Table view of all settings which drive which projects are available for a user.
In the Project Manager is defined which projects are available for a user. There are 5 settings which drive this list of projects:- The responsibility 'Access to projects' in the Project Portfolio Manager role. The options are:
- My - meaning only the projects I'm assigned to (part of the project team)
- All - meaning, doesn't matter if I'm part of the project team or not
- Is the user an internal or external user. External users are for example Agency users.
- The responsibility 'Can be project member for' in Project Portfolio Manager role. The options are:
- My brands - the brands I'm responsible for
- All brands - just all brands, regardless if I'm responsible for it
- The Brand responsibility per user in Manage Contacts & Users
- The Project type responsibility per user in Manage Contacts & Users
| Access to projects | Internal / external user | Can be project member for | Which projects are available? |
| My | Internal | All brands |
User needs to be actively part of the project team AND No check on brand responsibility AND User needs to be responsible for the project type |
| My | Internal | My brands |
User needs to be actively part of the project team AND User needs to be responsible for the brand AND User needs to be responsible for the project type |
| My | External | All brands |
The company this user is working for needs to be assigned to the project AND User needs to be actively part of the project team AND No check on brand responsibility AND User needs to be responsible for the project type |
| My | External | My brands |
The company this user is working for needs to be assigned to the project AND User needs to be actively part of the project team AND User needs to be responsible for the brand AND User needs to be responsible for the project type |
| All | Internal | All brands |
No check on user being part of the project team AND No check on brand responsibility AND User needs to be responsible for the project type |
| All | Internal | My brands |
No check on user being part of the project team AND User needs to be responsible for the brand AND User needs to be responsible for the project type |
| All | External | All brands |
The company this user is working for needs to be assigned to the project AND No check on user being part of the project team AND No check on brand responsibility AND User needs to be responsible for the project type |
| All | External | My brands |
The company this user is working for needs to be assigned to the project AND No check on user being part of the project team AND User needs to be responsible for the brand AND User needs to be responsible for the project type |
Note:
When the responsibility 'Can be project member for' is on 'All brands', the Brand filter in the project overview contains all brands. Not only the brands this user is responsible for.