbench. |
Deployment Mgmt |
Edit Packages |
Perform the following basic package processing actions:
To edit the package, user must be:
User cannot delete a package if it has been released or if user is not the owner. |
Deployment Mgmt |
Edit Releases |
Perform basic release processing actions in the Releases Workbench. A user with this grant can:
|
Deployment Mgmt |
Override Deployment Mgmt Participant Restriction |
View detailed information on a restricted package for which the user is not an active participant. |
Deployment Mgmt |
Submit Environment Refreshes |
Create and submit an environment refresh in the Env Refresh Workbench. |
Deployment Mgmt |
View Environment Refreshes |
View environment refresh definitions in the Env Refresh Workbench. |
Deployment Mgmt |
View Object Types |
View object type definitions in the Object Types Workbench. |
Deployment Mgmt |
View Packages |
View packages in the standard interface or the Package Workbench. |
Deployment Mgmt |
View Releases |
View release definitions in the Releases Workbench. Act on any distribution workflow steps that include the user in the step security. |
Environments |
Edit Environments |
Create, update and delete environments in the Environment Workbench. |
Environments |
View Environments |
View environment definitions in the Environment Workbench. |
Financial Mgmt |
Edit Actuals on All Financial Summaries |
Allows the user to edit actuals of and create snapshots for all financial summaries in the system. |
Financial Mgmt |
Edit Actuals on Financial Summary |
Allows the user to edit the actuals of and create snapshots for the financial summary. The user must also have the following:
|
Financial Mgmt |
Edit All Financial Benefits |
Allows the user do the following:
The user must also have access to view the financial summary's costs or the financial data table's costs (see the View Costs on Financial Summary access grant in this table). |
Financial Mgmt |
Edit Approved Budget |
Allows the user to edit the approved budget of the financial summary. The user must also have the following:
|
Financial Mgmt |
Edit Approved Budget on All Financial Summaries |
Allows the user to edit approved budgets of all financial summaries in the system. This access grant should be used in conjunction with the View Costs on All Financial Summaries or the Edit Costs on All Financial Summaries access grant. |
Financial Mgmt |
Edit Cost Rate Rules |
Create, edit, and delete cost rate rules. |
Financial Mgmt |
Edit Cost Security |
Allows the user to add and delete users and security groups and change their access rights on the Configure Access page of the financial summary or the request's financial data table. (For a project, also allows the user to select cost participants in the Project Security policy in Project Settings.) The user must also have the following:
|
Financial Mgmt |
Edit Cost Security on All Financial Summaries |
Allows the user to edit cost security of all financial summaries and all financial data tables in the system. |
Financial Mgmt |
Edit Costs on All Financial Summaries |
Allows the user to do the following:
|
Financial Mgmt |
Edit Costs on Financial Summary |
Allows the user to do the following:
The user must also have the Edit Costs access right on the Configure Access page of the financial summary or the financial data table. |
Financial Mgmt |
Edit Financial Benefits |
Allows the user to do the following:
The user must also have the following:
|
Financial Mgmt |
Edit Financial Exchange Rates |
Create and update financial exchange rates. |
Financial Mgmt |
Edit Work Plan Cost Data |
Edit cost data related to tasks, projects, programs, resources and skills. The user must also have access to edit these entities. |
Financial Mgmt |
Manage Cost Factors |
User can reprioritize, add, or remove cost factors. |
Financial Mgmt |
Set a Financial Summary Snapshot as the Plan of Record |
Allows the user to specify a snapshot in the list of financial summary snapshots as the Plan of Record. The user must also have the following:
|
Financial Mgmt |
Set Plan of Record on All Financial Summaries |
Allows the user to specify a snapshot in the list of snapshots as the Plan of Record, for any financial summary in the system. |
Financial Mgmt |
View All Financial Benefits |
Allows the user to do the following:
The user must also have access to view the financial summary's costs or the financial data table's costs (see the View Costs on Financial Summary access grant in this table). |
Financial Mgmt |
View Cost Rate Rules |
View cost rate rules on the Cost Rate Rules page. |
Financial Mgmt |
View Costs on All Financial Summaries |
Allows the user to do the following:
|
Financial Mgmt |
View Costs on Financial Summary |
Allows the user to do the following:
