User permission options

Create projects

User has the right to create new projects.

Release project request

Right to release the created project requests.

Access list

Right to read the list of a project.

 For more information see List.

Access work packages

Right to read all work packages in the project

  For more information see Work packages.

Access time tracking

Right to read all time tracking entries of a project

For more information about time tracking, see the category Time tracking.

Access documents

Right to open and read all documents of a project.

For more information about documents, see the category Documents.

Edit projects

Project can be changed. This right is a prerequisite for all actions which allow users or roles to modify data.

Edit project contacts

Project contacts can be added, changed or deleted. It allows the user to control the roles of persons in a project.

For more information, see the category Management.

Access project notes

Right to read other team members' project notes on the Management page. 

TIPP Please find more information on the topic of project notes in the Create and change comments section.

Lock projects

Project can be locked for other users. Users without the respective permission may not edit locked projects and cannot remove the lock.

For more information on how to lock a project, see Add other project information.

Edit mind maps

Allows adding, changing and deletion of all mind maps of a project.

For more information about mind maps, see the category Mind maps.

Edit planning

Allows adding, changing and deletion of all planning elements of a project.

For more information about planning, see the category Planning.

Edit own time tracking entries

Allows adding, changing and deletion of own time tracking entries of a project.

For more information about a time tracking entry, see Create and edit a time tracking item.

Edit budgets

Allows adding, changing and deletion of all budgets and budget assets of a project.

For more information about budgets and budget positions, see the category Budgets.

Create address books

User has the right to create new address book.

For more information see Add, manage or delete an address book.

Edit address books

Allows modifying address books.

Edit own address books

Right to change own address books

Use existing reports

All reports can be used. The InLoox PM report generator filters the data for which the user does not have permission out of the report (e.g. if no right to read budgets has been granted, no budget data will be included in the exported reports.)

Administrator

Controls access to master data maintenance and administrator functions. These include the following menu commands in the InLoox PM Ribbon (in Outlook 2007 InLoox PM Toolbar) and Options:

• Edit planning templates  Right to rename and delete InLoox PM planning templates.
• Edit budget assets  Right to create, change and delete InLoox PM budget assets.
• Edit budget state  Right to create, change and delete InLoox PM budget states.
• Edit notifications  Right to change Notification templates.
• Edit categories  Right to create, change and delete InLoox PM categories.
• Edit custom fields  Right to create, change and delete custom fields.
• Remove project locks  Right to remove data record locks.
• Recycle projects  Right to restore or permanently remove deleted projects.
• Licenses  Right to add and delete InLoox PM license keys.
• Options  Right to change the InLoox PM options. Incorporates the right to change permissions.