Project Security Privileges Definitions

When creating a permission set, use the following definitions to determine the functionality each privilege controls and other privileges that may also be required. Selecting one privilege may automatically select other privileges if they are required for the original privilege to function properly. These other privilege selections cannot be changed without affecting the selection of the original privilege. Any privilege requirements are noted in the definition.

Contract

Contracts

Enables users to add, edit, delete, or view contracts.

The add and delete privileges for contracts also apply to contract line items.

If you select the add privilege, edit and view are automatically selected and cannot be changed.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

If you select the delete privilege, all privileges for Contract Costs/Financials are also automatically selected and cannot be changed.

Contract Costs/Financials

Enables users to edit or view contract costs and financial information associated with contracts.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed. The edit and view privileges for Contracts are also selected and cannot be changed.

Contracts Approval

Enables users to approve and withdraw contracts.

If you enable this option, the privileges to edit and view Contract Costs/Financials are selected and cannot be changed.

Commitments

Enables users to add, edit, delete, or view commitments.

The add and delete privileges for commitments also apply to commitment line items.

If you select the add privilege, edit and view are automatically selected and cannot be changed.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

If you select the delete privilege, all privileges for Commitment Costs/Financials are also automatically selected and cannot be changed.

Commitment Costs/Financials

Enables users to edit or view commitment costs and financial information associated with commitments.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

Commitments Approval

Enables users to approve and withdraw commitments.

If you enable this option, the privileges to edit and view Commitment Costs/Financials are selected and cannot be changed.

Changes

Enables users to add, edit, delete, and view changes.

If you select the add privilege, edit and view are automatically selected and cannot be changed.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

Changes Costs/Financials

Enables users edit and view changes.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

These privileges also apply to changes.

Close/Reopen/Void Changes

Enables users to close, reopen, or void changes.

Change Orders

Enables users to add, edit, delete, and view change orders.

The add and delete privileges for change orders also apply to change order line items.

If you select the add privilege, edit and view are automatically selected and cannot be changed.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

If you select the delete privilege, all privileges for Change Order Costs/Financials are also automatically selected and cannot be changed.

In order to add change orders, you also need at least the view privilege for contracts or commitments.

Change Order Costs/Financials

Enables users to edit or view change order costs and financial information associated with change orders.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed. The edit and view privileges for change orders are also selected and cannot be changed.

Change Orders Approval

Enables users to approve and withdraw change orders.

If you enable this option, the privileges to edit and view Change Orders are selected and cannot be changed.

Potential Change Orders

Enables users to add, edit, delete, and view potential change orders.

If you select the add privilege, edit and view are automatically selected and cannot be changed.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

If you select the delete privilege, all privileges for Potential Change Orders Costs/Financials are also automatically selected and cannot be changed.

Potential Change Orders Costs/Financials

Enables users to edit and view Potential Change Orders Costs/Financials.

These privileges also apply to potential change orders.

Potential Change Order Proposals

Enables users to add, edit, and delete potential change order proposals.

Approve a Proposal and Close the Potential Change Order

Enables users to approve proposals and close potential change orders.

Withdraw a Potential Change Order

Enables users to withdraw potential change orders.

Payment Applications

Enables users to add, edit, delete, and view payment applications.

If you select the add privilege, edit and view are automatically selected and cannot be changed.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

If you select the delete privilege, all privileges for Payment Application Costs/Financials are also automatically selected and cannot be changed.

In order to add payment applications, you also need at least the view privilege for contracts or commitments.

Payment Application Costs/Financials

Enables users to edit or view payment application costs and financial information associated with payment applications.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed. The edit and view privileges for payment applications are also selected and cannot be changed.

Payment Applications Approval

Enables users to approve and withdraw payment applications.

If you enable this option, the privileges to edit and view Payment Applications are selected and cannot be changed.

Cost

Accept Proposed Budget and Request Changes

Enables users to accept a proposed budget for a project or request change.

Applies to: Costs and Funds

Actuals

Enables users to add, edit, delete, or view actual project spending. This privilege does not grant users access to the cost and financial information associated with actuals records. For that, the user must have the Actuals Costs/Financials privilege.

If you select the add privilege, edit and view are automatically selected and cannot be changed.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed.

