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Growth tab → Is successor for widget and detailed view. Mentor is able to see only those succession activities, where he is assigned as a Mentor. For those activities Mentor is able to create, view and manage Succession Plan.
Action Items tab
General Info tab (view only, editing forbidden)
Financial roles
Finance Viewer
The Finance Viewer has access to sensitive finance information on the Resource plan and the secured Finance perspective.
The role allows to:
View Rates and Rate Cards
View Rate Card Mappings
View Other Costs
View financial metrics on the Resource plan perspective
Finance Editor
The Finance Editor role gives access to all the functionality that is available for the Finance Viewer, but additionally allows to:
Manage Rates and Rate Cards
Manage Rate Card Mappings
Manage Other Costs
Employee
Self-review
We create an employee profile for each user who has an assigned position on the project. User with Employee role has access to own profile except for secured data. An employee does not have access to such secured data as their Performance evaluation status and feedback provided by management, Critical Role on the Project, Project Risk of Leaving and Motivation.
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