Right

Description

Prerequisite Rights

Pages

View Project records

Edit Project records

Additional

Create a copy

Allows groups to create a copy of the current Project.

Note: Giving this right causes the Create a copy button to appear on the Project record page.

X

X

None

Project record

View Project Assignees

Allows groups to see existing Project assignees.

Note: To view assignees, groups must be able to see Contacts.

X

None

Project record > Assignees

Edit Project Assignees

Allows groups to unassign or reassign Project assignees.

Note: To change assignees, groups must be able to see Contacts.

X

X

View Project Assignees

Create Project Assignees

Allows groups to add assignees to Projects.

Note: To add assignees, groups must be able to see Contacts.

X

X

View Project Assignees

Delete Project Assignees

Allows groups to remove assignees from Projects.

X

X

View Project Assignees

View Project all categories

Allows groups to see the existing Project categories and set one of them as the default.

X

None

Project record > Categories

Create Project all categories

Allows groups to add categories to Project records.

X

X

View Project all categories

Delete Project all categories

Allows groups to delete categories from Project records.

X

X

View Project all categories

View Project all custom fields

Allows groups to view custom fields in Project records.

Note: To work with any custom field, groups must be able to view the field's category and its parents.

To see custom fields in a Project, groups must be able to view the Project.

X

None

As customized by design

Edit Project all custom fields

Allows groups to change custom fields in Project records.

X

X

View Project all custom fields

Involved parties rights

For details about rights to Involved parties, see Project/Matter Involved Rights.

Note: All of these rights appear in this segment of the menu.

Project record

View Project phases

Allows groups to view Project phases.

X

None

Project record > Phases

Edit Project phases

Allows groups to change Project phases.

X

X

None

View Project relations

Allows groups to view existing relationships between Projects.

X

None

Project record > Relations

Create Project relations

Allows groups to add relations between Projects.

X

X

View Project relations

Delete Project relations

Allows groups to delete relations between Projects.

X

X

View Project relations

View Project security

Allows groups to view security access for Project records.

X

None

Project record > Security

Edit Project security

Allows groups to change security for Project records.

Note: Before you can enable security editing for a group and its users, the group must be able to view the appropriate Contacts.

X

X

View Project security