While the Project Manager (PM) works mainly in the Project Services Area, or TekStack Delivery, access to other areas is often needed. You will see that the security role of the Project Manager is numbered according to the solution you have access to.

Project Manager 04

This is the basic PM role and here are the main functions you can perform with this security access.

• Read (Only) access to the Dashboards: My Work, Project Oversight-Project Delivery, Project Variance by Classification and others.
• Create a project, create tasks, user stories, RAID items, build issue logs, find and book resources, complete projects, approve time entries and review project statuses.

Project Manager 05

This role gives the PM Read (Only) access to some information in the Sales area including dashboards, opportunities and competitors.  The role also has Read (Only) access to information in the Revenue area including Orders, Invoices and Invoice Approvals.

In the Configure area, the role can see but not edit items in the Sales, Sales Accelerator and Revenue sections.

Project Manager 07

This role gives the PM Edit access to much of the Revenue functions found in the TekStack Revenue area. They include invoicing for:

• time and materials
• milestones
• fixed price

Project Manager 10

This role gives the PM Read (Only) access to the Marketing area except for Edit access to Accounts and Contacts.

Project Manager 12

This role gives the PM access to Read (Only) TekStack Helpdesk.

Features Availability Matrix

In the following table, you will see a matrix of all the functions for each PM Security role.

Legend: E = Edit, R = Read Only