Create PPM Security Groups

Security groups establish the rights for users and roles.

To create PPM Security Groups:

  1. In the Rights tab of the Security Group Manager, select the One-Step category.
  2. Select the One-Steps can access values for fields for which the security group doesn't have rights? parameter.

For any security group that imports and updates Projects from MS Excel (.csv files), ensure you include this parameter. It allows the staging table to be updated, which is a key action in the Update Project from Excel One-Step™ Action. Updates will not apply without this right.