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. The Project Manager is the role that is used by the Principal Investigator (PI) and Grant Administrator. They can view contract lists and open items and related transaction lists for projects that are assigned to them. The PI and Administrator lists are filtered by Project Personnel when the actor has the Principal Investigator role and Administrator role.
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.