Access to Drill-Down Labor Transactions

Question:

One of our users needs to be able to drill down on Actuals for a Labor account category on the Cost Analysis Details part of the Project Dashboard. What permissions are required in this user’s role?

Answer:

In order to be able to drill down to the Matching Transaction History window for a Labor account category, a user needs the following two capabilities in a role. These capabilities will allow the user to drill down both on the Cost Analysis Details part and in the BFA workbook.

  • PAGE | Transaction Detail (R) to be able to drill down.
  • LIST | Can see Labor Transactions (R) to see Labor information.

Note: with only those two capabilities, the user will not be able to see names of employees. If the user should be allowed to see names, the user needs the PAGE | Transaction Details capability with the S permission as well.