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A security role that can edit projects doesn’t have to be able to edit everything about them. Project editing is broken into three sections, and you choose which ones a role can edit:
  • Standard - the project’s general information, such as its name, dates, status, team, tasks, and notes.
  • Billing & Accounting - anything that drives the revenue or cost of the project, including bill rates, the invoice details, and the accounting ledgers.
  • Budget - the project’s overall and monthly budgets.
This lets you give a delivery lead everything they need to run a project day to day while keeping the commercial terms in the hands of finance. Members can still see the information in the sections they can’t edit, so nothing disappears from the project as a result of these settings.

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Grant Editable Sections

Click on Settings in the nav bar, select the Security Roles option, and then click the name of the role you want to change. In the Project Permissions section of the role, choose the projects the role can edit under Edit these projects, and then choose the sections it can edit under Editable sections (Figure 1). Figure 1 - The Editable sections options for a role that can edit budgets but not billing information A few things to know about these options:
  • Standard is checked automatically as soon as the role can edit any projects, and it cannot be unchecked. A role that can edit a project can always edit its general information.
  • Billing & Accounting and Budget are optional, and you can grant either one or both.
  • The Editable sections options are unavailable until you grant the role at least one project edit permission under Edit these projects. Sections have nothing to apply to until the role can edit a project.
  • The built-in Workspace Admin role has all three sections, and like the rest of that role, they cannot be changed.
Your existing security roles are unaffected by this change. Every role that could already edit projects has all three sections, so those members keep editing exactly what they could edit before until you remove a section.

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What Each Section Covers

The sections apply to the Settings tab of a project. Each part of that tab belongs to exactly one section.

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Standard

The Standard section covers the general information about the project:
  • The Basic Information, Settings, Time Tracking Rules, Approval Options, and Cloud Folder sections of the Overview tab, including the project name, practice, business unit, sales representative, project status, project type, start and end dates, project code, tags, and notes.
  • The project team, including who is on it and who the Project Admin is.
  • Project tasks and project roles, apart from their billing settings and rates.

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Billing & Accounting

The Billing & Accounting section covers anything that affects the revenue or cost of the project:

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Budget

The Budget section covers the project budget and the monthly budget:
  • Whether the project tracks an overall budget and a monthly budget, and the budget type.
  • The services revenue, billable and non-billable hours, expense budgets, products, additional services, and other items budgets.
  • The revenue, hours, and expense caps.
  • The target services gross margin and the markup settings.
  • The budget hours and revenue alert thresholds.
  • The hours budgeted for individual team members and tasks.
Labor cost overrides for a project team member are not part of these sections. Those continue to require the Administer all workspace settings and members permission, and viewing them requires the View profit project permission.

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How Read-Only Sections Look

These sections control editing only. A member who can edit a project can still view every field on the Settings tab, including the fields in sections their role cannot edit. Where an entire section is read-only, its fields are greyed out and the Save button is removed (Figure 2). The values are still there to read. Figure 2 - The Billing section for a member whose role does not include Billing & Accounting On the Accounting tab, each ledger lists its entries and totals as usual, but the buttons for adding entries and the actions for editing and deleting them are not shown (Figure 3). Figure 3 - The project expenses ledger for a member whose role does not include Billing & Accounting Where a single field belongs to another section, only that field is greyed out and the rest of the form still works. In Figure 4, the member can rename the project role and change its discipline and member assignments, but the Rate is read-only because it belongs to Billing & Accounting. Figure 4 - The bill rate on a project role is read-only while the rest of the role can still be edited The Budget and Monthly Budget tabs work a little differently because their fields are edited in a drawer. A member whose role includes the Budget section sees the edit icon at the top-right of the tab (Figure 5). Figure 5 - The Budget tab for a member whose role includes the Budget section Without the Budget section, the tab is a read-only dashboard of the saved budget and the edit icon is not shown (Figure 6). Figure 6 - The same Budget tab for a member whose role does not include the Budget section Granting a project edit permission still grants View bill rates and View revenue for those projects, exactly as it did before. Editable sections do not change what a role can view, so a role that can edit only the general information about a project can still see its rates, revenue, budget, and ledgers. The reverse is also worth keeping in mind. Adding Billing & Accounting or Budget to a role has no effect unless the role can also edit the project in the first place, and it never grants access to a project the role could not already reach. For the full picture of how project access and project actions fit together, see Project Permissions.