Resource setup by lead project managers
As lead project manager in the Customers folder or a specific customer folder you can do more things than project managers from various locations. Therefore, it is important to understand how the location where you store your resources impacts the way users (yourself and your project managers) can see, use, edit, delete resources.
This topic explores the impact of location on resources and projects for the following users:
- As lead project manager in the Customers folder (user included in the Lead Project Manager group in the Customers folder)
- As lead project manager in a specific customer folder (user included in the Lead Project Manager group in a customer folder) -
- As project manager in the Root folder (user included in the Project Manager group in the Root folder)
- As project manager in a specific customer folder (user included in the Project Manager group in a customer folder)
Creating resources and projects (all folders are public)
- I am a lead project manager located in the Customers folder:
- I can create resources and projects only in the Customers folder (where I am located) and its children.
- I can add customer folders under the Customers folder, which mean I can add as many children as I want to the Customers folder.
- I can add users and groups in the Customers folder and its children.
- I am a lead project manager located in a customer folder:
- I can create resources and projects only in the customer folder (where I am located) and in my customer folder's children.
- I can add customer folders under my customer folder, which mean I can add as many children as I want to my customer folder.
- I can add users and groups in my customer folder and its children.
- I am a project manager located in the Root folder:
- I can create resources (the ones I have permissions for) in any location I want (Root folder, Customers folder, customer specific folders).
- I can create projects in any location I want (Root folder, Customers folder, customer specific folders).
- I am a project manager located in a customer folder:
- I can create resources (the ones I have permission for) only in the customer folder where I am located (my folder) and in my customer folder's children (my descendants).
- I can create projects only in the customer folder where I am located (my folder) and in my customer folder's children (my descendants).
Editing and deleting resources and projects
- I am a lead project manager located in the Customers folder:
- I can edit/delete the resources only from the Customers folder where I am located (my customer folder) and its children (my descendants).
- I can edit/delete the projects only from the Customers folder where I am located (my customer folder) and its children (my descendants).
- I am a lead project manager located in a customer folder:
- I can edit/delete the resources only from the customer folder where I am located (my customer folder) and its children (my descendants).
- I can edit/delete the projects only from the customer folder where I am located (my customer folder) and its children (my descendants).
- I am a project manager located in the Root folder:
- I can edit/delete the resources (the ones I have permissions for) from any location I want (Root folder, Customers folder, customer specific folders).
- I can edit/delete the projects from any location I want (Root folder, Customers folder, customer specific folders).
- I am a project manager located in a customer folder:
- I can edit the resources (the ones I have permission for) only from the customer folder where I am located (my folder) and from my customer folder's children (my descendants).
- I can edit the projects only from the customer folder where I am located (my folder) and from my customer folder's children (my descendants).
Copying resources
- I am a lead project manager located in the Customers folder:
- I can copy the resources (translation engines, workflows, file type configurations, project templates) from the Customers folder and its child folders (my descendants).
- I can save the resources in the Customers folder and its child folders.
- I am a lead project manager located in a customer folder:
- I can copy the resources (translation engines, workflows, file type configurations, project templates) from my customer folder and its child folders (my descendants).
- I can save the resources in my customer folder and its child folders.
- I am a project manager located in the Root folder:
- I can copy the resources (translation engines, workflows, file type configurations, project templates) from any location I want (Root folder, Customers folder, customer specific folders).
- I can save the resources to a location of my choice.
- I am a project manager located in a customer folder:
- I can copy the resources (translation engines, workflows, file type configurations, project templates) from my customer folder and its child folders (my descendants).
- I can save the resources in my customer folder and its child folders.
Using resources to create other project resources and projects
- I am a lead project manager located in the Customers folder:
- I can use the resources from the Customers folder (my folder), the ones I inherit from the Root folder or parent folder, but not the ones from my customer folder's children to create other resources or projects in the Customers folder.
- I can use the resources from the Customers child folders and the ones inherits from above to create other resources or projects in my child folders.
- I am a lead project manager located in a customer folder:
- I can use the resources from the customer folder where I am located (my folder), the ones I inherit from the Root folder or the Customers folder, but not the ones from my customer's child folders to create other resources or projects in that customer folder.
- I can use the resources from my customer folder's children and the ones the children inherits from above to create other resources or projects in my customer folder's children.
- I am a project manager located in the Root folder:
- I can use the resources from the Root folder to create other resources (e.g. project templates) or projects in the Root folder.
- I can use the resources from a customer folder and the resources the folder inherits from above to create other resources or projects in that customer folder.
- I am a project manager located in a customer folder:
- I can use the resources from the customer folder where I am located (my folder), the ones I inherit from the Root folder or Customers folder, but not the ones from my customer folder's children to create other resources or projects in my customer folder.
- I can use the resources from my customer folder's children and the ones the children inherit from above to create other resources or projects in my customer folder's children.
Viewing and editing projects
- I am a lead project manager located in the Customers folder. I can see and edit the projects only from the Customers folder (my folder) and its child folders (my descendants).
- I am a lead project manager located in a customer folder. I can see and edit the projects only from the customer folder where I am located (my customer folder) and its child folders (my descendants).
- I am a project manager located in the Root folder. I can see and edit the projects from any location I want (Root folder, Customers folder, customer specific folders).
- I am a project manager located in a customer folder. I can see and edit the projects only from the customer folder where I am located (my customer folder) and its child folders (my descendants).
What happens when a folder is private?
- If you store resources in the Customers folder, users from all descending folders can see and use the Customers folder resources.
- If you store resources in public customer folders, all Root users and all the customer folder users can see and use these resources.
- If you store resources in private customer folders, all Root users and the customer folder users (everyone who is above) can see and use these resources, but the users from the children of private customer folders cannot see and cannot use these resources.