Access Levels for Project 360 Dashboard

Published on
June 28, 2023 at 7:20:01 AM PDT June 28, 2023 at 7:20:01 AM PDTth, June 28, 2023 at 7:20:01 AM PDT

Access levels determine which information about the Project 360 Dashboard are shown depending on your role. The system filters the list of projects to show based on the access level given to you.

TheProject 360 Access Levelfield is located on theHuman Resourcessubtab of the Employee record.

Important

To use the access levels properly and with projects associated to proper financial segments, you must install the Project Classification SuiteApp.

The SuiteApp provides the following access levels:

Name	Description
Blank	This access level is automatically assigned to you if you install and use the Project 360 Dashboard SuiteApp for the first time. To access projects, an Administrator must change your access fromBlankto other appropriate access level from the dropdown list. No projects are shown on the dashboard if your access level is set to blank.
Assigned to me	This access level is the default value of theProject 360 Access Levelfield on the employee record. You can select this access level to view only the projects that are assigned to you. It provides access to your projects if you have the following settings: You are assigned as the project manager in theProject Managerfield of your Employee record. You have a project manager role shown on theResource Detailssubtab of a project record. Note After you update or install version 1.1.0 of the SuiteApp, and theProject Managerbox is checked on your employee record, your access level will be set toAssigned to me.
My Department	This access level lets you view all the projects in your department if the department name matches on both the Employee record and the Project record.
My Department Hierarchy	This access level lets you view all the projects in your Department and its subdepartments.
My Subordinates	This access level lets you view the projects of employees reporting to you. You must have a Supervisor role to view all the projects for your subordinates. To view the list of your subordinates, open your Employee record, go toHuman Resourcessubtab then scroll down to theSubordinatessubtab. An employee's supervisor is indicated on theSupervisorfield of an Employee record.
All Projects	This access is intended for employees with non-project manager role who requires access to all projects of all the project managers in an organization. The employee with this access level can access all the projects with a status ofIn Progress,Awarded, andPending.

Name

Description

Blank

This access level is automatically assigned to you if you install and use the Project 360 Dashboard SuiteApp for the first time.

To access projects, an Administrator must change your access fromBlankto other appropriate access level from the dropdown list.

No projects are shown on the dashboard if your access level is set to blank.

Assigned to me

This access level is the default value of theProject 360 Access Levelfield on the employee record.

You can select this access level to view only the projects that are assigned to you.

It provides access to your projects if you have the following settings:

You are assigned as the project manager in theProject Managerfield of your Employee record.
You have a project manager role shown on theResource Detailssubtab of a project record.

Note

After you update or install version 1.1.0 of the SuiteApp, and theProject Managerbox is checked on your employee record, your access level will be set toAssigned to me.

My Department

This access level lets you view all the projects in your department if the department name matches on both the Employee record and the Project record.

My Department Hierarchy

This access level lets you view all the projects in your Department and its subdepartments.

My Subordinates

This access level lets you view the projects of employees reporting to you.

You must have a Supervisor role to view all the projects for your subordinates. To view the list of your subordinates, open your Employee record, go toHuman Resourcessubtab then scroll down to theSubordinatessubtab.

An employee's supervisor is indicated on theSupervisorfield of an Employee record.

All Projects

This access is intended for employees with non-project manager role who requires access to all projects of all the project managers in an organization.

The employee with this access level can access all the projects with a status ofIn Progress,Awarded, andPending.

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