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Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 2 · Security and Data Access

Business unit data access

Lesson 17 of 198 · 12 min

Open the business unit data access task. Grant the project accountant access to one business unit, by role rather than by user, and explain the difference. Sign in and show the previously-empty page populated. Show a second business unit still invisible, grant it, and show the change. THE BEFORE-AND-AFTER LOGIN IS THE LESSON. See both — back to back, uncut. Grant by role. Staff turnover is the same argument it always is. Multi-business-unit clients need a grid. Build it before configuring.

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In this module: Module 2 · Security and Data Access

  1. 1The PPM security shape
  2. 2Project role versus job roleFree preview
  3. 3The roles a PPM project needs
  4. 4Provisioning users
  5. 5Business unit data access
  6. 6Project unit and project-level access
  7. 7Segregation of duties in project accounting
  8. 8What breaks
  9. 9Lab: build the access matrix, then build to it