Question

IFS Projects - what is "role" and what is "access"

  • 25 May 2023
  • 1 reply
  • 217 views
S
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  • Shou
  • Sidekick (Employee)
  • 50 replies

Hi , 

for IFS , there are 6 system defined Project Roles ,

  • Project Manager
  • Financially Responsible for a Project
  • Sub Project Manager
  • Financially Responsible per Sub Project
  • Activity Responsible
  • Financially Responsible per Activity
  • Other

But I cannot find any defination, any desribtion for each role’s permissions.

like what can each role do and what cannot do.

 

besides roles , there is another concept called “Project Access” ，

with that , we can assign Team , Person to a sub-project .

my question is 

So, if we assign sub-project access to person A , then what he is able to do?

only report time?

or he can made change to sub project ? eg:add activity, complete activity, complete sub-project(finical project)

 

is there anyone can answer the question?

 

 

 

1 reply

E
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Hi Shou,

 

IFS is using these roles to define a Purchase Order or Purchase Requisition Authorization Routing. 

You can name your own roles and connect them to a Type of Role. By using the predefined roles, IFS can connect a person/user to the roles in order to authorize the PO or PR when this in needed for that project.

The role “Other” needs to be assigned manually to a person on the project.

 

Project acces is being used to limited the amount of users who has access to a project to make changes such as the estimates, demand, modify the WBS, Close an activity. When the user does not have acces to the project it is also not possible to report time to it.

So if the project has 4 different Sub Projects in it. Person A is only able to see and modify that sub project to which he has access to.

 

Hope this is helping you to have a bit more information about how this is being used in IFS.

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