Project Ledger user roles
This table shows a high level overview of the tasks that can be performed by each role.
User role | Tasks |
---|---|
Project Administrator | Responsible for Project Ledger setup. This role has access to finance enterprise group and Global Ledger setup that is required for projects. |
Project Accountant | Responsible for the accounting and processing for Project Ledger. This role has access to Global Ledger processing that is required for projects. |
Project Manager | Responsible for managing and monitoring their projects. This role has access to view projects where they are assigned as the person responsible. |
Project Resource | Responsible to specify project effort for the projects that are assigned. |
Project Certifier | Responsible for managing employee assignments and effort for people in their department. Responsible to define, approve, and certify effort percentages for employees where they are designated as the primary certifier. |
These options are available for a role that has access to only view data:
- Start with a Project Ledger processing role and remove any processing security classes.
- Start with a Financials Viewer role and remove all other modules. Attach security classes to the role to automatically remove the menu items for each of the other modules.