Project Center Tenth Edition Help  

 

Project Center Administration Activity Center Permission Sets tab

Use this activity center to create and manage permission sets for all Info Exchange activity centers. Permission sets determine which items are displayed for internal and external project team members for each Info Exchange activity center. The permissions configured here apply to all projects on Info Exchange. After configuring permission sets, you can apply them to users.

1   This activity center is only available to Project Center administrators. Administrators are listed in the Licensing tab. If no administrators are listed, all Project Center users have administrative privileges until the first administrator is added.

1   Switching tabs does not update the information in this activity center. Click the button to get the latest information.

Internal vs. external Info Exchange users

Internal and external users are handled differently on Info Exchange with respect to permission sets. This is how Project Center determine if a user has privileges on a project item:

        For an internal user, check the user's roles; if allowed, also check the permission set.

        For an external user, check the permission set only.

1   External users don’t have roles.

The following list shows all available tasks for the Permission Sets tab.

     Import Permission Sets

Click to open the Select Spreadsheet dialog box to select the Microsoft Excel spreadsheet containing the permission sets that you want to import into Project Center.

For example, you could use this task to import values that were entered in a spreadsheet to save time instead of manually entering them, as it is generally faster to import values from a spreadsheet.

You can access the sample permission sets spreadsheet template supplied with Project Center in its default location on the Project Center Server: C:\Program Files (x86)\Newforma\Tenth Edition\Newforma Project Center Server\SQL\data\Permission Sets.xlsx.

     Export Selected

Click to open the Save Template dialog box to save the selected permission sets to a Microsoft Excel spreadsheet to use as a template

     Export Permission Sets

Click to open the Save Template dialog box to save all permission sets to a Microsoft Excel spreadsheet to use as a template.

For example, you could export the default settings to a spreadsheet, edit the values in the spreadsheet, then re-import it into a project to save time. You could also export settings to save a record of them prior to making any major changes, so that you could later revert back to the original settings if necessary. Or, if your Project Center Servers cannot replicate with each other due to physical limits, you could use one permission sets template to set up two servers that have identical settings.

     Access Newforma Support

Click to open the Newforma support website.

     Close Administration Console

Click to close this activity center and return to the My Project Center activity center.

Project Center Administration

Permission Sets for Project Center Activities

Use this section to add and edit Info Exchange activity center permission sets and settings. As an administrator, you can create permission sets and assign them as the default for internal and external project team members for each activity center for all projects on Info Exchange. You can also apply unique permission sets to individual project team members using the Modify Project Team Member dialog box.

Name

The name of each permission set. Each lists contains its own set of permissions for each activity center. You can edit the permissions in a list by clicking Modify to open the Modify Permission Definitions for Set dialog box.

Description

The description of the permission set.

Add

Click to open the Add a Permission Set dialog box to add a new permission set that can be applied to internal or external users. You must then click Modify to configure the permissions for each activity center. After a set is created, you can apply it to internal and external project team members as the default.

Add Similar

Click to open the Add a Permission Set dialog box to add a new permission set with the same settings as the one selected that can be applied to internal or external users. You must then click Modify to configure the permissions for each activity center. After a set is created, you can apply it to internal and external project team members as the default.

Rename

Click to open the Edit a Permission Set dialog box to rename the selected permission set.

Remove

Click to remove the selected permission set. You will be prompted before it is removed.

1   Do not remove the Internal User and External User permission sets. Doing so will result in Project Center Server errors.

Modify

Click to open the Modify Permission Definitions for Set dialog box to set the permissions for each activity center.

 

Default Permission Sets

After you have configured permission sets above, select the permission set from the drop-down list to use to use as the default for internal and external project team members. The list contains the permission sets from the Permission Sets for Project Center Activities section above.

Internal Users

Select the default permission set from the drop-down list to apply to internal Project Center users.

External Users

Select the default permission set from the drop-down list to apply to external Project Center users.

Save Changes

Click to save your changes.

Permissions chart

The Modify Permission Definitions for Set dialog box displays the settings for each permission set in a chart form.

 

To access this activity center

Click Project Center Administration from the Tasks panel of the My Project Center activity center or from the Activities list, then click the Permission Sets tab.