Project manager and Hour entry roles
Exact PSA is specifically suited for organizations that do project-based work with strict requirements on flexible project management, correct hour or expense realizations, invoicing, and reporting. These organizations normally perform management consulting, IT consulting, or engineering consulting.
This document is divided into the following sections:
PSA marker roles
Exact PSA currently offers two license roles, which are YA1403 — Project manager and YA1401 — Hour entry. Each role serves as a marker, so that certain Exact PSA-related function rights can only be assigned to the user that holds a corresponding role:
a) The following system roles (and the function rights linked) can be assigned to users with the Hour entry role:
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Role |
Function right |
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Hour planning |
889 - Plan hours & expenses |
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Project customization |
899 - Customize person-specific project card |
b) The following system roles (and the function rights linked) can be assigned to users with the Project manager role:
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Role |
Function right |
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Hour planning |
889 - Plan hours & expenses |
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Project administration |
889 - Plan hours & expenses
890 - Approve project hours & expenses
891 - Hour & expense invoicing
903 - Manage deliverables/WBS
1015 - Maintain rates |
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Project customization |
899 - Customize person-specific project card |
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Project invoicer |
891 - Hour & expense invoicing |
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Project planner |
889 - Plan hours & expenses
903 - Manage deliverables/WBS |
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User-defined role |
900 - Realize hours for others |
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Explanations on PSA function rights
The following section explains the function rights available for Exact PSA:
Function right 889 – Plan hours & expenses
Users with this function right are able to view the planning of consultants, and plan hours and expenses for consultants.
The planning of hours and expenses depends on the level of the role assigned. For example, a project manager who is assigned the Hour planning role on the Division level can only plan hours and expenses for projects in his division.
For more information, see Overview of project planning.
Function right 890 – Approve project hours & expenses
Users with this function right are able to view, approve, and reject hours and expenses of consultants that have been realized or submitted.
For more information, see Overview of hours and expenses to be approved or rejected.
Function right 891 – Hour & expense invoicing
Users with this function right are able to:
- view and invoice the hours and expenses of consultants,
- view and create credit invoices, and
- view and create invoicing term requests for Fixed price projects.
For more information, see Overview of billable, invoice term, intercompany, and credit invoice requests to be invoiced, Overview of credit invoices for Professional services automation, and Creating invoicing term requests.
Function right 899 – Customize person-specific project card
Users with this function right are able to customize the layout of the project card on a personal level in read-only mode.
Function right 900 – Realize hours for others
Users with this function right are able to submit hours and expenses for other consultants. The submission of hours and expenses depends on the level of the role assigned. For example, a project manager who is assigned the user-defined role (with this function right linked) on the Cost center level can only submit hours and expenses for consultants in his cost center.
For more information, see Working with hours and expenses entries.
Function right 903 – Manage deliverables/WBS
Users with this function right are able to access project deliverables and work breakdown structure-related features.
For more information, see Overview of project deliverables and Overview of work breakdown structure (WBS) lines.
Function right 1015 – Maintain rates
Users have the right to view rates (via the Rates hyperlink in the Project monitor section of the project card) if:
- they have the Project controller role, or
- they are the project managers and have the Project manager role.
To edit the rates via the same hyperlink, users:
- must have the right to view the rates, and
- have any system or user-defined role with this function right.
For more information, see Overview of project rates.
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Other related features for users with the Project manager role
Other related features for users with the Project manager role are explained below:
a) View, create, edit, and search for projects
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Synergy user |
Synergy user with Employee self-service role |
Synergy user with CRM role |
Synergy user with Professional role |
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Without a role |
With Project manager role |
Without a role |
With Project manager role |
Without a role |
With Project manager role |
With or without Project manager role |
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View projects |
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(If you are the manager or member of the project) |
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(If you are the manager or member of the project) |
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Create projects |
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Search for projects |
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Edit projects |
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(If you are the manager of the project) |
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(If you are the manager of the project) |
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(If you are the manager of the project) |
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b) View, create, edit, and search for project-specific documents
These are documents with security level 101 and with the Project field being set to mandatory.
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Synergy user without a role |
Synergy user with the Employee self-service, CRM, or Professional role |
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With Project manager role |
With Project manager role + project manager |
With Project manager role + project member |
With Project manager role |
With Project manager role + project manager |
With Project manager role + project member |
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View project-specific documents |
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(only documents linked to the project) |
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(only documents linked to the project) |
(only documents linked to the project) |
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Create project-specific documents |
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Search for project-specific documents |
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(via the Project monitor section in the project card) |
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Edit project-specific documents |
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(only if you are the creator or owner of the document) |
c) View, create, edit, and search for PSA-related request types
These request types are specified under the Request type section at Projects à Setup à Professional services automation à Settings.
