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Enabling Project Functionality

By default, project functionality is not enabled in Proliance. At least one project must exist in Proliance to display the user interface elements necessary to work with projects.

To enable project functionality, create a project in the Workspace work area using the Project register. You can make the Project register available to users by adding project permissions to their security role.

To enable projects

1. Log in to Proliance as an Administrator.
2. In the Portfolios work area, navigate to Administration > Workspace Config (Managed) > Security > Roles.
3. In the Roles register, click a role that will use project functionality.
4. Click Edit.
5. On the Main page of the Role tab, scroll down to the Project section and select the appropriate project permissions for the role.
6. Click Save.
7. In the Workspace work area, navigate to the Projects register.
8. In the Projects register, click New.
9. Complete the required fields to create a new project.
10. Click Save.

Project functionality is now available for users with project-enabled security roles.