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For the Project management module, the following system groups become available:
Reference | Name | Description | License needed |
|---|---|---|---|
FMB-G153 | Create projects | Group gives access to create new projects from scratch or create new projects based on a project template. | Full user |
FMB-G154 | View projects | Group gives access to view projects. This group can either be assigned in general or in the context of a specific project for project participants. | Limited user |
FMB-G158 | Project (part) responsible | Group gives edit rights to a project or project phase. This group is given via the 'Main responsible' field in the context of a project or via the 'Responsible' field in the context of a project phase. Additional project responsibles can be added via the projects 'Team' tab and will also get this group assigned in the context of the project. | Full user |
FMB-G159 | Project budget approver | Umbrella group. This group and all groups under this group can be used to execute the project budget apporoval task in the project workflow. | Full user |
FMB-G157 | Manage project templates | Group gives access to manage complete project templates and individual project phase templates. New projects and project phases can be generated based on these templates. | Full user |
FMB-G160 | Project budget approver context project | Group is automatically assigned to the budget approvers group within the context of a project. | Full user |
FMB-G156 | Access to navigation menu projects | If users only have access to specific projects via the projects 'Team' tab they do not automatically have access to the navigation menu 'Projects'. This group can be assigned to give the users acces to the navigation menu 'Projects'. | Limited user |
FMB-G163 | View projects startboard | This group only provides access to the startboard tab 'Project management dashboard'. This group can be given to users who do not need a navigation menu, but are responsible for projects or project phases. | Limited user |
Via the 'User profile management' option on the administrator startboard, these system groups can be assigned to existing user profiles or add them to newly created user profiles.
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For some modules, other (master data) modules might be of importance, in order to be able to fully use this module.
For Project management, the master data module ‘Properties and areas’ can be relevant therefore the following system group could also need to be assigned to users (If not already done in the past), to be able to create and edit the relevant master data objects.
Reference | Name | Description | License needed |
|---|---|---|---|
GOB-G007 | Edit properties and areas | Group gives create and edit rights on properties and areas | Full user |
When generating the user profiles, it is advised to include this group or have a dedicated profile (and users) for this module.
4.5 Navigation menu and startboard options
When a module is activated, the relevant navigation menu options become available to users with the correct authorizations (based on the system groups). Next, a module-specific key user startboard tab becomes available for that particular module and is visible depending on the user's authorizations. This tab gives users insights and day-to-day work overviews relevant to the specific module.
For more general information on More information about the navigation menu and startboard , options applicable for Project management see: Navigation menu and Startboard
For the Project management module, the following navigation menu options become available:
Navigation menu option | Available to system groups | Description |
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Projects |
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The 'Projects' navigation menu immediately shows one screen with several insights (graphs), important functionalities like creating projects and has a search functionality.
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For the Project management module, the following startboard tab becomes available:
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This tab is available for the following system groups:
Create projects
View projects
View project startboard
This startboard tab has buttons similar to the navigation menu 'Projects'. Next to that, this tab has the following includes:
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Tasks: This overview shows all active projects workflow tasks for the user.
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Open projects I am responsible for: This overview shows all open projects where I am the main responsible or additional responsible for.
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Open project phases I am responsible for: This overview shows all open project phases where I am filled in the 'Responsible' field.
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Project management - Navigation menu & Startboard
5. Additional reports
For the project management module, there are no additional reports added in the ‘Reports’ navigation menu option.
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For the user manual with a more step-by-step explanation of the process itself, see: Project management module for (end)users
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