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Permissions for Scheduling

The security permissions for the Scheduling module works slightly different from the other permissions in Proliance. When assigning security permissions for the Scheduling module, you are assigning permissions for:

• The resource document
• The schedule document
• The tasks that you can perform within a schedule document

The resource and schedule documents use the standard permissions described in "Assigning Permissions to a Role".

The schedule document contains this additional permission:

• Manage Assignments: Allows users to see the Add/Edit Resource Assignment option when they right click a task or milestone name on the Collaborative Gantt. You should remove this option if you do not want a user to be able to modify resource assignments. For more information, see "Assigning Resources to Planning Options".

For more information on the standard permissions, see "Assigning Permissions to a Role".

Setting Permissions for Tasks

Once you have set the permissions to the schedule document itself, you can further control access by specifying which tasks a user is allowed to do within a schedule document. You can:

• Control the user's access to all tasks.
• Control the user's access to only those tasks that have been assigned to the user or for which the user is responsible for

Note that tasks that the user does not have permission to view are hidden in the Gantt. This user may think that items in the Gantt, such as dates, are appearing inaccurately.

• Control the types of task a user can perform
• Control the user's access to the Gantt

To control the user's access to all tasks

Select the appropriate permissions for Schedule - All Tasks:

• Create: Allows users to create a new task, regardless of whether the user will be responsible for that task. Requires the Read permission in order to work.
• Update: Allows users to update task, regardless of whether the user is responsible for that task. Requires the Read permission in order to work.
• Read: Allows users to view any task.
• Delete: Allows users to delete any task, regardless of whether the user is responsible for that task. Requires the Read permission in order to work.

Note: The permissions for All Tasks automatically includes the equivalent permissions for My Tasks. For example, granting Create permission for All Tasks will allow users to create tasks for themselves or for anyone else, regardless of the Create setting for My Tasks.

To control the user's access to his/her own tasks

Select the appropriate permissions for Schedule - My Tasks:

• Create: Allows users to create a new task for themselves. If Create permission for All Tasks is also granted, users can also create new tasks for anyone else. Requires the Read permission in order to work.
• Update: Allows users to update a task for which they are responsible. If Update permission for All Tasks is also granted, users can also update tasks for anyone else. Requires the Read permission in order to work.
• Read: Allows users to view tasks for which they are responsible. If Read permission for All Tasks is also granted, users can also view tasks for anyone else.
• Delete: Allows users to delete a task for which they are responsible. If Delete permission for All Tasks is also granted, users can also delete tasks for anyone else. Requires the Read permission in order to work.

Note: If permissions for All Tasks have been set, permission settings for My Tasks have no effect. For example, granting Update permission for All Tasks will allow users to update their own tasks, regardless of the Update setting for My Tasks.

To control the types of tasks for a user

Select the appropriate permissions for Schedule - Task Type:

• Manage Current Tasks: Allows users to work with current tasks (in other words, tasks that are not baselined or approved).
• Manage Baselined Tasks: Allows users to work with baselined tasks.
• Manage Approved Tasks: Allows users to work with approved tasks.

These permissions behave as additional filters for the All Tasks and My Tasks permissions. For example, once it has been decided that Mary can only access her own tasks, should she be further restricted to only her own current tasks?

To control the user's access to the Gantt

Select the Gantt options users are allowed to see:

• Combined View: Click the Combined View icon to show or hide the Combined View button on the Gantt toolbar.
• Reschedule to Status Date: Click the Reschedule to Status Date icon to show or hide the Reschedule to Status Date button on the Gantt toolbar.
• Spreadsheet View: Click the Show Spreadsheet View icon to show or hide the Spreadsheet View button on the Gantt toolbar.

For more information about these Gantt options, see "About the Gantt Toolbar".  

Understanding "All Tasks" vs. "My Tasks" Permissions

The important thing to understand is that permissions for Schedule - All Tasks override permissions for Schedule - My Tasks, but only when permission has been granted. Where permission has not been granted, the settings for My Tasks take effect. To help you understand this, refer to the following chart.

Note: In the chart below, "task" means creating, reading, updating, or deleting.