Project Roles enable granular permissioning of Stratus features including menu items,  Filters, Divisions, Reports, and Tracking Statuses.  In order for a user other than the company administrator to login to Stratus, at least one project needs to be setup. The Project Admin role is configured out-of-the-box with all permissions and can be assigned to anyone. This section only needs to be considered when your company wants to differentiate project roles and permissions.

Note: The ability for a user to view a package on the Packages Dashboard depends on having the correct Project Role for the Tracking Status, Package Category, and the Division associated with the package.

A Project Role is a permission configuration that applies across all company projects. Only a user whose project role is Project Admin can configure project roles. The project role determines which dashboards, pages, features a user can access.  Stratus ships with project roles including Project Admin, Detailer, Project Manager, Shop Manager, Shop Work Field Manager, Field Worker, and each includes default values. These names can be edited, deleted, cloned, and new project roles can be created. Each user is assigned one project role and the Project Admin (project role) can create as many project roles as needed.

Set Project Role Permissions

To set project role permissions:

1. Login as a user who has Project Admin permission. Note: The user who first sets up a company account has the Project Admin project role by default. This can be changed later.

2. Go to Admin > Company > Project Roles. The Project Roles configuration page displays. By default, no Project Roles will display, but the Project Admin role has access to everything and all other out-of-the-box roles have access to nothing.
   
   

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3. To display Project Roles, click the Select Roles to Show (max 15) button. Default Project Roles and Project Roles defined by your company will display.
   
   

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4. Check the Project Roles to view.
   
   

   
   
   
   

5. The selected Project Roles will display for anyone who has permission to view this page.
   
   

   
   
   
   

6. Project Roles columns can be moved left/right using the arrow buttons.

7. Click the Expand/Collapse All button to Expand all parent/child Project Roles.
   
   
   

8. For each project role, check the checkbox associated with the item to give permission to the item.

   1. For example, if the Project Admin wants to give the Shop Worker access to Models > Viewer > Filters but not Display Mode, he can check Filters and all Filters will be checked, but Display Mode will not.
      
      

      
      
      
      

9. Setting changes immediately impact Stratus users.

Clone a Project Role

Use the Clone option to create a new project role that includes many of the same permissions as an existing project role.

To clone a Project Role:

1. Under Admin > Company > Project Roles, under the Project Role column name, click the Clone button.
   
   

   
   
   
   

2. The cloned column will display with the same name plus a number and includes everything checked in the original column. Move the column using the left right arrows above the project role name.
   
   

   
   
   
   

3. Click the column header to rename the project role.

Delete a Project Role

To delete a Project Role:

1. Click the Delete button associated with the project role.
   
   

   
   
   
   

2. The Delete dialog will display prompting you to select a role to re-assign users that have been assigned the project role being deleted. Select one and click OK.
   
   

Set a User's Project Role on a Project Team

For each project, users of your company need to be added to a project team. And, for each project, each team member is assigned a Project Role. Tip for managing user's project roles: Users who have been assigned to a group under Admin > Company > Users can be quickly added to the team with a set project role. See the Users (Admin) article for more information.

To assign a user to a project team and set their project role for that team under Admin > Project > Teams, see the Team (Admin) article for more information.

Summary of All Project Roles

Project Role Examples

Assemblies

Prerequisite Permissions to access Assemblies Dashboard.

• Assemblies > Dashboard

• Packages > 

• Reports > 

• Tracking Statuses > 

Assemblies > Details > Viewer > Toolbar > Dimensioning

Dimensioning - Applies to the following:

1. Admin > Company > Project Roles > Packages > Details > Viewer > Toolbar > Numbering

2. Admin > Company > Project Roles > Assemblies > Viewer > Toolbar > Numbering
   
   
   
   

3. None Checked or if Display is not checked - When no Dimensioning checkboxes are checked or when the Display checkbox is not checked, the Dimensioning button will not display.
   
   
   
   

4. Dimensioning (Parent) - When Dimensioning (Parent) is checked, all child checkboxes will be automatically checked and the Dimensioning button will display.
   
