While the Project Resource (PR) 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 Resource is numbered according to the solution you have access to.

Project Resource 04

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

• Dashboards: My Work
• Read a project, modify a task, create user stories, create R.A.I.D items and build issue logs. Complete tasks, user stories, and R.A.I.D. items.
• Log time.
• View resources and the Utilization Report.

Project Resource 05

This role gives the PR access to the Sales area where you can Read (Only) Opportunities and Competitors, and you can Edit Accounts and Contacts.

The role allows you to view the Sales and Sales Accelerator items in the Configure area.

Project Resource 07

This role gives the PR access to the Revenue functions found in the TekStack Revenue area. You can see My Daily Look and My Work as well as Invoices. You can edit Activities and Services Invoices here.

The role also allows you to view the Revenue items in the Configure area.

Project Resource 10

This role gives the PR Read (Only) access to the Marketing area.

Project Resource 12

This role gives the PR access to the Help Desk area where you can view dashboards, Cases and Knowledge Articles under Support, and Edit Activities and Accounts and Contacts under Customers.

Features Availability Matrix

In the following table, you will see a matrix of all the functions for each PR Security role.
Legend: E = Edit, R = Read Only