Project Planning Access to Content

Project Planning uses direct access responsibilities, instead of baseline behavior responsibilities, to determine whether you can access a specific project, and whether you have permission to perform specific actions on it. For more information, see Controlling Direct Access to Content.

This page discusses:

Content Creation

Any person with access to Project Planning can create a project. The user who creates the project is automatically assigned the Leader responsibility for it. Each project is accessible only by its Leader when it is created.

Responsibilities

Any Leader of the project can share the project with other users and user groups to assign them one or more responsibilities. Each responsibility defines a group of permissions for objects, including the ability to access them. For more information, see Sharing Objects with Other Users.

A Leader can add users and user groups as members of the project and assign them one or more responsibilities. Each responsibility defines a group of permissions for a project, including the ability to access it. For more information, see Members.

The following responsibilities and permissions are available for all object types:

Permission Leader Author Viewer
Create
Modify
Delete objects you own
Delete objects owned by others
View
Transfer ownership
Note: Access on a constraint in the Schedule view is based on a user’s access on either the “Dependency From” or “Dependency To” object.

Attaching and detaching child projects involves the user responsibility on the parent project, as shown below:

Action Parent Project Responsibility
Leader Author Viewer Non Member
Attach a child project as a Leader
Attach a child project as an Author/Viewer
Detach a child project as a Leader
Detach a child project as an Author/Viewer or Non Member

Content Lifecycles

Lifecycle State Project Task Milestone
To Do The project is created. The task is created but not started. The milestone is created.
In Work The project is started and worked on. The task is being worked on. When a task changes from To Do to In Work, the actual start date is set to the current date. However, if the task has a fixed end date that is in the past, the actual start date is set to the estimated start date. The milestone is active.
Completed The project is finished. The task is finished. The milestone has been achieved.
Responsibility Lifecycle Action
Leader Can promote tasks in the states of To Do and In Work.

Can promote projects and milestones in the state of In Work.
Author Can promote tasks in the states of To Do and In Work.

Can promote projects and milestones in the states of In Work.
Viewer Cannot perform any lifecycle changes.