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Access grants for accessing Project workflow actions?

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happa
Super Contributor.

Access grants for accessing Project workflow actions?

Hello,

 

We are currently using PPM version 9.14.0002.

 

Can anyone please leyt me know what is/are the access grants one should have to access the Project workflow actions?

I mean to be able to able to promote the projects to next steps.

 

We are facing an issue where a user who is the Project Manager(Operational Project Leader) cannot promote the projects to next steps (cannot even view the buttons of available actions) even though having the "Projct mgmt: Edit Projects" access grants assigned to him.

 

Please let me know what is/are the access grants one should have to access the Project workflow actions?

 

Thanks in Advance,

Santhosh

3 REPLIES
Utkarsh_Mishra
Acclaimed Contributor.

Re: Access grants for accessing Project workflow actions?

Check the securty at workflow step; it is also driven by that.

 

Secodly the user should also be given "Edit Request" grant in USER ACCESS tab within Project Request type.

Cheers..
Utkarsh Mishra

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happa
Super Contributor.

Re: Access grants for accessing Project workflow actions?

Hi Utkarsh,

The scenario here is that the Operation Project Leader can be anyone even with a simple PPM-User access grants. So when a user is assigned as project leader, he/she should be able to access the project phase steps buttons only of the projects for which he/she is assigned.

Please let me know hot to configure the above scenario?
Utkarsh_Mishra
Acclaimed Contributor.

Re: Access grants for accessing Project workflow actions?

Just add this token in User access tab within Request type; and also add this token in Workflow step security.

 

On doing so they will be able to edit request and will be able to take workflow action.

Cheers..
Utkarsh Mishra

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