Page 47 - Unanet AE: Administering the System

Project Roles
Project Roles give the ability to set up additional Project Leaders on a job, in addition to
the Project Manager, Principal in Charge, and Project Accountant. For example, a
Junior PM may need access to their Projects to perform only certain PM functions.

Project Roles control the list of Projects returned in specified locations; it does not grant
access to Modules/Applets within Unanet AE. Project Roles are first created under List
Management. Once created, they are managed in the Project Roles applet. There, you
grant "Act as PM" rights in Applets, PM Reports, Custom Reports, Alerts, Queries and
Widgets. Once created, you assign the Project Role to a Project.

Activity 5.3 – Create and Manage Project Roles

In this activity, you will create a Project Role, grant permissions to the Project
Role, and assign an employee to a Project Role on a Project.

Activity Steps

Part 1: Create a Project Role
1. Navigate to Administration > List Management. The Systems List
Management applet opens.
2. Select User Lists from the drop-down list.
3. Select Project Roles in the list.
4. Type Junior PM in the Display Text field for row 1. The ID is generated by the
system after saving.
5. Select the Save button.
6. Close the Systems List Management applet.

Part 2: Add Permissions to a Project Role
1. Navigate to Administration > Project Roles. The Project Roles applet opens.
2. Double-click Junior PM.
3. Select the Act as PM check box for the following permissions under each tab:

Applets PM Reports Custom Reports
A/R Collections ExpenseTransactions Project Figures
A/R Reports LaborTransactions Bill Review
Project Planning ProjectHistory Contract Backlog
4. Select the Act as PM check box for the following permissions under each tab:
Alerts Widgets
Overbudget Projects My Projects
Past Due Receivables
5. Select the Save button.
6. Close the Project Roles applet.

Lesson 5: Managing PM Permissions and Access ©2022 Unanet. All rights reserved. 47