Authorizing a project manager to run evaluations

General

Usually only the respective project managers (members of the loose group XX-PTM-ProjMngr ) are permitted to evaluate the projects assigned to them. How to grant such a permission is described below.

Permissions granted for a main project also apply to all subprojects!

Creating a new project

Creating a new project is described in detail in the chapter New project.

Granting the permission

After the relevant project has been created or selected, navigate to the Permissions tab.

Clicking Add permission displays a new row for entering the details.

In the Permission type column, select Person.

An input field then also appears in the Executor column. Here you can select the desired employee (by direct entry with the AutoComplete function or by clicking the correct row):

Because the selected employee (project manager) is to be authorized to view all project efforts and to create evaluations/reports, the last step is to check the box in the Reports column:

Valid from and Valid until
With these parameters, you can optionally limit the validity period of the permission - if nothing is entered, the current date is automatically used as the from date and 01.01.3000 as the until date.

Delete
By clicking in the column with the delete icon , permissions that have already been entered can be revoked at any time.

Clicking Save finally applies the entry, whereby the employee receives the permission. Clicking Cancel discards the entry.