The Management module gives you the
ability to assign different roles to
the resources working with the system. The
module has 3 roles build in, Enterprise
Manager, Project Manager and Project
Member.
Enterprise Manager
The Enterprise Manager has access to the
entire system without any restriction.
Enterprise managers can add projects,
users, tasks,
approve timesheets and
assign resources to work on projects.
Project Manager
The Project Manager has all the tools he
or she needs to efficiently mange projects
but do not have access the administrative
area of the 3f Software Planner. Project managers
have the unique ability of being a project
manager and project member at the same
time. If a user with project manager role
works on a project where he or she is not
the project manager then the user
automatically assumes the role of a
project member meaning he or she will only
have access to project member tools. When
a project manager user changes to a
project where he or she is a project
manager then the tools for project
managers are enabled. Project managers can
setup new projects but cannot assign
resources to work on the project. Only
enterprise managers can assign users to a
project.
Project Member
Project members are the users with the
least access. A Project Member has only
access to the tools he or she needs in
order to work efficiently on the project.
Project members can
track time, enter
issues, enter
tasks etc. If a project
member enters a new task this task must be
approved by the Project Manager or any
Enterprise Manager before time can be
tracked on it.
The image below shows 7 users in a typical
company. In the role column you can see
the role assigned to the resource. The
role for a resource can be changed any
time. For instance you can change a
resources from Project Member to Project
Manager to run a particular project, then
when the project is finished change the
user back to Project Member.
This image shows how a role is assigned to
a resource.
