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

What breaks

Lesson 20 of 198 · 3 min

"This user cannot see what they should." Check in this order. One. Do they have the job role for that function? Two. Was role regeneration run — and have they signed out and in? Three. Do they have business unit data access for that business unit? Four. Do they have access to that project unit? Five. Are they on the project team, and in a project role that permits this? Six. Do they have the employee abstract role? Six checks, and three of them are the three dimensions from Lesson 1. Then seven cases. One. "The project manager can see the project but not the financial plan." Project role, not job role. The single most common PPM access question. Two. "The accountant sees no projects at all." Business unit data access. Three. "A new hire has no access to anything." No person record — or no abstract role. The HCM

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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