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Reference | Name | Description | License needed | ||||
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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. It is also possible to assign this system group to a users overall, giving them this role in every project at once. | Full user | ||||
FMB-G159 | Project budget approver | Umbrella group. This group, and all client specific groups created under this group, can be used to execute the project budget apporoval approval task in the project workflow. | Full user | ||||
FMB-G157 | Manage project templates | Group This 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 access 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 |
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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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