Program and Contract Management Access to Content

The 3DEXPERIENCE platform is a collaborative environment for managing your business processes based on defined responsibilities and content lifecycles that provide secure access to content.

This page discusses:

Content Categories

Depending on your access role, you can create and manage the following types of content with Program and Contract Management.

Content Type Category
Programs Definition
Contracts
Subcontracts
CLINs
CIs
WBS Specification
WBSE
Contract Requirements
Contract Templates
Sales Orders
Projects
TPMs
Resource Requests
Proposals
Proposed Projects
Department Projects
Common WBSE
Reports
DRLs
Contract Milestones
DIDs
Certification Projects
Regulations

The content you can access and the tasks you can perform depend on your access role. For more information, see 3DEXPERIENCE Platform: Content Categories.

Access Roles

Program and Contract Management uses the 3DEXPERIENCE platform 3DSpace baseline access roles that your business administrator assigns to you. The table below describes the level of access for each role.

Access Role Description
Reader Views personal management data.
Contributor Adds deliverables to contract artifacts.
Author Creates contracts and contract artifacts in any context.
Leader Creates and manages contracts and programs.

The table below describes the level of access for administrative tasks.

Access Role Description
Administrator Creates and manages contracts and programs.

Restricted roles allow partners to access content owned by their company within a specific collaborative space. The table below describes the level of access for restricted roles for design tasks.

Access Role Description
Reader (Restricted) Has read access to any content owned by their organization.
Contributor (Restricted) For content owned by their organization, can perform the same actions as a Contributor, except any creating or modifying actions.
Author (Restricted) For content owned by their organization, can perform the same actions as an Author, except any creating or modifying actions.
Leader (Restricted) For content owned by their organization, can perform the same actions as a Leader, except any creating or modifying actions.

The Owner (Restricted) access role can perform the same actions as an Owner for content owned by their organization, except any creating or modifying actions. The Owner (Restricted) access role can only invite people, which are assigned the Owner (Restricted) access role to the context collaborative space and organization.

If your company chose to use app-specific responsibilities instead of the baseline responsibilities, the following table shows how the responsibilities map to each other.

Baseline Access Role App-specific Access Role Description
Reader Global User View personal management data
Contributor Data Manager Manages DRLs and submittals.
Subcontractor Adds deliverables to contract artifacts.
Subcontract Administrator Manages subcontracts and adds deliverables to contract artifacts.

Inherits all access from Project Lead and Requirement Manager. For more information, see Project Management and Traceable Requirements Management.

Author Contracts Manager Creates contracts and contract artifacts in any context.

Inherits all access from Financial Reviewer, Project Lead, and Requirement Manager. For more information, see Project Management User's Guide and Traceable Requirements Management User's Guide.

Data Manager Manages DRLs and submittals.
Program Controls Specialist Manages the data related to the contract.
Leader Contracts Manager Creates and manages contracts and programs.

On premises only: The following table shows how the responsibilities map to each other for administrative tasks.

Baseline Access Role App-specific Access Role Description
Administrator Contracts Manager Creates and manages contracts and programs.

The access roles provide hierarchical access. For example, a Contracts Manager includes all access that a Project Lead has, plus additional specific accesses. For the baseline access roles, Leader includes all access that an Author has (who has all access that a Reader has) plus additional specific accesses. In the above table, an access role has all the accesses of the roles that appear above it.

Your business administrator can configure rules that change the default access behavior.

On premises only: Your business administrator can change the default responsibilities that control your access to commands, content, and collaborative spaces. Companies can also implement additional customized responsibilities.

This guide describes the default behavior when describing access to content or commands.

Your access to content or commands is determined by more than your responsibility. The current collaborative space, your organization, the current lifecycle state of the content, the app you are using, and other customizations all affect whether you can access content or commands. You might have access to some content or commands only under certain conditions.

For more information, see 3DEXPERIENCE Platform: Responsibilities.

Content Lifecycle

For information about the lifecycles for content managed by Program and Contract Management, see Content Lifecycles.