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Manage Projects
Tina Chan avatar
Written by Tina Chan
Updated this week

The Manage Projects permission allows you to give the manager edit, create and delete access to 'All' or 'Restricted' Projects or limits the manager's access to 'View only'.

The visibility of Budget and Project Margins is subject to the Manager's Financial Data settings.

All

When All is selected, the Manager can perform the following actions:

  • Edit all projects and project templates

  • Delete projects without assignments or actual hours

  • Create new projects and project templates

  • Add, edit placeholders and manage resource requests to all projects and project templates

  • Edit assignments on people who have been assigned to all projects and project templates

  • Edit actual hours logged to timesheets on all projects

  • Add Project details, workstreams and custom fields to all projects and project templates

  • Delete any Project Templates

  • Create new workstreams on all projects

  • Create new tags on all projects

They cannot:

  • Delete any projects with assignments

  • Create or update projects via the CSV tool

  • Create new clients

  • Create new project custom field options

  • Edit or Delete any Projects Tags and Workstreams

To access these functions, the user needs to be set as an Admin user.


Restricted

When Restricted is selected, the Manager can perform the following actions:

  • Edit only the projects they are assigned as Managers (Restricted Projects)

  • Create new projects

  • Delete Projects they managed if they don't consist of assignments

  • Edit actual hours logged to timesheets on only the Restricted Projects

  • Add, edit placeholders and raise resource requests to only the Restricted Projects

  • Comment on Resourcing Requests on projects that they do not manage

  • Create, edit and delete all project templates

  • Lock the timesheets of the projects they manage (Timesheet Manual Locking)

  • Create new workstreams on only the Restricted Projects

  • Create new tags on only the Restricted Projects

They cannot edit or delete any other projects they don't manage. All other Projects will remain as view only.

The Restricted-Projects Manager can still view all Projects and People in the account.

How to select the projects that a Restricted manager has access to


View Only

When View Only is selected, the Manager can:

  • Only view all Projects and Project Templates

  • View and Export data of all projects from Reports

  • Export actual hours on timesheets and assignment data for all Projects from Settings > Export (Only if Financial Data Permission is set as All)

They cannot:

  • Edit, Create or Delete any Projects or Project Templates

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