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One or more basic project rights is required to view or work with projects.

The following table explains the basic rights to a Project/Matter:

Basic Rights to Project/Matter

Right

Description

Prerequisite Rights

Pages

View Project records

Allows groups to search for, print, and view existing Project records.

None

Projects list

Advanced Project Search

Project record >

General

Workflow

Edit Project records

Allows groups to change existing Project records.

View Project records

Same as for View Project records

Create Project records

Allows groups to create new Project records.

Note: If the Project is centered around Contacts, groups must be able to view the appropriate Contacts.

If the Project requires a parent or is embedded in another Project, groups must be able to view the parent Project.

View Project records

Same as for View Project records

Delete Project records

Allows groups to delete existing Project records.

View Project records

Same as for View Project records

Mass edit Project records

Allows groups to mass edit existing Project records.

View Project records

Edit Project records

Mass Edit page