Subject category: Resources
Subject category: Permissions
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Concept Security

Two new permissions have been added for Concepts in 4.0.5 - 'Concept: View' and 'Concept: Modify'.

Portfolio PDF Reports

A Portfolio PDF Report collects information from a selected portfolio and its' sub-portfolios. Many sub-reports also collect information about the projects contained within these portfolios.

Resource Types Overview

The 'Resource Type' assigned defines the overall operations that can be used by or be applied to that resource.

Managing Lifecycle permissions

The ability to setup default lifecycles in i-lign, and then assign a lifecycle to a project is managed by organisational and project security permissions respectively.

Configuring Project Prioritisation

To use the Project Prioritisation feature in i-lign, project dimensions and their values have to be defined, and security permissions defined for Organisational roles.

Timesheet User Permissions

Users who have been assigned the 'Timesheet User' Resource can login to i-lign but are limited to accessing their own Timesheet and Tasks assigned to them.

How do I access the Portfolio PDF Report and Portfolio Reviews?

The ability to generate a Portfolio PDF Report and create or view a Portfolio Review is not part of any i-lign Organisational Security Role by default and must be added for the functionality to become active.

Portfolio Reviews

A review of a portfolio allows Programme Managers to comment on the overall health of a programme of work, at the same time as Project Managers are providing a review of their individual projects.

Accessing and Restricting Portfolios

Portfolio access is normally given using organisational security permissions. Portfolio owners can access their own portfolio without specified permissions but access to other portfolios is restricted.

How much of my project is visible to people not on the project?

Everyone who uses i-lign in your organisation is given automatic 'Guest' access to your project until you choose another role for them.