Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Projects under Service Automation Administration supports how a user is able to perform in the Projects Module to manage their location's project. Projects offers the ability to add:

  • Project Reviewers. 
  • Project Approvers. 
  • Project Rules. 
  • Types & categoriesCategories. 
  • General configurationConfiguration

Having Project Manager, Financial Manager, Financial Manager Admin, Admin access in Service Automation

Having the Project Manager permission allows you to access the Project Module to create, manage, and review projects. Having Financial Manager and Financial Manager Admin access gives users the ability to create Budgets for projects and approve the Budget for a single project. Adding the role would be under Admin-PermissionsUsers with either the Admin or Super Admin role can assign users to Projects in Admin > Permissions, as illustrated below

Live Search
spaceKeySCU
additionalpage excerpt
placeholderSearch our Knowledge Base
typepage

Panel
titleColor#ffffffwhite
titleBGColor#5fa7d0borderStylegroove
titleIn Articles in this ArticleSection

toc

Child pages (Children Display)
maxLevel
all
3
true
minLevel
depth
2
1
indent
excerptType
20px
simple

Image RemovedImage Added

Panel
titleColorwhite
titleBGColor#75a346
titleRelated Articles

Filter by label (Content by label)
showLabelsfalse
max8
showSpacefalse
sorttitle
cqllabel in ( "administration" , "permissions" , "projectsmodule" , "projects" , "financialmanager" , "financialmanageradministration" , "projectmanager" ) and space = currentSpace ( )