The user must also have the View Costs access right on the Configure Access page of the financial summary or the financial data table. Note: The View Costs access right is automatically given to the cost participants of the lifecycle entity that is the current parent of the financial summary. |
Financial Mgmt |
View Financial Benefits |
Allows the user to view financial benefits of the financial summary or the request's financial data table. The user must also have the following:
|
Financial Mgmt |
View Financial Exchange Rates |
User can view financial exchange rates. |
Financial Mgmt |
View Project, Program, and Time Sheet Cost Data |
View cost data related to tasks, projects, programs, resources, and skills. The user must also have access to view these entities. |
PMO |
Create Programs |
When combined with the Edit Programs access grant, the user can create a program. |
PMO |
Edit All Programs |
Create and edit any program. |
PMO |
Edit Programs |
Program manager having this access grant can create and edit a program. |
PMO |
View Programs |
View program definitions. |
PMO | Delete Programs | When a user can edit a program and have this access grant, the user can delete a program. |
PMO | View Program Type | View program types. |
PMO | Edit Program Type |
Create, edit and delete program types. Editing can be further restricted through ownership controls defined in the program type. |
Portfolio Mgmt |
Configure Portfolio Management |
Allows users to do the following:
|
Portfolio Mgmt |
Edit All Portfolios |
Allows the user to do the following:
|
Portfolio Mgmt |
Edit All Scenario Comparisons |
View, edit, and delete any scenario comparisons in the system, and create new scenario comparisons. |
Portfolio Mgmt |
Edit Portfolio |
Allows the user to do the following:
|
Portfolio Mgmt |
Edit Scenario Comparison |
Allows the user to view, edit, and delete any scenario comparison for which the user is on the specified Edit list, and can create new scenario comparisons. |
Portfolio Mgmt |
View All Portfolios |
Allows the user to do the following:
|
Portfolio Mgmt |
View Scenario Comparison |
Allows the user to view any scenario comparison for which the user is on the specified View or Edit list. |
Portfolio Mgmt | Manage KPIs | Allows users to add and modify KPIs. |
Project Mgmt |
Create Projects |
Create projects through the standard interface. The user must have one of the following access grants:
|
Project Mgmt |
Edit All Projects |
Edit all projects, even if the user does not otherwise meet the participant restrictions on the project. This includes the ability to perform functions reserved for the project manager. |
Project Mgmt |
Delete Projects |
Delete projects that do not have actuals logged. The user must also have the Project Mgmt: Edit Projects access grant and be assigned as a project manager on the project, or have the Project Mgmt: Edit All Projects grant. |
Project Mgmt |
Delete Projects with Actuals |
Delete projects, even if actuals have been logged. The user must have the Project Mgmt: Delete Projects and associated access grants. |
Project Mgmt |
Edit Project Types |
Create, edit and delete project types. Editing can be further restricted through ownership controls defined in the project type. |
Project Mgmt |
Edit Projects |
Edit projects and work plans. If the users is editing project-level fields and the project process, any security defined on the project process request type and workflow is enforced. Note: Some functions are limited to the project managers for the project. These are:
|
Project Mgmt |
Edit Work Plan Templates |
Create and edit work plan templates. Editing can be further restricted through ownership controls defined in the work plan template. |
Project Mgmt |
Manage All Work Plan Baselines |
Create, update, delete, and set work plan baselines active for any project the user can view, even if the user is not a project manager for the project. |
Project Mgmt |
Manage Work Plan Baselines |
Create, update, delete, and set work plan baselines as active. The user must also be the project manager for the project and have either the Edit Projects access grant, or the Edit All Projects access grant. |
Project Mgmt |
Synchronize Work Plans |
Integrate work plans between Microsoft® Project and PPM. |
Project Mgmt |
View All Projects |
View all projects, even if the user does not otherwise meet the participant restrictions on the project. Also allows the user to add projects to programs including projects that the user is not a participant. |
Project Mgmt |
Update Tasks |
Allows assigned resources to update their work plan tasks through the My Tasks portlet. |
Project Mgmt |
View Project Types |
View project types. |
Project Mgmt |
View Projects |
View projects for which the user meets defined participant restrictions. |
Project Mgmt |
View Work Plan Templates |
View work plan templates. |
Resource Mgmt |
Create Resource Pools |