If you select the delete privilege, all privileges for Actuals and Actuals Costs/Financials are also automatically selected and cannot be changed.

Applies to: Costs and Funds

Actuals Costs/Financials

Enables users to edit or view costs and financials associated with actuals records.

If you select the edit privilege, the view privilege is automatically selected and cannot be changed. The edit and view privilege for Actuals is also automatically selected and cannot be changed.

If you select the view privilege, the view privilege for Actuals is automatically selected and cannot be changed.

Applies to: Costs and Funds

Cash Flow Snapshots

Enables users to add, edit, or delete cash flow snapshots.

If you select the add privilege, edit is automatically selected and cannot be changed. If you select the delete privilege, add and edit are automatically selected and cannot be changed.

Applies to: Costs and Funds

Project Budget

Enables users to add, edit, delete, or view budgets.

If you select the add privilege, the edit and view privileges are automatically selected and cannot be changed. If you select the delete privilege, add and edit are automatically selected and cannot be changed. If you select the edit privilege, view is automatically selected and cannot be changed.

If you select the add, edit, delete, or view privileges, the view privilege for Project Costs/Financials is also selected.

If the Project Costs/Financials view privilege is disabled, the Budget page is restricted.

Applies to: Costs and Funds

Project Budget Approval

Enables users to approve project budgets.

If you select the enable privilege, the Project Budget edit and view privileges are selected and cannot be changed, and the Project Costs/Financials view privilege is selected and cannot be changed.

Applies to: Costs and Funds

Project Cost Sheet

Enables users to add, edit, or delete project CBS codes. It also enables users to select and edit budget sources.

If you select the add privilege, edit is automatically selected and cannot be changed. If you select the delete privilege, add and edit are automatically selected and cannot be changed.

Applies to: Costs and Funds

Recalculate Project Costs

Enables users to recalculate project, activity, and resource assignment costs when editing cost information. When run from the Costs and Funds app, only the project objects that are selected at run time will be recalculated. This does not include activity and resource assignments costs. Activities and resource assignments are the only objects whose costs are recalculated from the Activities page in the Schedule app.

If you select the enable privilege, the Edit Project privilege, the Edit Project Costs/Financials privilege, and the view Project Costs/Financials privilege are also selected and cannot be changed.

Applies to: Costs and Funds, Schedule

Documents

Custom Log Types

Enables users to add, edit, or delete custom logs in the project Summary & Settings. Users with the Add privilege can also assign a custom log from the workspace or duplicate a custom log. Users with the Delete privilege can also remove custom log assignment. Users with the Edit privilege can also assign and remove configured fields and codes at the project level.

To be able to assign user or user group access to a custom log, or to remove that assignment, a user needs the following permissions: the Edit privilege for Custom Log Type (either in a custom Project Permission Set or by assigning the user the built-in Administrator permission set for the project) AND the built-in Administrator permission set for Custom Logs when the user is assigned to the project or workspace. This also applies to giving users the ability to edit the permissions of custom logs assigned from the workspace.

If you select the add privilege, edit is automatically selected and cannot be changed. If you select the delete privilege, add and edit are automatically selected and cannot be changed.

Manage Submittal Approvals

Enables users to manage submittal approvals.

If you enable this privilege, the Upload Submittals for My Company privilege is also enabled.

Spec Sections

Enables users to add, edit, or delete spec sections.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.

Submittals

Enables users to add, edit, or delete submittals.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.

Upload Submittals for All Companies

Enables users to upload submittals for all companies.

Upload Submittals for My Company

Enables users to upload submittals for their associated companies.

Funds

Funding

Enables users to add, edit, delete, and view funds.

If you select the add privilege, edit and view are automatically selected and cannot be changed. If you select the delete privilege, add, edit, and view are automatically selected and cannot be changed. If you select the add, edit, or delete privilege, the edit and view privilege for Funding Costs/Financials are automatically selected and cannot be changed.

Applies to: Costs and Funds

Funding Costs/Financials

Enables users to edit and view funds and financial data.

If you select the edit privilege, view is automatically selected and cannot be changed. If you select the edit or view privilege, the view privilege for Funding is automatically selected and cannot be changed.

