Project Manager with No Access to Financials: Permissions
Understand what a Project Manager with no financial access can see and do across PSOhub
Audience
- Admin
Objective
Understand what the Project Manager access level is, where it sits among the three Project Manager configurations in PSOhub, and what a user assigned this configuration can see and do.
Introduction
PSOhub has several access levels — including Admin, Team Member, and Team Member Plus — each designed for a different role in the organization. The Project Manager access level is built for users who own and run projects, and it comes in three configurations depending on how much financial visibility the user needs.
This article covers the base configuration: Project Manager with no financial access. Both the Allow financial access and Allow cost rate access toggles are off. This configuration is designed for Project Managers who are responsible for delivery — managing tasks, planning resources, and tracking time — without any visibility into monetary values, rates, or invoices.
A Project Manager in this configuration can create and manage their own projects, assign and track tasks, plan resources by hours, and log time and expenses. They have access to the Personal and Project dashboards. They have no access to Quotes, financial contract data, resource rates, invoices, or organizational settings.
What a Project Manager with no financials can access
A Project Manager with no financial access can create and manage their own projects, plan resources by hours, assign and track tasks, log time and expenses, and view project and personal reports. They cannot see any financial values, rates, or invoices anywhere in the platform. Being added as a team member on another project does not grant modification rights — a Project Manager can only make changes to projects where they are the assigned project manager.
The table below summarizes what is included at this configuration. For a detailed breakdown of what a Project Manager with no financial access can do in each module, see the section below.
| Module or area | Access |
|---|---|
| Projects | View and manage own projects where assigned as Project Manager; view projects where assigned as Team Member |
| Tasks | Full access on own projects |
| Resources | Plan and monitor resource hours across own projects; view own planning |
| Time & Expenses | My Timesheets, My Scheduler, All Hours, All Expenses, Approval By Project Manager |
| Reports | Project Portfolio and Personal Summary |
💡 Tip: A Project Manager can own projects and also be a team member on others. They can create, edit, and manage their own projects, but can only view and work on assigned tasks where they are a team member.
What a Project Manager with no financials can do in each module
Projects
In the Projects module, a Project Manager can see all projects they own. The project list shows each project's Status, Customer, Project Number, Target Start Date, Expected End Date, Project name, Type, and Stage. No financial columns are shown.
When a project is selected, the Financials tab displays the contract structure with hours only — Budget, Planned, Used, Delta Budget, and Delta Planned per contract line. No monetary values, amounts, or invoiced totals are shown.
The project includes the following tabs: Tasks, Resource Planning, Team, Hours, and Expenses. The Invoices and Report tabs are not accessible at this configuration level.
Resource Planning
In the Resource Planning tab within a project, a Project Manager can plan resources and manage capacity for projects they own. Resources are shown with their planned hours per month — no selling rates or monetary values are visible.
Tasks
In the Tasks module, a Project Manager has access to three views from the navigation:
Tasks shows all tasks assigned to the Project Manager personally, grouped by Due Today, Due This Week, and Overdue. From this view, the user can update task status, log time directly on a task, and mark tasks as complete. Tasks can be viewed in List, Kanban, Grid, or Timeline layout.
My Tasks shows the same personal task view with the same grouping and layout options.
All Tasks provides a centralized view of all tasks across all projects the user owns and projects where they are a team member. Tasks can be filtered by status, priority, and due date.
Resources
In the Resources module, a Project Manager has access to two views:
Forecast By Project shows resource planning across all projects, with planned hours per month broken down by project and business unit. The view can be toggled between Planned and Actuals, and filtered by stage, type, and business unit.
My Planning shows the Project Manager's own planned hours across all assigned projects and contract lines, broken down by month.
Time and Expenses
In the Time & Expenses module, a Project Manager has access to the following from the navigation:
My Timesheets is the primary time entry view. The user can log time by week using the grouped timesheet grid, and retrieve planning, add lines, or copy from the previous week.
My Scheduler shows the Project Manager's personal absence and holiday schedule in a calendar view.
All Hours contains two tabs — My Hours and All Hours — showing time entries filterable by date range, user, role, customer, project, and classification.
All Expenses contains two tabs — My Expenses and All Expenses — showing expense entries filterable by date range, user, customer, project, project number, and line ID.
Approval By Project Manager is where a Project Manager reviews, approves, or rejects time entries submitted by team members on their projects. Rejected entries are returned to the team member for correction. This view is only active when Project Manager Approval for Hours is enabled for your organization.
📌 Note: Approval By Project Manager requires Project Manager Approval for Hours to be enabled at the business unit level by an Admin.
Reports
In the Reports module, a Project Manager has access to two reports:
Project Portfolio shows an overview of the Project Manager's projects, including project health, budget burn, and milestone progress, as well as a project activities feed.
Personal Summary tracks the Project Manager's own target utilization, logged hours, active projects, and top 10 tasks to do.