Create resource pools using the standard interface. The user must have one of the following access grants:
|
Resource Mgmt |
Create Staffing Profiles |
Create staffing profiles using the standard interface. The user must have one of the following access grants:
|
Resource Mgmt |
Delete Staffing Profiles |
User can delete a staffing profile as long as no actuals are specified. |
Resource Mgmt |
Delete Staffing Profiles with Actuals |
User can delete any staffing profile in the system. |
Resource Mgmt |
Edit All Resource Pools |
Edit or delete any resource pool. |
Resource Mgmt |
Edit All Resources |
Edit the resource information for any resource defined in PPM. |
Resource Mgmt |
Edit All Roles |
Create, edit, and delete all roles defined in PPM. |
Resource Mgmt |
Edit All Skills |
Create, edit, and delete all skills defined in PPM. |
Resource Mgmt |
Edit All Staffing Profiles |
Allows the user to edit or delete any staffing profile in the system. |
Resource Mgmt |
Edit Entire Organization |
Edit and delete any organization unit. |
Resource Mgmt |
Edit My Calendar |
A user who also has the View All Resources access grant can edit his or her own calendar information. |
Resource Mgmt |
Edit Only Organization Units That I Manage |
Edit organization unit information for units that list the current user as the manager in the View Organization Unit page. Also delete any of these organization units. |
Resource Mgmt |
Edit only resources that I manage |
Edit resource information for resources that list the current user as the Direct Manager. A resource's Direct Manager is displayed on the View Resource page. |
Resource Mgmt |
Edit Regional Calendars |
Create, edit, and delete regional calendars defined in PPM. |
Resource Mgmt |
Edit Resource Pools |
Edit resource pool information if the user has been granted edit access on the Configure Access for Resource Pool page. Delete these resource pools if given sufficient access on the Configure Access for Resource Pool page for that resource pool. |
Resource Mgmt |
Edit Staffing Profiles |
Edit staffing profile information if the user has been granted edit access on the Configure Access for Staffing Profile page. Delete these staffing profiles if given sufficient access on the Configure Access for Staffing Profile page for that staffing profile. |
Resource Mgmt |
Edit Regions |
Create, edit, and delete all regions defined in PPM. The user must also have the Configuration license to use this grant. |
Resource Mgmt |
Promise Unspecified Resources |
Add, assign, modify, and remove promised allocations. |
Resource Mgmt |
Update Staffing Profile Status |
Change the Staffing Profile Status value on the Change Staffing Profile Header page. To use this grant, the user must also have either the Edit Staffing Profiles or Edit All Staffing Profiles grant. |
Resource Mgmt |
View All Resource Pools |
View resource pool information for all resource pools. |
Resource Mgmt |
View All Resources |
View the resource information page for any resource defined in PPM. |
Resource Mgmt | View All Resource Pools Cost | The user can view the cost charts in all the teams |
Resource Mgmt | View Resource Pool Cost | The user can view the cost chart in the associated team of the resource pool where you have the View Cost right. |
Resource Mgmt |
View All Roles |
View all roles defined in PPM. |
Resource Mgmt |
View All Skills |
View all skills defined in PPM. |
Resource Mgmt |
View All Staffing Profiles |
Allows the user to view any staffing profile in the system. |
Resource Mgmt |
View my personal resource info only |
View only the user's own resource information page. |
Resource Mgmt |
View Only Resources That I Manage as a Direct Manager |
View the resource profiles for resources whose direct manager is the current user. |
Resource Mgmt |
View Only Resources That I Manage in My Resource Pool |
View the resource profiles for resources in a resource pool whose resource pool manager or parent resource pool managers is the current user. |
Resource Mgmt |
View Organization |
View the organization model and organization unit detail pages. |
Resource Mgmt |
View Regional Calendars |
View all regional calendars defined in PPM. |
Resource Mgmt |
View Regions |
View all regions defined in PPM. |
Resource Mgmt |
View Resource Pools |
View resource pool information if the user has been granted view access on the Configure Access for Resource Pool page. |
Resource Mgmt |
View Staffing Profiles |
View staffing profile information if the user has been granted view access on the Configure Access for Staffing Profile page. |
Server Tools | Restart/Shutdown Server from Administration Console | Restart or shutdown PPM Server nodes from Administration Console. |
Sys Admin |
Configure Default Page |
Configure the default page. |
Sys Admin |
Configure Modules |