Applies to: Costs and Funds

Tasks

Complete Constraints for All Companies

Enables users to enter a delivered date on task constraints regardless of assigned company.

If Enable is selected, the Enable privilege for Complete Constraints for My Company and the Edit privilege for Constraints are also selected and cannot be changed.

Applies to: Tasks

Complete Constraints for My Company

Enables users to enter a delivered date on task constraints that belong to the company to which they are assigned.

If Enable is selected, the Edit privilege for Constraints is also selected and cannot be changed.

Applies to: Tasks

Configure Task Notifications for Others

Enables users to configure task notification preferences on behalf of other users and configure default task notification preferences for all users assigned to at least one task in the project.

Applies to: Tasks

Configure Task Plan

Enables users to add and configure a task plan for a project.

If Add is selected, the user can add a task plan with custom swimlanes and apply it to the Work Plan page.

Applies to: Tasks

Constraints

Enables users to add, edit, and delete task constraints regardless of the user's assigned company. To assign tasks to constraints, or to remove an assignment, the Edit privileges for Tasks for All Companies or Tasks for My Company must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Tasks

Link Constraint to Aconex Package

Enables users to link a task constraint to an Aconex package. To link a task constraint to an Aconex package, the Enable privilege must be selected.

Applies to: Tasks

Manage Commitments and Complete All Company's Tasks

Enables users to commit, recommit, and add reasons to any public task, delete commitments and recommitments on any public task, complete any public task, and complete private tasks that belong to them.

If Enable is selected, the Enable privilege for Manage Commitments and Complete My Tasks and the Edit privilege for Tasks for All Companies are also selected and cannot be changed.

Applies to: Tasks

Manage Commitments and Complete My Company's Tasks

Enables users to commit, recommit, and add reasons to public tasks to the company to which they are assigned, delete commitments and recommits on public tasks to the company to which they are assigned, complete public and private tasks to the company to which they are assigned, and complete task milestones that belong to the company to which they are assigned.

If Enable is selected, the Manage Commitments and Complete My Tasks privilege is also enabled.

Applies to: Tasks

Manage Commitments and Complete My Tasks

Enables users to commit, recommit, and add reasons to public tasks to which they are assigned, delete commitments and recommitments on public tasks to which they are assigned, complete public and private tasks to which they are assigned, and complete task milestones that belong to the company to which they are assigned.

If Enable is selected, the Edit privilege for Tasks for My Company is also selected and cannot be changed.

Applies to: Tasks

Tasks for All Companies

Enables users to add, edit, and delete any public task regardless of assigned company and any private tasks that belong to them.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed. Any privilege selected also selects the corresponding privilege for Tasks for My Company.

Applies to: Tasks, Schedule

Tasks for My Company

Enables users to add, edit, and delete public tasks that belong to the company to which they are assigned and private tasks that belong to them.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are automatically selected and cannot be changed.

Applies to: Tasks, Schedule

Project

Add WBS from other projects/templates

Enables users to copy WBS nodes and objects within the nodes from a project template or another project. To use this feature, the Add Activities privilege must also be selected.

Applies to: Schedule, Scope

Alerts

Enables users to add, edit, and delete system alerts that appear when thresholds are met on project-level data. Users do not require privileges to subscribe or unsubscribe themselves to an alert.

If you select the add, edit, or delete privilege, all Alerts privileges are also selected and cannot be changed.

Applies to: Costs and Funds, Schedule, Scope

Baselines

Enables users to add, edit, and delete project baselines. To choose or change a baseline type, the Enable Baselines - Set Project Baselines privilege must also be selected. To modify data within a baseline, privileges in the Schedule (Baselines) section must also be selected.

The Add and Edit privileges must be selected together. If Delete is selected, the Add Baselines, Edit Baselines, and Enable Baselines - Set Project Baselines privileges are also selected and cannot be changed.

Applies to: Schedule, Scope

Baselines - Set as Current Schedule

Enables users to set a project baseline as the current schedule. To use this feature, the Add Baselines and Edit Baselines privileges must also be selected.

Applies to: Schedule

Baselines - Set Project Baselines

Enables users to select a baseline type when adding a baseline or change the type of an existing baseline.

If Enable is selected, the Add Baselines and Edit Baselines privileges are also selected and cannot be changed.

