Project Application Permissions

The TeamDynamix Project applications use a layered permission system that controls who can access, create, and manage projects and their components — including tasks, issues, risks, surveys, and templates — submit and process project requests, and configure project applications. This guide explains all permission levels and requirements for working with projects.

In this article:

 

How Permissions Work

Project application permissions operate through several interconnected layers:

  • License Types — Determine baseline capabilities. Enterprise, Project Manager, Technician, Student Technician, Team Member, Client, each with Reporting add-on options.
  • Application Access — Users must be granted access to Work Management and the specific Project application by a global admin.
  • Application-Level Security Roles — Create roles within each Project application and define specific permissions as appropriate for each role.
  • Global Security Roles — Some features require permissions set at the global (environment-wide) security role level, and are not available to application-level administrators.
  • Administrative Access — Certain configuration tasks require either an Admin Security Role in the specific Project application or Global Administrator access.

Administrator Capabilities

Project Application Administrator Capabilities

Project application administrators have access to the following configuration options in the admin UI. Global admins can manage all of these as well.

  • Classifications
  • Custom Attributes: Issue Attributes, Project Attributes, Project Attribute Sections, Risk Attributes (not Protected Attribute Access Log or Protected Attribute Configuration Log)
  • All notification templates
  • Project and Request Sections: Project and Request Sections, Benefits, Goals, Organizational Risks, Processes, Scorecards, Systems (not Scorecard Criteria)
  • Project Request Automation Rules
  • Project Request Forms
  • Project Update Templates and Categories
  • Issue, Project, and Project Request Searches
  • Saved Report Folders and Saved Reports
  • General settings
  • Issue, Task, Project, and Risk Statuses
  • Expenses and Funding Sources
  • Security Roles
  • Can view users assigned to the application
  • Document Workflows and Project Request Workflows
  • Project Request Workflow Template

Global Administrator Only Capabilities

The following capabilities require a Global Administrator designation in TDAdmin:

  • Deleting any project.
  • Backing up and downloading project briefcases as a ZIP file.
  • Creating new Project applications.
  • Assigning users to Project applications and setting their application-level security roles.
  • Managing the following settings:
    • Shared environment-wide settings that affect all applications: Priorities and Type Categories
    • Custom attributes: Protected Attribute Access Log, Protected Attribute Configuration Log
    • Portfolio and Program Weighting
    • Scorecard Criteria Project and Request Section
    • Expense Types
    • Functional Roles
    • Resource Pools

Available Security Role Permissions

Project Application-Level Security Role Permissions

Application-level security role permissions control what a user can do within a specific Project application. Each user can have a different application-level security role for each Project application to which they are assigned.

Permission

Definition

License Types

Issue

    

Add Issues

Create new issues. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

Delete Issues

Delete issues. Limited to projects the user is a member of.

Enterprise, Project Manager

Edit Issues

Edit issues. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Manage Issue Categories

Create, edit, and delete issue categories. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

Move Issues

Move issues between projects in the application.

Enterprise, Project Manager

Update Issues

Update issues. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Project

    

Add Global Reports and Global Report Folders in Projects

Create globally available reports and report folders in the Project application.

Enterprise, Project Manager, Student Technician

Add Projects

Create a project without going through a request process.

Enterprise, Project Manager

Add Templates

Create project templates that can be applied to projects during project creation.

Enterprise, Project Manager

Can Move Files Between Projects

Move a briefcase file from one project to another.

Enterprise, Project Manager

Manage All Projects

Manage all projects within the application. The user will not be added as a resource or listed as the manager.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Manage Project/Request Sections

The user can manage project and request sections on projects, and project requests that they can edit.

Enterprise, Project Manager

Modify Project Initial Values

Modify the initial start and end dates and initial budget for projects after they have been created.

Enterprise, Project Manager

Move Projects to Other Project Applications

Move projects to other project applications that the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician

View All Projects

View all projects in the application.

Enterprise, Project Manager, Technician, Team Member, Student Technician

View Project Resource Report

View the Resource Report associated with a project. This does not affect other resource reports.

Enterprise, Project Manager, Technician, Team Member, Student Technician

View Time Detail Report

View the Time Detail Report within the Project application.

Enterprise, Project Manager, Technician, Team Member, Student Technician

View Time Summary Report

View the Time Summary Report within the Project application.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Project Request

    

Add Named Resources to Role Forecasts

Assign named resources to role forecasts.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

Always Assign Requests to Workflows

Assign a project request to a workflow even if the user is not the evaluator or responsible for the active workflow step.

Enterprise

Always Edit Requests

Modify a project request — including workflow approval — that has been submitted for review or is in a workflow. Without this permission, only the request evaluator or the individual assigned to the active workflow step can edit the request. Approved, declined, and returned requests are not editable.

Enterprise

Change Scorecards

Change the active scorecard on a project request.