   

   
   
   
   

5. Display (Only) -  When checked as the only child checked, the Dimensioning button will display and when clicked the dimensions will display if they had been previously generated by a user with sufficient Project Role permissions. In addition, the Dimensioning Status Toolbar will display.

   
   
   
   

6. Auto-Dimension - When checked, the Run Auto-dimension Routine tool will display and when clicked will dimension the parts in the viewer.

   
   
   
   

   
   
   

7. Bulk Delete - When checked, the Delete All Dimensions tool will display and when clicked any existing dimensions will be deleted.
   
   
   
   

8. Delete Dimension - When checked, the Delete Dimension icon (red x) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and delete the dimension.
   
   
   
   

9. Display - Mush be checked to Display the Dimensioning tool.
   
   
   

10. Linear Beta - When checked, the Linear Beta tool will display.

11. Move - When checked, the Move icon (blue +) will display within a dimension. When the mouse hovers over the dimension the user will be able to click the icon and move the dimension. In addition, the Dimension Settings tool (green wrench) displays which provides additional Click Detection settings.
    
    
    
    

12. Place Dimensions - When checked, the Place Dimension flyout will display. See the Manual Dimensioning article for more information.

Assemblies > Details > Viewer > Toolbar > Numbering and Tagging

Numbering and Tagging - Applies to the following:

1. Admin > Company > Project Roles > Models > Viewer > Toolbar > Numbering or Tagging

2. Admin > Company > Project Roles > Packages > Details > Viewer > Toolbar > Numbering or Tagging

3. Admin > Company > Project Roles > Assemblies > Details > Viewer > Toolbar > Numbering or Tagging

    

   
   
   

4. None Checked or if Display is not checked - When no Numbering checkboxes are checked or when the Display checkbox is not checked, the Item Numbers button will not display.

   
   
   

5. Numbering (Parent) - When Numbering (Parent) is checked, all the child checkboxes will be automatically checked, the Item Numbers button will display, and the additional options flyout will display.

   
   
   

6. Display - When checked, the Display - Item Numbers button will display and when clicked the numbers and tags will display. The fly-out that includes additional edit options will not display.

   
   
   

7. Bulk Delete - When Bulk Delete is checked the Bulk Edit - Delete All Item Numbers and Tags tool will display and when clicked any existing numbers or tags will be deleted.

   
   
   

8. Custom Tags - When Custom Tags is checked the Custom Tags tool will display and when clicked the Annotation Tags dialog will display.

   
   
   

   
   
   

9. Delete - When checked, the delete tag icon (red x) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and delete the item number or tag.

   
   
   

10. Move - When checked, the move tag icon (blue +) will display within a item number or tag. When the mouse hovers over the item number or tag the user will be able to click the icon and move the item number or tag.

    
    
    

11. Renumber - When Renumber is checked the Renumber - All Item Numbers tool will display and when clicked any existing item numbers will be renumbered.
    
    
    
    

Projects

Projects > Dashboard

Projects > Dashboard > Edit

1. Checked - Permission to change the Status of a Project. 
   
   

   
   
   
   

Projects > Dashboard > View

1. Checked - Permission to view of all company projects. Includes information such as Number, Name, Name Override, #Models, #Packages, and Package Statuses.

   
   
   
   

2. Unchecked - The list of Projects will not display.

Models

Models > Dashboard

Models > Dashboard > Dashboard

1. Checked - Permission to view the Models > Dashboard, a list all published models by Project. Includes model information such as the date Published, Project Level Conflict Resolution (editable) setting, # Packages, # Assemblies, # Parts, and Reports.  
   
   

   
   
   
   

2. Unchecked - The list of Models will not display.

Models > Dashboard > Delete Model and Data

Required Project Roles:

• Models > Dashboard > Dashboard
  
  
  

1. Checked - Permission to Delete the model.

Models > Viewer > Actions

Unless one of the following Actions are checked, the Models > Viewer tab will not display.

