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Projects — Permissions

Overview

This page documents the permissions used in the Projects feature. Permissions determine which transactions a user can access and which actions are available within them.

For general access concepts and permission categories, see: Permissions & Access

Permissions by transaction

Usage

Permission Grants access to
view Access the Projects transaction (/projects). Without this permission, the user is redirected when attempting to open the page.
edit Edit all project tabs (information, resources, departments, budget, equipment), assign departments, open a closed project (TCLS or FINA → ACTV), and finalize a project via the emergency bypass action.
Project creation The "+ New Project" button at the top of the list. Allows creating a project manually without an existing CPO or quote.

Workflows

Permission Grants access to
technical closure The "Check technical pending" row action on ACTV projects, and the "Technical closure" confirmation button within that panel. Moves a project from ACTV to TCLS.
finance closure The "Financial closure" or "Pending financial" row action on TCLS projects. Controls access to the financial closure validation and confirmation flow.
pos version approval The ability to approve a CPO version that requires direction sign-off. Shown in the CPO management screen (/pos/{id}).
pos new version The ability to create a new version of an existing CPO. Shown in the CPO management screen.

Additional visualization and edits

Permission Grants access to
view cost and income The cost, real income, current profit, and potential profit columns in the project list. Without this permission these financial columns are hidden from the table.
project metrics The "Project metrics" button at the top of the list and the "Project metrics" row action. Allows viewing and rating project performance dimensions. Available on ACTV and TCLS projects.
pos view The "CPOs" row action, which opens the CPO management screen at /pos/{id} for the selected project.

Exceptions

Permission Grants access to
mismatch cpos Email notifications when CPOs have amount mismatches, and access to the mismatch resolution action within the CPO screen. Direction role typically holds this permission.

Notifications

Permission Grants access to
email project creation Email notification whenever a new project is created — whether automatically via a quote approval or manually via "+ New Project." The project manager always receives this notification regardless of this permission.

Permission name casing

Project creation is stored in the system with an uppercase P. When assigning this permission in the admin panel, use the exact label Project creation. Using project creation (all lowercase) will not work.

Typical role mapping

  • Sales representative

    • view
    • edit
    • Project creation

  • Project manager

    • view
    • edit
    • view cost and income
    • project metrics
    • technical closure
    • email project creation

  • Finance / Controller

    • view
    • view cost and income
    • finance closure
    • pos view
    • pos new version
    • pos version approval
    • email project creation

  • Direction / Management

    • view
    • view cost and income
    • project metrics
    • pos view
    • pos version approval
    • mismatch cpos
    • email project creation

Troubleshooting access

  • If the Projects menu item is missing, confirm view is assigned.
  • If cost, income, or profit columns are not visible, confirm view cost and income is assigned.
  • If "Check technical pending" is missing on an ACTV project, confirm technical closure is assigned.
  • If "Financial closure" is missing on a TCLS project, confirm finance closure is assigned.
  • If the "+ New Project" button is not visible, confirm Project creation is assigned (capital P).
  • If the "Project metrics" button and row action are missing, confirm project metrics is assigned.
  • If project creation emails are not arriving, confirm email project creation is assigned.
  • If the CPO row action is missing, confirm pos view is assigned.

For system-wide troubleshooting, see: Permissions & Access