One of the most common configuration mistakes in project management systems? Assigning the wrong administrator role for PFM Projects access.
The Problem
When provisioning users, administrators often see these similar-looking options:
- Project Application Administrator ❌
- Project Implementation Administrator ❌
- Project Administrator ✅
The names look almost identical, but only one actually works for PFM Projects work area access.
Why This Happens
Enterprise systems create specific administrator roles for different functional areas. Despite similar names, each role has completely different permission sets. The result? Users get assigned what seems like the right role but still can’t access what they need.
The Solution
For PFM Projects access, you need specifically the Project Administrator role. This role includes the permissions for project financial data, budgets, and PFM module functionality that the other “administrator” roles don’t provide.
Quick Fix Tips
- Don’t trust role names alone – check the actual permissions
- Test role assignments in a development environment first
- Document which roles map to which functions
Bottom Line
In enterprise software, precision matters. That checkbox you think is right might not be. When it comes to PFM Projects, remember: it’s Project Administrator, not the other administrator roles that sound similar.
Save yourself the helpdesk calls and double-check that role selection.