Project Level Permissions

Created by Niharika Pandey, Modified on Fri, 24 Jul at 5:09 PM by Advaith R

  • Plan Availability
  • Essential
  • Standard
  • Premium
  • Enterprise

The following table lists the project level features and the default permissions for the Project Owner role in Rocketlane. Project level permissions control what a team member can do within individual projects.

To configure project level permissions, navigate to Settings > Permissions > Project level.

FeatureProject Owner
Projects
  • Can edit projects.
  • Can add partners.
  • Can invite team members.
  • Can invite customer team members.
  • Can edit customer domains.
  • Can set visibility.
  • Can delete projects.
  • Can manage which tabs in the project will be visible to the team and to customers.
  • Cannot edit actual start date.
  • Cannot edit actual completed date.
Project fields
  • Can view project field values.
  • Can edit project field values.
Note field values
  • Can edit project notes.
Project team member permissions
  • Can associate project permissions to a project team member.
Phase
  • Can create phase.
  • Can manage phase visibility, Both.
  • Can edit phase name.
  • Can edit phase dates.
  • Can edit phase effort.
  • Can delete phases.
Tasks
  • Can view tasks.
  • Can create tasks, Private and shared.
  • Can edit tasks.
  • Can edit assignee.
  • Can change status of the task.
  • Can change start and due date.
  • Can edit task name.
  • Can edit task description.
  • Cannot edit completed on date.
  • Cannot edit started on date.
  • Can edit effort.
  • Can edit progress.
  • Can edit priority.
  • Can send messages.
  • Can convert to milestone.
  • Can mark task as at risk.
  • Can mark task as private.
  • Can move tasks across phases.
  • Can request approval.
  • Can add and edit attachments.
  • Can delete attachments.
  • Can create subtasks.
  • Can create dependencies.
  • Can delete tasks.
Task field values
  • Can view task field values.
  • Can edit task field values.
Spaces
  • Can view documents.
  • Can edit a document.
  • Can edit the URL of an embedded document.
  • Can rearrange documents.
  • Can create a space, Private and Shared.
  • Can create a document, Private and Shared.
  • Can embed a URL.
  • Can delete a space.
  • Can delete a document.
Chat
  • Can view project conversations.
  • Can send messages.
  • Can invite team members to a project conversation.
  • Can edit name and description of a project conversation.
  • Can create both private and shared conversations.
  • Can delete a conversation.
Files and Folders
  • Can view files and folders.
  • Can create folders and upload files, Shared and private.
Status updates
  • Can view published updates.
  • Can create and publish status updates, Private and Shared.
Form responses
  • Can edit form responses.
Sprints
  • Can create sprints.
  • Can manage sprints.
  • Can delete sprints.
Key events and Intervals
  • Can view Key event and Interval field values.
  • Can manage Key event and Interval field values.
Time tracking
  • Can report time and submit timesheets.
  • Can approve timesheets, Global, for all team members.
  • Can add or change time entries while approving.
  • Can approve their own timesheets.
Resource management
  • Can view allocation totals.
  • Can turn auto-allocations on/off for a project.
  • Can manage level of effort planning.
  • Can raise a resource request for a project.
Financials
  • Can view financial fields and numbers.
  • Can view Budgets and Revenue.
  • Can view Bill rates.
  • Cannot view Cost, Profit and margins.
  • Can change billing type.
  • Can change budgeted amount.
  • Can change budgeted hours.
  • Can apply and manage standard rate cards.
  • Can apply and manage project-specific rate cards.
  • Cannot manually override bill rates.
  • Can manually override cost rates.
  • Can edit currency on projects.
  • Can edit subscription fields.
Revenue recognition entry
  • Can view revenue recognition entries.
  • Can create revenue recognition entries.
  • Can manage revenue recognition entries.
Invoicing
  • Can access invoices.
  • Can create and edit invoices.
  • Can request for approvals on invoices.
  • Can edit approval requests on invoices.
  • Can approve or reject approval requests assigned to them.
  • Can approve or reject any approval requests on invoices.
  • Can manually override invoice status to approved.
  • Can create and manage payment records.
  • Can create and manage write-off records.
  • Can void an invoice.
  • Can delete an invoice.
  • Can apply a credit note to an invoice.
  • Can remove an applied credit note from an invoice.
  • Can view billing events for the project.
  • Can create and manage billing events for the project.
Credit notes
  • Can access credit notes and invoices.
  • Can create and edit credit notes.
  • Can void a credit note.
  • Can delete a credit note.
Expenses
  • Can create and manage expense budgets.
  • Can view expenses and expense reports.
  • Can create expenses and expense reports.
  • Can submit expenses and expense reports.
  • Can manage expenses and expense reports.
  • Cannot manage billable defaults.
  • Can approve or reject any expense.
Customer team member fields
  • Can view customer team member field values.
  • Can edit customer team member field values.
Change customer portal
  • Can change customer portal from the project settings page.
Spotlight
  • Can add or remove spotlight on resources.
Sheet

Sheets

  • Can view sheet tabs.
  • Can create sheet tabs.
  • Can edit sheet tab properties: assignee, status, due date, conditional highlights.
  • Cannot rename a sheet tab.
  • Can delete sheet tabs, Created by user.
  • Can edit sheet properties: freeze, versions, comments, visualisations, run a scenario.

Sheet tab

  • Can view sheet columns.
  • Can create sheet columns.
  • Can edit sheet cell values.
  • Can edit sheet column options.
  • Can delete sheet columns, Created by user.
  • Can manage sheet settings.

Sheet settings

  • Can create new sheet fields.
  • Can edit existing sheet fields.
  • Can delete sheet fields.
  • Can create new sheet field sections.
  • Can create sheet column sections.
  • Can manage sheet permissions, All groups.

Sheet field values

  • Can view sheet field values.
  • Can edit sheet field values.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article

Contact our support team

Have more questions? Paid users can log in and email or chat with us.

Start your free trial