Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 2 · Security and Data Access
Lab: build the access matrix, then build to it
Lesson 21 of 198 · 2 min
Meridian Consulting. This scenario carries through the whole course. Meridian delivers client projects and runs internal initiatives. Two business units: Consulting and Engineering. Finance is central — one project accountant and one billing specialist covering both. Each business unit has a resource manager and several project managers. Delivery consultants record time and expenses. MARGIN DATA MUST NOT BE VISIBLE TO DELIVERY CONSULTANTS. That is a requirement, not a preference. It is failure case five, written into the brief, and the acceptance criteria check you addressed it. Eight deliverables. A completed access matrix — role by business unit by project role — BEFORE any configuration. Before, and the criteria check it matches what you built. Then the users, the grants by role, at least one user with access to one business unit only, demonstrated, and project team membership demonstrated as a separate access dimension. A written note distinguishing, for three specific…
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In this module: Module 2 · Security and Data Access
- 1The PPM security shape
- 2Project role versus job roleFree preview
- 3The roles a PPM project needs
- 4Provisioning users
- 5Business unit data access
- 6Project unit and project-level access
- 7Segregation of duties in project accounting
- 8What breaks
- 9Lab: build the access matrix, then build to it