Page 44 - Unanet AE: Administering the System

9. Review the permissions. Note: By default, the permissions are not selected.
Admin needs to determine which permissions are allowed.
10. Repeat steps 8-9 for the following applets:
• PM Reports
• Project Central
• Project Planning
11. Select the Save button.
12. Close the Permissions applet.

Part 2: Review Additional PM Permissions
1. Navigate to Administration > Global Settings. The Global Settings applet
opens.
2. Select the Invoicing tab.
3. Review the two settings that apply to PMs: Allow PM To Edit Invoice
Comments and Allow PM To Apply Fixed Fee Amount.
4. Select the Save button if changes were made.
5. Close the Global Settings applet.

PM Security and Access
Once permissions are in place, Project Managers will be able to access their projects
once they are assigned as a Team Leader on the job. Project cost has additional
security that is setup in the Employee applet.

Here is a description of the access each role gives you.

Job Type Description
Project Manager They can view all projects where they are assigned as the
Project Manager in any applet, report, alert, query, and widget
assigned through project roles.

Principal-In-Charge They can view all projects where they are assigned as the
Project Manager or the Principal In Charge in any applet, report,
alert, query, and widget assigned through project roles.
Project Accountant They can view all projects in any applet, report, alert, query, and
widget assigned through project roles.

Lesson 5: Managing PM Permissions and Access ©2022 Unanet. All rights reserved. 44