3. Creating a Contact Resource Part 2

UniPhi Licenses

System Administrators will have the ability to assign a license to a contact to enable their access to UniPhi. The level of access that the resource will have to UniPhi will depend on the licence type that you select. There are four licence access levels:

1. Team Member

2. Project Manager

3. Program Manager

4. Administrator

Team Member Access

People assigned to a Team Member level role on a project can:

• Browse the organisations methodology, as defined by the program office (or System Administrator);

• Create documents (only for templates their role has edit rights to), issues, risks and change requests for the projects they are working on;

• View the portfolio of projects on the project summary view and via the reporting system;

• View their documentation issues and risks, and

• Search both for methodology content as well as project documentation/artefacts.

Team members cannot view

· Financial information such as budgets

· Contract information

· Reports from within the Reports module

· Documents which have been restricted to Project Manager access level or above

Project Manager Access

People assigned a Project Manager licence have all permissions of a Team Member, and can also:

• Assign team members to issues, and risk mitigation actions;

• Assign due dates to documents, issues, and risk mitigation actions;

• Complete bulk update of issues including assignments and due dates;

• Create contracts, budgets, variations and progress claims to their own projects;

• Update actuals and forecast to complete;

• Assign resources to their project;

• Close resolved issues, including those that are set to "awaiting review”

Project Manager cannot view

· Projects with the portfolio that they are not assigned as to a resource

· Budget information for projects that they are not assigned to

· Contracts for projects that they are not assigned to

· Risks and Issues for projects that they are not assigned to

Program Manager Access

People assigned a Program Manager Licence have all permissions of the Project Manager, and can also:

· View projects, risks and financial information across the entire portfolio of the organisation.

· Assess and Analyse profitability, track backlog and burn rates and have access to contracts across the organisation.

· Access portfolio dashboard and create progress reports for all functions available in UniPhi.

Program Manager cannot

· View or edit items within the Configuration modules,

· Modify or delete document templates, or other custom fields. These tasks are performed only by the administrator.

Administrator Access

People assigned an Administrator has full permissions to every aspect of UniPhi, and can essentially make all necessary configuration changes.