Configuring Projects | K2 Online Help

Roles and Permissions

The permissions applicable to the Projects module are described in the following table:

This Field…	Allows Users To Do…
ProjectBudget	View, create and update project budgets.
ProjectCapitalisationAuthorise	Use the Authorise button on the Project Financial Outcome screen.
ProjectCapitalisationReexport	Use the Re-export check box on a Project Financial Outcome transaction. The check box is only enabled when the record has been successfully export from K2 to another system.
ProjectCapitalisationUnAuthorise	This permission is not currently in use.
ProjectDirectory	View, create and update project directories.
ProjectEvent	View, create and update project events.
ProjectFinancialOutcome	View, create and update project financial outcomes.
ProjectFinancialOutcomeCopy	Use the Copy Row button on the Project Financial Outcome screen.
ProjectItem	View, create and update project items.
ProjectBudget	View, create and update project budgets.
ProjectCapitalisationAuthorise	Use the Authorise button on the Project Financial Outcome screen.
ProjectPlan	View, create and update project plans.
Projects	View, create and update a project.
ProjectsBaselineDates	Edit the baseline dates on a project plan.
ProjectsChangeRequestRegister	View, create and update project change request registers.
ProjectsCreate	Create a project. If a user has this permission and not the Projects permission, then they can only create and not edit a project.
ProjectsForecast	View, create and update project forecasts.
ProjectsGanttChart	View and edit the Gantt chart for a project. The Full permission is not used.
ProjectsInformationRequiredRegister	View, create and update Project Information Required registers.
ProjectsReferenceData	View, create and update Project reference data.
ProjectsScopeOfWorks	View, create and update project scope of works.
ProjectsSnagRegister	View, create and update project snag registers.
ProjectsStakeholderRegister	View, create and update project stakeholder registers.
ProjectTeam	View, create and update project teams.

Refer to Managing Roles for further information.

System Settings

The system settings to be considered for project functionality can be found:

System Options (accessed by navigating to Tools > System Options and then clicking the System Options button)
- Project Auto Unique Number (under Auto Numbering) - whether to automatically generate a project number.
- Enforce Programme Project Link (under Maintenance) - whether a project must be linked to a programme.
- Use Contract Items or Project Items (under Maintenance) - whether items will be raised against the contract or project level.

This setting cannot be edited when items already exist.

Financial Options (accessed by navigating to Tools > System Options and then clicking the Financial Options button)
- All items on the Project tab

Project Budget

Authorisation levels for Project Budgets can be configured under Financial Options and assign the related Authorisation role to a user.

Reference Data

The following reference data applies to Projects:

All items in Projects Reference Data.
Financial Years and Trade Core Reference Data.

Project Attributes

Refer to Using Attribute Manager for further information.