Applies to: Schedule, Scope

Calendars

Enables users to add, edit, and delete project-level calendars. To edit a holiday list or promote a calendar to the parent workspace, the Add and Edit Calendars privileges for the parent workspace must be enabled.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Project-level Calendars dictionary

Close Reporting Periods

Enables users to close the current reporting period to further edits. Closed periods allow for accurate project analysis and reporting.

Applies to: Scope

Codes

Enables users to add, edit, and delete project-level activity codes and code values. To promote a code to the parent workspace, Add, Edit, and the Add Codes privilege for the parent workspace must be enabled.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Project-level Codes dictionary, Schedule

Companies

Enables users to assign or remove companies from a project and change the color associated with each company.

Applies to: Project Team

Currencies

Enables users to change the project currency and its associated exchange rate.

If Edit is selected, the Edit Project privilege is also selected and cannot be changed.

Applies to: Project Settings

Global Change

Enables users to add, edit, or delete public global changes or private global changes that belong to them. Users must have the Add and Edit privileges to copy global changes from another project.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Schedule

Global Change - Run

Enables users to run public global changes or global changes that belong to them. Users must have the Edit Activities privilege selected in the Current, Baselines, or Scenarios section of the Schedule privileges to make changes to activities in the current schedule, baseline, or scenario.

If Enable is selected, the Add Global Change and Edit Global Change privileges are also selected and cannot be changed.

Applies to: Schedule

Project

Enables users to edit and delete projects and project templates.

The Edit privilege enables users to edit project and project template data such as project details, codes, and settings. Some data such as alerts, currencies, and dictionaries have their own privileges. The Edit privilege is required to be able to configure the attribute a task is colored by for the project and enables the Color By setting in Project Settings. The Edit privilege is required to be able to move a project to a new destination workspace.

If Delete is selected, Edit is also selected and cannot be changed.

Applies to: Project Inventory, Project Settings

Project Costs/Financials

Enables users to view and edit project cost fields across the application, including at the portfolio and program levels, for pages to which the user has access. Without the Edit privilege, cost fields will be read-only. Without the View privilege, depending on the page, cost fields may be hidden, show a lock icon instead of a value, or the page may be restricted entirely.

Configured fields with a Data Type of Cost for objects in other contexts, objects with their own Cost/Financials privileges (Changes, Change Estimates, Change Order, Contract, Commitments, Fund, Payment Applications, Potential Change Orders, Project Actuals), and the File object are not controlled by the Project Costs/Financials privileges. When the View privilege is selected, the following functionality is enabled:

• Cost-related field values on the Cost Sheet page are displayed.
• All fields on the project Cash Flow page are displayed.
• Cost-related field values on the project Budget page are displayed and editable as long as the project Edit Project Budget and View Project Budget privileges are also enabled.
• Cost-related project-level field values on the program Summary Cost Sheet page are displayed.
• Cost-related project-level field values on the portfolio Budget Planning, Published Views, and Scenario Comparison pages are displayed.
• Cost-related project-level risk field values on the project Risk Register page are displayed.
• Cost-related project-level risk field values on the program Risk Register page are displayed as long as the program View Risk and project View Risk privileges are also enabled.
• Cost-related activity and resource assignment field values are displayed.
• Cost-related scope field values are displayed.
• The Construction Value field in the project details is displayed.
• Cost-related field values on the Schedule Comparison page for project activities and resource assignments are displayed.
• Configured fields with a Data Type of Cost are editable for the following objects as long as the Edit privilege for the corresponding object (Project Budget or Project Cost Sheet) is also enabled: Budget, Budget Changes, Budget Transfers, Project Cost Sheet. These objects do not require the Edit privilege for Project Costs/Financials to be enabled in order to be edited. Cost type configured fields for the Budget Details object can be edited without enabling the Edit privileges for Project Costs/Financials or Project Budget. Cost type configured fields for the Budget Details object are displayed as long as the View Project Costs/Financials and View Project Budget privileges are also enabled.

