Project management
Project management refers to all the operations involved in a project lifecycle.
What is this section about?
Project management includes:
- Project creation
- Project planning
- Project reporting
- Project monitoring
- Project delivery
Who is this section for?
The operations detailed in this section can be performed by administrators, lead project managers, project managers:
- Administrators are users who are part of the Administrator default group located in the Root folder. Administrators have access everywhere (any folder).
- Lead project managers are users who are part of the Lead Project Manager group in a customer folder. Lead project managers have the same permissions (can do the same things) as administrators, but only at customer folder level. Administrators create Lead Project Manager groups and add users to these groups for each customer where this is necessary.
- Project managers are users who are part of a Project Manager group (the default group located in the Root folder or a customer-specific group located in a customer folder). Administrators can add project manager users at Root folder level and customer-folder level, while lead project managers can add project manager users at customer-folder level (and customer child folders).