Enterprise

Move Project Requests to Other Project Applications

Move project requests to other project applications that the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Staff Requests

Convert approved project requests to projects by going through the staffing process, which involves assigning a project manager and replacing functional roles with actual resources.

Enterprise

View Project Request/Portfolio Planning Pages

View the Project Request and Portfolio Planning pages, including in the Applications menu.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Project Template

    

Edit All Project Templates

Edit all project templates.

Enterprise, Project Manager, Technician, Student Technician

Edit Global Project Templates

Edit all project templates marked as Global.

Enterprise, Project Manager, Technician, Student Technician

View All Project Templates

The user can view project templates they do not own in the Project Templates application. This does not allow selecting a non-global template on a project.

Enterprise, Project Manager, Technician, Student Technician

View Project Templates Page

View the Project Templates page.

Enterprise, Project Manager, Technician, Student Technician

Risk

    

Add Risks

Create new risks. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

Delete Risks

Delete risks. Limited to projects the user is a member of.

Enterprise, Project Manager

Edit Risks

Edit risks. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Manage Risk Categories

Create, edit, and delete risk categories. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

Move Risks

Move risks between projects.

Enterprise, Project Manager

Update Risks

Update risks. Limited to projects the user is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Survey

    

Access All Project Surveys

View project surveys and their responses.

Enterprise, Project Manager, Team Member

Create and Modify Project Surveys

Create and edit project surveys.

Enterprise, Project Manager, Team Member

Delete Project Survey Responses

Delete project survey responses.

Enterprise, Project Manager, Technician

Delete Unused Project Surveys and Project Survey Questions

Delete project surveys that have not been responded to, as well as project survey questions.

Enterprise, Project Manager, Team Member

Task

    

Add Plans

Add a new plan to a project.

Enterprise, Project Manager

Add Tasks

Add tasks to an existing project plan.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Add time against tasks for other team members

Add time against tasks assigned to other team members.

Enterprise, Project Manager

Add time to my tasks only

Add time only against tasks to which the user is assigned.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Add Time Type Limits

At the task level, set limits for time types specific to a project task.

Enterprise, Project Manager

Can baseline plans and tasks

Create plan baselines in the Plan Manager.

Enterprise, Project Manager

Delete Plans

Delete project plans.

Enterprise, Project Manager

Delete Tasks

Delete individual tasks in a project plan.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Edit Plans

Edit project plans.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Edit Tasks

Edit tasks.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Set the Completed Date of a Task

Set the completion date of a task to a date different from when the task was marked 100% complete.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Update My Assigned Tasks Only

Restricts the user from updating tasks to which they are not assigned. This permission is ignored if they also have the Update Tasks permission.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

Update Tasks

Update tasks in the Plan Manager. This permission overrides the Update My Assigned Tasks Only permission.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Global Security Role Permissions

Global security role permissions apply across your TeamDynamix environment, regardless of which application a user is working in.

Permission

Definition

License Types

All

    

View All Accts/Depts

Allows user to view all Accts/Depts in lookup fields (such as on a ticket or project) and in the People application. Without this permission, users can only view the Accts/Depts to which they are assigned.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

View All Types

Allows the user to view all Ticket Types or Project Types in the Type lookup fields. Without this permission, admins can only view Type values assigned to their user profile. Limiting Type access can restrict both the creation and, in some cases, the viewing of particular types of work.

Enterprise, Project Manager, Technician, Team Member, Student Technician, Client

Issue

    

Edit Issues

Allows the user to edit issues. This is limited to projects, workspaces, and portfolios that the admin is a member of.

Enterprise, Project Manager, Technician, Team Member, Student Technician

Project

    

Add Global Searches and Global Report Folders in Analysis

In the Analysis application, the user can create globally available saved searches in the Active Project Search and in globally available report folders, which other Analysis users can use.

Enterprise

Allow Users to Update All Project Statuses Within the Analysis Application

Allows a user with Analysis application access to update a project's status.

Enterprise

View All Project Application Instances in Analysis

Allows the user to view and select all Project application instances in Analysis reporting without being assigned to them.

Enterprise

Project Portfolio

    

Edit All Portfolios and Programs

Within the Analysis application, a user can edit a portfolio or program even if they are not its manager.

Enterprise

Manage All Projects in My Portfolios and Programs

Allows a user to manage any project in a portfolio or program they manage.

Enterprise

Project Request

    

Add Global Searches and Global Report Folders in Portfolio Planning

In the Portfolio Planning application, the user can create globally available saved searches and report folders that other Portfolio Planning users can use.

Enterprise

View All Project Requests Belonging to Assigned Accts/Depts

In the Client Portal, the user can see project requests they have submitted. This permission also allows a user to view project requests for any of their assigned Accts/Depts.

Enterprise

Workspace

    

View Projects in My Workspaces

Allows a user to view the details of all projects relevant to their workspaces.

Enterprise, Project Manager, Technician, Team Member, Student Technician
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