When the Edit privilege is selected, the following functionality is enabled:

• All fields on the project Cash Flow page are editable.
• Cost-related project-level risk fields on the project Risk Register page are editable as long as the project Edit Risk and View Risk privileges are also enabled.
• Cost-related project-level risk fields on the program Risk Register page are editable as long as the program View Risk, project Edit Risk, and project View Risk privileges are also enabled.
• Cost-related activity and resource assignment fields are editable as long as the Edit Activities privilege is also enabled.
• Cost-related scope fields are editable as long as the Edit privilege for an individual scope object is also enabled.
• Configured fields with a Data Type of Cost are editable for the following objects as long as the Edit privilege for the corresponding object is also enabled: Activity, Custom Log, Project, Resource Assignment, Risk, Scope Assignment, Scope Item, Submittal, Task, WBS, Work Packages.
• Set up store period performance for a project as long as the Edit Project, Enable Store Period Performance, Add Baseline, Enable Baseline - Set Project Baseline, and Enable Recalculate Project Costs privileges are also enabled.
• Store period performance for a project as long as the Enable Store Period Performance privilege is also enabled.
• Recalculate project costs as long as the Enable Recalculate Project Costs privilege is also enabled.

If the Edit privilege is selected, the View Project Costs/Financials and Edit Project privileges are also selected and cannot be changed.

Applies to: Costs and Funds, Project Details, Risk, Schedule, Scope

Project Dashboards

Enables users to add, edit, and delete dashboards at the project level.

If you select the add, edit, or delete privilege, all Project Dashboards privileges are also selected and cannot be changed.

Applies to: Dashboards

Project Integration

Enables users to run project synchronizations between Primavera Cloud and P6 EPPM or Primavera Gateway. To view project synchronizations, the Edit Project privilege must also be selected.

Applies to: Integration

Promote Report to Project

Enables users to promote user type reports to the project type, making them available to other users of the project.

Applies to: Reports

Scenarios

Enables users to add, edit, and delete project scenario details and view scenarios and scenario schedules. To interact with the objects or tools within a scenario, such as activities, leveler, relationships, or scheduler, the corresponding privileges for that object or tool and the View Scenarios privilege must also be selected. If Edit is selected, users can use Get Activities to add activities to the scenario.

If Add is selected, Edit and View are also selected and cannot be changed. If Edit is selected, View is also selected and cannot be changed. If Delete is selected, Add, Edit, and View are also selected and cannot be changed.

Applies to: Schedule

Scenarios - Set as Current Schedule

Enables users to set a project scenario as the current schedule.

If Enable is selected, the Add Scenarios, Edit Scenarios, and View Scenarios privileges are also selected and cannot be changed.

Applies to: Schedule

User Groups

Enables users to add, edit, and delete project-level user groups. Users with the Edit privilege can also edit the permission sets of enabled inherited user groups, assign users to an inherited user group, and remove users from an inherited user group if the user was assigned at the project level. Users with these privileges can configure user groups from the Project Team app or from the User Groups page in Global Admin.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Global Admin, Project Team

Views

Enables users to add, edit, and delete project-level views and filters. Users do not require privileges to add, edit, or delete personal views or filters.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Project-level pages that support named views

WBS

Enables users to add, edit, and delete WBS nodes.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Schedule, Scope

Project Proposals

Project Proposals

Enables users to delete project proposals and edit project proposal data such as project details, codes, and settings. Some data such as alerts, currencies, and dictionaries have their own privileges. Project configured fields with a Data Type of Cost are editable in project proposals as long as the Edit Project Proposals and Edit Project Costs/Financials privileges are enabled. Objects within a project proposal that are not listed here are controlled by the same privileges that control those objects in the project context.

You need this privilege to launch a project proposal workflow. This privilege allows users to add project proposals and launch a workflow even if they do not have the Start Workflows privilege.

Applies to: Project Inventory, Project Settings

Project Proposals and WBS Costs/Financials

Enables users to edit and view cost fields for pages within a project proposal to which the user has access. When the Edit privilege is selected, all functionality for the View Project Costs/Financials privilege is enabled, and all fields on the project proposal Cash Flow page are editable. All other cost fields are controlled by the Project Costs/Financials privileges.

If the Edit privilege is selected, the View Project Costs/Financials and Edit Project Proposals privileges are also selected and cannot be changed.

Applies to: Costs and Funds, Project Details

Resources

Resource Costs/Financials

Enables users to edit and view project-level rates on a project resource or a workspace resource assigned to the project.