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Synergy user without a role / Synergy user with the Employee self-service role |
Synergy user with the CRM or Professional role |
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With Project manager role |
With Project manager role + project manager |
With Project manager role + project member |
With Project manager role |
With Project manager role + project manager |
With Project manager role + project member |
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View PSA-related requests |
(unless you are the current actor of the request) |
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Create PSA-related requests |
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Search for PSA-related requests (via Project monitor section in project card) |
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(if you have the CRM role only)
(if you have the Professional role) |
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Search for PSA-related requests (via  Search: Requests on the left menu) |
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(if you have the CRM role only)
(if you have the Professional role) |
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(if you have the CRM role only)
(if you have the Professional role) |
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Search for PSA-related requests (via quick search box on the left menu) |
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(if you have the CRM role only)
(if you have the Professional role) |
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Edit PSA-related requests |
Depending on settings of the request type |
Depending on settings of the request type |
Depending on settings of the request type |
Depending on settings of the request type |
Depending on settings of the request type |
Depending on settings of the request type |
d) View information in opportunity cards that are linked to the projects
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Synergy user without a role / Synergy user with the Employee self-service role |
Synergy user with CRM role |
Synergy user with Professional role |
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With Project manager role |
With Project manager role + project manager or member |
Without a role / With Project manager role |
With Project manager role + project manager or member |
With or without Project manager role |
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View opportunity cards (via Project monitor section in project card) |
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(Only basic information) |
(Can view full information if you are the account manager or owner of the opportunity) |
(Can view full information if you are the account manager or owner of the opportunity. Otherwise, you can only view basic information) |
(Can view full information) |
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Search for opportunity cards (via left menu) |
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(Only if you are the account manager or owner of the opportunity) |
(Only if you are the account manager or owner of the opportunity) |
(Can view full information) |
For more information on opportunity cards, see Viewing opportunity cards.
e) Create budget rate requests and set up budget rates
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View project budget |
Create budget request |
Create budget lines |
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Synergy user with Professional role |
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Synergy user with Professional role + project member (with / without Project manager role) |
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Synergy user with Professional role + project manager (with / without Project manager role) |
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Synergy user with CRM role |
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Synergy user with CRM role + project member (with / without Project manager role) |
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Synergy user with CRM role + project manager (without Project manager role) |
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Synergy user with CRM role + project manager (with Project manager role) |
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Synergy user with Employee self-service role |
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Synergy user with Employee self-service role + project member (with / without Project manager role) |
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Synergy user with Employee self-service role + project manager (without Project manager role) |
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Synergy user with Employee self-service role + project manager (with Project manager role) |
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Synergy user without a role |
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Synergy user + project member (with / without Project manager role) |
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Synergy user + project manager (without Project manager role) |
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Synergy user + project manager (with Project manager role) |
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For more information on project budgets, see Overview of budgets for projects.
f) Add members to projects
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Add new or remove project members |
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Synergy user without a role / Synergy user with Employee self-service or CRM role , with Project manager role |
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Synergy user without a role / Synergy user with Employee self-service or CRM role, with Project manager role + project member |
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Synergy user without a role / Synergy user with Employee self-service or CRM role, with Project manager role + project manager |
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Synergy user with Professional role |
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Synergy user with Professional role + project member |
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Synergy user with Professional role + project manager |
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Synergy user with Professional role, with Project manager role |
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Synergy user with Professional role, with Project manager role + project member |
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Synergy user with Professional role, with Project manager role + project manager |
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For more information, see Adding and maintaining project members.
g) Add child projects to projects
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Add child projects, link child projects to and remove linked child projects from parent projects |
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Synergy user without a role / Synergy user with Employee self-service or CRM role, with Project manager role |
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Synergy user without a role / Synergy user with Employee self-service or CRM role, with Project manager role + project member |
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Synergy user without a role / Synergy user with Employee self-service or CRM role, with Project manager role + project manager |
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Synergy user with Professional role |
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Synergy user with Professional role + project member |
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Synergy user with Professional role + project manager |
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Synergy user with Professional role, with Project manager role |
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Synergy user with Professional role, with Project manager role + project member |
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Synergy user with Professional role, with Project manager role + project manager |
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Note: You can only link a child project to a parent project if you are the manager of the parent project. For more information, see Viewing project cards.
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| Main Category: |
Support Product Know How |
Document Type: |
Support - On-line help |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
General |
Document ID: |
22.001.737 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
26-03-2014 |
| Release: |
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Attachment: |
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| Disclaimer |