Create, edit, and delete modules on Module Configuration in the PPM Dashboard page. View and set the default dashboard on the Set Default Dashboard in the PPM Dashboard page. |
Sys Admin |
Distribute Modules |
View, publish, and distribute modules, pages and portlets to PPM Dashboards on the Distributing Modules Dashboard page. |
Sys Admin |
Edit Security Groups |
Create, update, and delete security groups in the Security Groups Workbench. The user must also have the Edit Users access grant. Assigning this access grant allows the user to assign himself to the PPM All Access Grants security group, giving him complete access to PPM. If this complete access is not desired, see Edit Security Groups access grant for information on how to control this access. |
Sys Admin |
Edit Services Schedules |
User can modify any scheduled services in the system. |
Sys Admin |
Edit Users |
Create, update, and delete users in the Users Workbench. |
Sys Admin |
Manage Translations |
User can run the |
Sys Admin |
Migrate PPM Objects |
Migrate configuration objects (such as workflows and request types) using the Migrators. |
Sys Admin |
Server Administrator |
Log on to the application when the server is started in restricted mode. |
Sys Admin |
Server Tools: Execute Admin Tools |
Stop the PPM Server by using Let the user access the Administration Console and the server tools. |
Sys Admin |
Server Tools: Execute SQL Runner |
Enables the SQL Runner menu in the Administration menu and lets the user run SQL queries. Without this access grant, the SQL Runner menu is invisible. Also lets the user view the Admin Tools window in the Server Tools workbench. |
Sys Admin |
Server Tools: Execute File Browser |
Enables the File Browser menu Browse PPM Server files in the Administration Console and lets the user browse and download PPM Server files. Without this access grant, the File Browser menu is invisible. |
Sys Admin |
Synchronize Meta Layer |
Perform reporting meta layer synchronizations using the Report Types Workbench. |
Sys Admin |
View Security Groups |
View security group definitions in the Security Groups Workbench. |
Sys Admin |
View Server Tools |
View the Admin Tools window in the Server Tools Workbench. |
Sys Admin |
View Services Schedules |
User can view any scheduled services in the system. |
Sys Admin |
View Users |
View user definitions in the Users Workbench. |
System |
Edit Dependent References |
Create and edit dependency relationships between entities and their references. Bypass a request's dependency relationships. |
System |
Edit Portlet Definition |
Create, edit, and delete portlets in the Portlets Workbench. |
System |
Edit All Reports |
Use the Reports Workbench to delete any submitted report. |
System |
Open Workbench |
User can start the PPM Workbench. |
System |
Override Document Check Out |
Override document check out. |
System |
Override Key Fields Segmentation |
View all information contained in restricted key fields. Key fields include:
|
System |
Ownership Override |
Access and edit all configuration entities even if the user is not a member of one of the entity's ownership groups. |
System |
Submit Reports |
Submit reports in PPM. |
System |
View Portlet Definition |
View portlet definitions in the Portlets Workbench. |
Time Mgmt |
Approve Time Sheets |
Approve or reject time sheets if the resource is a direct report or if the time sheet has been delegated to the user. |
Time Mgmt | Lock Time Sheets | Lock time sheets when they are not cancelled, frozen, or closed. |
Time Mgmt |
Close Time Sheets |
Close or freeze time sheets if the resource is a direct report or if the time sheet has been delegated to the user. |
Time Mgmt |
Edit Charge Codes |
Create, modify, and delete charge codes in the Charge Codes Workbench. |
Time Mgmt |
Edit Override Rules |
Create, modify, and delete override rules in the Override Rules Workbench. |
Time Mgmt |
Edit Time Sheet Policies |
Create, modify, and delete time sheet policies in the Time Sheet Policy Workbench. |
Time Mgmt |
Edit Time Sheets |
Edit time sheets if the resource is a direct report or if the time sheet has been delegated to the user. |
Time Mgmt |
Edit Work Allocations |
View and edit work allocations. The user can also close or delete allocations the user created. |
Time Mgmt |
Edit All Work Allocations |
View, edit, delete, and close any work allocation. |
Time Mgmt |
View All Time Sheets (Summary Info Only) |
View only summary info for all time sheets. |
Time Mgmt |
View Charge Codes |
View charge code definitions in the Charge Code Workbench. |
Time Mgmt |
View Override Rules |
View override rules in the Override Rules Workbench. |
Time Mgmt |
View Time Sheet Policies |
View time sheet policies. |
Time Mgmt |
View Time Sheets |
View time sheet information for a user. |
Time Mgmt |
View Work Allocations |
View work allocations in Time Management. |