How to manage project roles in FlexiProject
FlexiProject
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How to manage project roles in FlexiProject
5 просмотров · 2 нед. назад
FlexiProject
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5 просмотров · 2 нед. назад
How to define project roles in FlexiProject, set the minimum permissions they give on each project tab, and assign people to them in projects. Project roles are also used in project charters, approval paths, and report filters and columns.
📌 In this video:
• Project roles in System settings (available only to system administrators)
• The built-in Project manager role: full permissions, cannot be deleted, translated into every language of the app
• Adding a role: name and minimum permissions per tab (No access, View, Admin)
• The Project administrator option: Admin on all tabs and access to the project settings (gear icon)
• Assigning people in Project roles and permissions, and role tags in the list of project permissions
• Role fields in the project charter and the Project roles group in charter templates
• Roles as approvers in approval paths, replaced by the people assigned in the project
• Filtering a project report by role, for example all projects of one sponsor
• Showing roles as report columns (Column settings, drag and drop)
• A tip: use roles that come from the project, not from the organization structure
⏱️ Chapters:
0:00 Project roles in system settings
0:34 Adding a role and its permissions
1:15 Assigning roles in a project
1:52 Roles in the project charter
2:16 Roles in approval paths
2:50 Filtering reports by role
3:09 Roles as report columns
3:35 A tip on choosing roles
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FlexiProject, project management software, PPM software, Project Portfolio Management Software, project schedule, project roles, project permissions, approval paths,