If Edit is selected, the View Resource Costs/Financials and Edit Resource privileges are also selected and cannot be changed.

Applies to: Resources

Resource Demand

Enables users to add, edit, and delete resource demands. The Edit privilege also enables users to create demand units from the project schedule and recalculate role costs.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Resources

Enables users to add, edit, and delete project-level resources. The Add privilege also enables users to assign a workspace resource to the project level. To promote a resource to the parent workspace, the Add Resource privilege for the parent workspace must be enabled. To assign roles to a resource, the Edit Roles privilege must also be selected. To view and edit project-level rates on a project resource or a workspace resource assigned to the project, the View and Edit privileges for Resource Costs/Financials must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, the Add Resources, Edit Resources, Edit Resource Costs/Financials and View Resource Costs/Financials privileges are also selected and cannot be changed.

Applies to: Resources

Role Costs/Financials

Enables users to edit and view project-level rates on a project role or a workspace role assigned to the project.

If Edit is selected, the View Role Costs/Financials and Edit Roles privileges are also selected and cannot be changed.

Applies to: Resources

Roles

Enables users to add, edit, and delete project-level roles. The Add privilege also enables users to assign a workspace role to the project level. To promote a role to the parent workspace, the Add Role privilege for the parent workspace must be enabled. To assign resources to a role, the Edit Resources privilege must also be selected. To view and edit project-level rates on a project role or a workspace role assigned to the project, the View and Edit privileges for Role Costs/Financials must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, the Add Roles, Edit Roles, Edit Role Costs/Financials and View Role Costs/Financials privileges are also selected and cannot be changed.

Applies to: Resources

Risk

Risk

Enables users to add, edit, delete, or view risks.

If you select the add privilege, edit and view are automatically selected. If you select the delete privilege, add, edit, and view are automatically selected.

Risk Analysis

Enables users to run risk analysis.

Risk Matrix

Enables users to add, edit, delete, or risk matrixes.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.

Schedule (Current)

Activities

Enables users to add, edit, and delete activities in the current schedule. To view or edit activity or assignment costs, the View Project Costs/Financials and Edit Project Costs/Financials privileges must also be selected. Some cost fields may be indirectly modified by editing fields they are connected to, even if Edit Project Costs/Financials is disabled. To manage risks or tasks associated with activities in the current schedule, the appropriate Risk and Tasks privileges must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed. When an Activities privilege in the Schedule (Current) section is selected, the same Activities privileges in the Schedule (Baselines) and Schedule (Scenarios) sections are also selected and cannot be changed.

Applies to: Schedule

Level

Enables users to level resources and roles in the current schedule. When the leveler is run, the scheduler is also run, and activities may be modified even if Edit Activities is disabled.

If Enable is selected, the Enable Schedule privilege in the Schedule (Current) section and the same Level privileges in the Schedule (Baselines) and Schedule (Scenarios) sections are also selected and cannot be changed.

Applies to: Schedule

Merge Activities to Current Schedule

Enables users to run the merge process for activities in a scenario or baseline to the current schedule from the Schedule Comparison page. Activities with variances will display in the Activities list.

If Enable is selected, the Merge Mode toggle displays on the Schedule Comparison page.

Applies to: Schedule

Relationships

Enables users to add, edit, and delete relationships between activities in the current schedule.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed. When a Relationships privilege in the Schedule (Current) section is selected, the same Relationships privileges in the Schedule (Baselines) and Schedule (Scenarios) sections are also selected and cannot be changed.

Applies to: Schedule

Schedule

Enables users to run the scheduler in the current schedule. When the scheduler is run, activities may be modified even if Edit Activities is disabled.

If Enable is selected, the Enable Schedule privileges in the Schedule (Baselines) and Schedule (Scenarios) sections are also selected and cannot be changed.

Applies to: Schedule

Store Period Performance

Enables users to run the store period performance for a schedule.

