Licenses and roles

by | Nov 7, 2017

Licenses and Roles

  

Index

 

 Licensing Model

When you acquire an ITM Platform solution, you obtain a series of licenses which grant you access to the different functionalities during your contracted time period.

ITM Platform offers different types of licenses:

    • Manager licenses (see pricing)
      • Full Access: Users can access all features.
      • Project Manager: Users can access all project features, including portfolio view narrowed down to projects, and create custom reports.
    • Team Member licenses (free)
      • Team Member: Users can access tasks they are assigned to, timesheets and collaboration panel.
      • Task Manager: In addition, these users can add task progress reports
      • Project Guest: Users can access the ¨General¨ tab of their respective project, collaboration panel, and documents they have explicitly been assigned to.
    • No-login (free): Users cannot access the system but can be referred to as a resource, including estimated and accepted hours.

Roles

Users will have access to features of ITM Platform that are set according to their roles (see image below). Each license has one role by default. Configuring roles and creating custom roles can only be done by an ITM Platform Administrator.

Role Configuration

ITM Platform has a flexible mechanism for the configuration of permissions based on user roles. The licenses determine access to different functionalities and the roles are based on the licenses to configure a series of specific user permissions.To configure a role, first you must go to the ORGANIZATION tab. Next, click on “Role Definition” and add a new role.

You can assign and remove permissions for each role. There are no limits to the number of roles that can be created. A user may have more than one role assigned, in which case the permissions for each role are combined. See Create users to learn how to assign roles.

Common User Scenarios

  • A user needs to access only to dashboards. This will require a custom role to be created which can only be done with a Full Access license. Unselect all other features and leave access only to the dashboard feature.
  • A Project Managers is not allowed to access the “Budget” section of their projects. This will require a custom role to be created which can be done with a Full Access or Project Manager license. Proceed to remove access to the budget feature from the custom role.
  • External users are allowed to access some parts of the project with no access to the timesheet. This will require a custom role to be created which can be done with a Team Member License. Proceed to remove access to the timesheet feature from the custom role.
  • A procurement manager within the company needs access to the purchases feature but not to projects. This will require a custom role to be created which can be done with a Full Access license while leaving the purchases and providers features active and removing access to all other features.
  • Users created in Jira have to be synchronized with ITM Platform. They will need no-login licenses to synchronize tasks and time reports.

Video tutorial: Configuración básica

by | Nov 6, 2017

Video tutorial: Configuración básica

En este video vamos a ver cómo configurar ITM Platform para adaptarlos a las necesidades de su organización.

Custom fields

by | Nov 6, 2017

Custom fields

If you need to display project or task information that is not readily available in the ITM Platform environment, you can create custom fields. These are essentially placeholders for storing additional information about projects and tasks.

To create a custom field, navigate to the menu: CONFIGURATION > CUSTOMIZATION > Custom Fields. Here, choose the Entity (project, task, purchase risk, etc.) for which you want to add or modify a custom field. Once selected, you’ll see a list of existing custom fields (if any), as well as a button to create a new one.

To set up a new custom field, complete the following steps:

  1. Edit the Field Name. If your organization operates in multiple languages, you can set the name in each of the languages supported by ITM Platform.
  2. Select the Entity Type to specify which entities your custom field will apply to. For instance, you may want a “number of bricks” field to be applicable only to construction-related tasks.
  3. Choose the Custom Field Type (date, dropdown, list, HTML, RYG, etc.). Additional options will appear based on the type you select.
  4. Determine whether the field is required. Keep in mind that users won’t be able to create new entities unless the field is completed.
  5. Finally, check the “Display” option to make the custom field visible. For some entities, like Tasks, you’ll also see a “Display to Team Members” option. If left unticked, only project and task managers will be able to view the field.

In summary, custom fields provide a basic level of flexibility and customization to the ITM Platform, enabling users to capture and display unique project or task information that may not be available by default. By configuring custom fields, organizations can tailor the platform to better fit their specific needs and requirements, thereby improving project management and team communication

How can I create a new calendar and add holidays?

by | Nov 6, 2017

How can I create a new calendar and add holidays?

To create calendars different from default, you have you go to ORGANIZATION->User management->Calendars and add new calendar.

Select non-working days in this calendar.

Then, assign this schedule to your users in User management section.

 

You may also upload non-working days with a CSV file, by downloading a template easily.

When a team member wishes to enter their share of hours in a different period than that of which was set by the project manager, how can they do it?

by | Nov 6, 2017

When a team member wishes to enter their share of hours in a different period than that of which was set by the project manager, how can they do it?

Hours can be reported before the start date of a task, but not after the STI end date. If someone is still working on the task then it isn’t considered to be finished. Therefore, once the task is completed, the date of the completion will be modified.