Hello,
I am very new to Acumatica and I’m attempting to figure out the best setup for project manager user roles/access. We want them to be able to look at project budgets/costs. What roles have others granted project managers so they can see project costs, but really not anything else?
Hi
I would suggest looking at the Construction Project Manager Dashboard, that may help you with what you want to grant access to
You could also suggest that Acumatica creates user roles for projects as they have with manufacturing.
Hello,
In any new role, I consider hiding ‘Preferences’ settings from most employees. If you like this idea you’ll need 2 roles, one who can change screens like Labor Rates, Billing Rules and one that can only view Preferences screens.
Project Managers will likely need some rights in AR/AP. For example, if the PM’s approve POs and AP Bill lines that are connected to their projects, they will need to view AP Bills & POs, and possibly change AP Bills & POs (such as if the bill was keyed to correct project but incorrect task). It’s easier for a PM to make a change and then approve, than to reject the document and send it back.
Project Managers usually need rights to Approvals screens & processes.
Depending on whether you’re using Time & Expense, project managers will need to view & possibly update time entries, expense claims. (I suggest use the Company Tree for time & expense approvals, to allow the PM’s to see entries of those employees they supervise.)
If you issue inventory items to projects, Project Managers may like to see some inventory screens/reports, such as to gauge stock levels, to see whether materials were issued/transferred to the job site.
Last, have you asked the project managers for a list of things they need to see? Ask them to what screens they had access in the prior system.
Laura
Hello,
I am very new to Acumatica and I’m attempting to figure out the best setup for project manager user roles/access. We want them to be able to look at project budgets/costs. What roles have others granted project managers so they can see project costs, but really not anything else?
What did you guys end up doing? We are struggling with this too.
Lana, our partner was never able to get us where we wanted to be, without customization. We passed on the customization because we decided to go back to our old system.
Hi
Have you looked at Row Level Security with Project Access?
Our partner was not able to establish without a customization a way for a project manager to see complete project totals, including Labor and Burden, without disclosing line item detail on employees’ pay rates. We could not achieve inclusion of Labor and Burden totals only. If access was restricted with respect to labor and burden, the labor and burden costs were literally excluded from the project totals that the PM had access to, which did not give them a true reflection of the project cost. Maybe my partner was just that bad...
HI
You use the business event functionality for monitoring business events that occur in the system as users perform business processes. Business events are particular actions, data changes, or conditions that require user attention in your company. By setting up business event monitoring, you ensure that these business events will not be missed, without individual users needing to spend their time performing manual monitoring.
Thank you
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