Applies to: Schedule

Schedule (Baselines)

Activities

Enables users to add, edit, and delete activities in a project baseline. To use this feature, the Add Baselines and Edit Baselines privileges must also be selected. Activities are added to baselines using the Get Activities feature. To view or edit baseline activity or assignment costs, the View Project Costs/Financials and Edit Project Costs/Financials privileges must also be selected. Some cost fields may be indirectly modified by editing fields they are connected to, even if Edit Project Costs/Financials is disabled. To manage risks associated with activities in the baseline, the appropriate Risk privileges must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Schedule

Level

Enables users to level resources and roles in a project baseline. To use this feature, the Add Baselines and Edit Baselines privileges must also be selected. When the leveler is run, the scheduler is also run, and activities may be modified even if Edit Activities is disabled.

If Enable is selected, the Enable Schedule privilege is also selected and cannot be changed.

Applies to: Schedule

Merge Activities to Baseline

Enables users to run the merge process for activities in a scenario, a baseline, or the current schedule to a baseline from the Schedule Comparison page. Activities with variances will display in the Activities list.

If Enable is selected, the Merge Mode toggle displays on the Schedule Comparison page.

Applies to: Schedule

Relationships

Enables users to add, edit, and delete relationships between activities in a project baseline. To use this feature, the Add Baselines and Edit Baselines privileges must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Schedule

Schedule

Enables users to run the scheduler in a project baseline. To use this feature, the Add Baselines and Edit Baselines privileges must also be selected. When the scheduler is run, activities may be modified even if Edit Activities is disabled.

Applies to: Schedule

Schedule (Scenarios)

Activities

Enables users to add, edit, and delete activities in a project scenario. To use this feature, the View Scenarios privilege must also be selected. To view or edit scenario activity or assignment costs, the View Project Costs/Financials and Edit Project Costs/Financials privileges must also be selected. Some cost fields may be indirectly modified by editing fields they are connected to, even if Edit Project Costs/Financials is disabled. To manage risks associated with activities in the scenario, the appropriate Risk privileges must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Schedule

Level

Enables users to level resources and roles in a project scenario. To use this feature, the View Scenarios privilege must also be selected. When the leveler is run, the scheduler is also run, and activities may be modified even if Edit Activities is disabled.

If Enable is selected, the Enable Schedule privilege is also selected and cannot be changed.

Applies to: Schedule

Merge Activities to Scenario

Enables users to run the merge process for activities in a scenario, a baseline, or the current schedule to a scenario from the Schedule Comparison page. Activities with variances will display in the Activities list.

If Enable is selected, the Merge Mode toggle displays on the Schedule Comparison page.

Applies to: Schedule

Relationships

Enables users to add, edit, and delete relationships between activities in a project scenario. To use this feature, the View Scenarios privilege must also be selected.

If Add is selected, Edit is also selected and cannot be changed. If Delete is selected, Add and Edit are also selected and cannot be changed.

Applies to: Schedule

Schedule

Enables users to run the scheduler in a project scenario. To use this feature, the View Scenarios privilege must also be selected. When the scheduler is run, activities may be modified even if Edit Activities is disabled.

Applies to: Schedule

Scope

Approve/Reject Scope Change Requests

Enables users to approve or reject scope change requests, reject individual change items, withdraw approved change requests, and reopen rejected change requests and items. When this privilege is selected, the following add and edit privileges are also selected: Work Packages, Scope Items, Scope Assignments, and Scope Change Requests. The edit and view privileges for Project Costs/Financials are also selected.

PBS

Enables users to add, edit, or delete PBSs.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.

Scope Assignments

Enables users to add, edit, or delete scope item assignments. If you have the delete privilege, you can only delete work packages before the baseline is set.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.

Scope Change Requests

Enables users to add, edit, or delete scope change requests and pending change items in the Scope Item Changes, Work Package Changes, Scope Item Change Details, and Work Package Change Details pages. This privilege also allows users to add and edit scope items on the Scope Item Change Details page if the user also has the corresponding add and edit Scope Items privileges. Also allows users to add and edit work packages and scope assignments on the Work Package Change Details page if the user also has the corresponding add and edit Work Packages and Scope Assignments privileges.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.

Scope Items

Enables users to add, edit, or delete scope items. If you have the delete privilege, you can only delete work packages before the baseline is set.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.

Work Packages

Enables users to add, edit, or delete work packages. If you have the delete privilege, you can only delete work packages before the baseline is set.

If you select the add privilege, edit is automatically selected. If you select the delete privilege, add and edit are automatically selected.