Table of Contents

Altus Project

Overview

Project management guides a project through a visible set of activities, from controlled start-up, through delivery, to controlled closure, and review. Altus projects provides users with a comprehensive set of features to assist users in managing their projects, which are detailed below.

Dataverse Tables

The diagram below covers off how projects relate to other objects in Altus. This is a summary of other information in this wiki. Please see the links below for more detailed data models.

Table Name
Project sensei_project
Financials sensei_financialitem and sensei_financialtransaction
Project Project with fields


Project EPT Project EPT with fields


Project Task Project Task with fields


User Roles that have access

The list below are the user roles who have access to Projects and the level of access that they have:

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager None Local None None Local Local None None
Altus - Portfolio Manager - Team None None None None Local Local None None
Altus - Program Manager None Local None None Local Local None None
Altus - Program Manager - Team None None None None Local Local None None
Altus - Resource Manager None Global None None Global Global None None
Altus - Strategy Executive None Global None None Global Global None None
Altus - Timesheet Manager None None None None Global Global None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Local Local Local Local Local Local Local Local
Altus Project Executive Local Local Local Local Local Local Local Local
Altus Project User Basic Basic Basic Basic Basic Basic Basic Basic
Altus Strategy User Local Local Local Local Local Local Local Local

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.