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Permission Control Fields

Here is a description of the fields that make up a permission control record.

Key: M – Mandatory, complete only one field.

Field		Description
User	*	Name of the user being granted permissions.
Resource	M	In most cases the user and the resource are the same person. If your organization uses external resources, and you want to set up a proxy user to enter their timecards and/or expenses, this field should contain the name of the external resource.
Region/ Practice/ Group	M	RPGAbbreviation of region, practice, group. to apply permissions to. You can extend permissions for a proxy user to perform the functions being permitted for all resources in a RPG by entering the applicable entity in the appropriate field.
Project	M	Project to apply permissions to. You can extend the permissions for a user so that they can staff a project when they do not have permissions on the RPG to which the project belongs.
Cascading Permission		Indicates that you want to extend the permissions to the children of the selected RPG.
Start/End Date		Period the permissions are to be applied. You can leave blank for perpetual permissions.

Permissions

Field		Description
Billing		Indicates whether the user has permissions to generate and release billing events belonging to a specific RPGAbbreviation of region, practice, group. and to edit billing related fields such as the Billed and Billing Event Item checkboxes.
Expense Entry		Indicates whether the user has permissions to enter and edit expenses for the defined resources.
Expense Ops Edit		Indicates whether the user has permissions to edit expenses in admin mode for the defined resources after they have been approved but before they have been billed. See "About Ops Edit Permission Controls".
Forecast Edit		Indicates whether the user has permissions to make changes on the Forecasts page for the RPGAbbreviation of region, practice, group..
Forecast View		Indicates whether the user has permissions to view the Forecasts page for the RPGAbbreviation of region, practice, group..
Invoicing		Indicates whether the user has permissions to edit Invoicing-related fields on a project's business records such as the Invoiced checkbox, Invoice Date and Invoice Number.
Resource Request Entry		Indicates whether the user has permissions to enter or edit Resource Requests for a RPGAbbreviation of region, practice, group. other than their own.
Skills And Certifications Entry		Indicates whether the user has permissions to enter skills and certifications for the defined resources.
Skills And Certifications View		Indicates whether the user has permissions to view skills and certifications for the defined resources.
Staffing		Indicates whether the user has permissions to staff resources on the specified region, practice or group.
Forecast Edit		Indicates whether the user has permissions to edit forecasts on the Forecasts page of a Region, Practice or Group.
Forecast View		Indicates whether the user has permissions to view the Forecasts page of a Region, Practice or Group.
Staffing		Indicates whether the user has permissions to staff the defined resources on projects.
Timecard Entry		Indicates whether the user has permissions to enter or edit timecards for the defined resources.
Timecard Ops Edit		Indicates whether the user has permissions to edit timecards in admin mode for the defined resources after they have been approved but before they have been billed. See "About Ops Edit Permission Controls".

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