Background documentationAuthorizations Using Project Workspace Roles

 

Project managers can use this function to manage project-based access control through the assignment of users to roles and the assignment of responsibilities to team members.

Prerequisites

You have carried out the following activities and settings:

  • Created users with the required PFCG roles to access SAP Commercial Project Management.

  • Created access control groups, assigned access control groups to master project roles, and activated the usage of access control in master projects, in Customizing for SAP Commercial Project Management, under Start of the navigation path Master Data Next navigation step Master Project End of the navigation path:

    • Define Access Control

    • Define Role Profiles

    • Make Settings for Master Projects

Process

Project managers can control access to data and functions based on the needs of each role and specific tasks assigned to each member.

  1. Create master project teams

    Using the Team Structure page of Project Workspace, create the master project team and its structure, along with the roles required in each team.

  2. Assign users to teams and roles

    In this step, you assign members to the various roles in the master project team. With this assignment, members inherit the access controls that have been defined for their role.

  3. Assign responsibilities to team members

    In this step, you assign members with specific responsibility for business objects in the master project structure or financial plans for the master project. With the assignment of responsibility, the member’s access control is restricted only to the objects for which they are responsible.

    Note Note

    While assigning responsibility for business objects, you can allow a member to inherit responsibility for all subobjects too.

    End of the note.