Security settings for copying templates

Owned by Beena Wankar (Unlicensed)
Last updated: Sept 19, 2016 by Rashmi Likhite

In order to be able to copy a project, the user should have 3 privileges granted - View Project, View Financials and Add Project. A company may not want to Grant the 'View Project' and 'View Financials' to all their Staff, as that would mean anyone who is a user of Celoxis can view all projects including its financial information. You can define a special role (eg. Copy Project Role) and assign those users to this role whom you wish to grant the ability to copy your templates to create new projects. 

At the Company level, you keep "View" Project and "View Financials" as "Unspecified" for this role. However, at the template level (i.e on the specific projects that are defined as templates), set object level security and specifically set a Grant on the 2 privileges - 'View Project' and 'View Financials'. This will allow users playing the "Copy Project Role" the ability to copy from your templates.

Company LevelView ProjectView FinancialsAdd Project
Copy Project RoleUnspecifiedUnspecifiedGrant
Template Level


Copy Project RoleGrantGrant

NA

You can prefix the project name with 'Template' for e.g "Template - 4572 TEST Project" OR you can create a custom field say 'Is Template' (type Single-select drop-down with values Yes and No) and select Yes or No depending on whether this project is a template project. Creating a custom field can help you segregate templates from actual projects in reports.