Creating project roles

Creating project roles allows you to maintain various levels of access to the project.

To create a new project role:

1. Open the Project Roles tab.

   1. Open the Project Administration Console.
   2. Click the Project Roles link.
      The Project Roles tab is displayed.

2. Click the New button.
   

   A new role appears in the Project Role list.

3. Provide a name for the project role.

4. Provide a description for the project role.

5. Select the privileges you want to grant to the project role.

   Place a checkmark beside the privileges that are applicable to the project role:

   Privilege	Description
   Read	Provides the ability to view artifacts.
   Create and Edit	Provides the ability to modify and publish artifacts. If the Create and Edit privilege is granted, the Read privilege is automatically granted.
   Delete	Provides the ability to delete artifacts.
   Trace	Provides the ability to create trace relationships between artifacts. If the Trace privilege is granted, the Read privilege is automatically granted. Note: In order to create a trace, the user must also have Create and Edit permissions on at least one of the artifacts.
   Comment	Provides the ability to add new comments and replies. If the Comment privilege is granted, the Read privilege is automatically granted.
   Delete Any Comment	Provides the ability to delete comments and replies.
   Steal Lock	Provides the ability to steal the lock from other users. If the Steal Lock privilege is granted, the Read and Create and Edit privileges are automatically granted. Warning: Stealing a lock discards all unpublished changes of the user that previously held the lock.
   Can Report	Provides the ability to produce Blueprint Analytics reports. If the Can Report privilege is granted, the user can produce Blueprint Analytics reports using the project data in PowerPivot. Note: Blueprint Analytics reporting requires a Blueprint Analytics license.
   Share via Home Page	Provides the ability to share projects and artifacts to the Home page, allowing all other users with author or collaborate licenses to view the item under Shared Items.
   Reuse	Provides the ability to reuse artifacts that have standard artifact types.
   Excel Update	Provides the ability to update artifacts by importing a Microsoft Excel spreadsheet containing artifact data. Note: Excel Update must be enabled in the Instance Settings (Instance Administration Console) for the Excel Update role privilege to be available.

6. Select the project administrator role with the administrative privileges that you want the project role to have.

7. Click Save.

After you have created a project role, you may want to assign users or groups to the role. You can also modify the project role details or privileges at any time.

Learn More

Modifying project roles

Defining and managing project roles

Blueprint Documentation|Blueprint eLearning|About Blueprint ??2015 Blueprint Software Systems Inc. All rights reserved Last updated: 10/7/2015