Assign User Roles to a Workspace, Portfolio, or Project

Assigning user roles enables you to route portfolio budget and resource planning workflows to specific users. This can be done at multiple levels. Assigning roles at the workspace level is useful if the same people will be assigned the same roles for all projects within the workspace. At the portfolio level, the user role assignments apply to all projects within the portfolio. If assigned at the project level, the user roles will only apply to that project.

The creator of a workspace, portfolio, or project is, by default, assigned to it as a reviewer, approver, and owner. The creator is also assigned as the primary reviewer, primary approver, and primary owner and can assign other users to the object. New projects in any workspace automatically inherit the role assignments from that workspace, but changes to the workspace role assignments do not affect the role assignments of its projects.

To assign user roles to a workspace or portfolio:

  1. In the object selector, select Workspace or Portfolio, and then select View Workspaces List or View Portfolios List.
  2. Select a workspace name or a portfolio name.
  3. From the Main Menu, select Summary & Settings.
  4. On the Summary & Settings page, select Security.
  5. Select Edit Roles.
  6. In the Edit Roles dialog box, in the Assign Roles section, select Assign Users.
  7. In the Select User dialog box, enter a username, select the name, and then select Assign.
  8. In the Edit Roles dialog box, select the roles you want users to perform:
    • Reviewer: The users assigned to the Reviewer role will receive notification when a planner sends a budget or resource plan scenario out for review.
    • Approver: The users assigned to the Approver role will receive notification when a planner sends a budget or resource plan scenario out for approval.
    • Owner: The users assigned to the Owner role in the respective projects will receive notification when a planner shares the projects in a budget or resource plan scenario proposal for negotiations.
  9. Review the primary roles in the Set Primary Role Defaults section and make updates as necessary.
  10. Select Assign.
  11. Select Save.

To assign user roles to a project:

  1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
  2. From the Main Menu, select Project Team, and then select Security.

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