Models > Viewer > Actions > Areas

1. Required Checked 

   1. Models > Viewer > Actions > Areas.

Models > Viewer > Actions > Assemblies

1. Required Checked 

   1. Models > Viewer > Actions > Assemblies
      
      

Models > Viewer > Actions > Attachments

1. Required Checked 

   1. Models > Viewer > Actions > Attachments
      
      

Models > Viewer > Actions > Categories

1. Required Checked 

   1. Models > Viewer > Actions > Categories
      
      

      
      
      
      

Models > Viewer > Actions > Packages

1. Required Checked 

   1. Models > Viewer > Actions > Packages

   2. Models > Viewer > Actions > Areas

   3. Packages > Categories - Permission to one or more more Packages

   4. Packages > Details > Attachments

   5. Packages > Details > Items > Properties

   6. Division - Permission to one or more more Divisions, if company is using Divisions
      
      

      
      
      
      

Models > Viewer > Actions > Reports

1. Required Checked 

   1. Models > Viewer > Actions > Reports

   2. Reports  - Permission to one or more more reports
      
      

Models > Viewer > Actions > Tracking

1. Required Checked 

   1. Models > Viewer > Actions > Tracking

   2. Tracking Statuses - Permission to one or more more Tracking Statuses

   3. Division - Permission to one or more more Divisions, if company is using Divisions
      
      

Models > Viewer > Display Mode

Unless one of the following Display Mode options are checked, the Models > Viewer > Display Modes tool will not display.

Models > Viewer > Display Mode > Areas

1. Required Checked 

   1. Models > Viewer > Display Modes > Areas.

   2. Models > Viewer > Actions > Tracking
      
      

Models > Viewer > Display Mode > Assemblies

1. Required Checked 

   1. Models > Viewer > Display Modes > Assemblies

   2. Models > Viewer > Actions > Tracking
      
      

Models > Viewer > Display Mode > Categories

1. Required Checked 

   1. Models > Viewer > Display Modes > Categories

   2. Models > Viewer > Actions > Tracking
      
      

Models > Viewer > Display Mode > Containers

1. Required Checked 

   1. Models > Viewer > Display Modes > Containers

   2. Models > Viewer > Filters > Containers

   3. Models > Viewer > Actions > Tracking
      

Models > Viewer > Display Mode > Packages

1. Required Checked 

   1. Models > Viewer > Display Modes > Packages

   2. Models > Viewer > Actions > Tracking

   3. Packages > Categories - Permission to one or more more Packages
      
      
      
      

Models > Viewer > Display Mode > Purchasing

1. Required Checked 

   1. Models > Viewer > Display Modes > Purchasing

   2. Models > Viewer > Actions > Tracking

   3. Packages > Categories - Permission to at least one Package Category

Models > Viewer > Display Mode > Tracking

1. Required Checked 

   1. Models > Viewer > Display Modes > Tracking
      
      

Models > Viewer > Filters

Unless one of the following Filters options are checked, the Models > Viewer > Filters tool will not display.

Models > Viewer > Filters  > Areas

1. Required Checked 

   1. Models > Viewer > Display Modes > Areas.
      
      
      

1. Models (Read Only and Editable options) - The Models tab includes the Model Viewer and is the main area to filter, view, and take actions on model items.
   
   

   
   
   
   

2. Models > Viewer > Filters > [Filter] (Read Only) – The FILTERS options on the left side of the page gives the user different ways to filter the model. Permission can be given to each individual filter or click the Filters checkbox to give access to all filters.
   
   

   
   
   
   

3. Models > Viewer > Display Mode (Read Only) - The DISPLAY MODE options in the center of the page gives the user different ways to display the model from a Normal view to a view that displays part colors by either Areas, Categories, or Tracking.
   
   

   
   
   
   

4. Models > Viewer > Actions (Editable) - The ACTIONS options on the right side of the page gives the user different actions that update the Stratus database. These actions include adding selected items to an Area, Assembly, Category, Package, or Tracking Status. In addition, Attachments for a selected item can be viewed.
   
   

   
   
   
   

5. Models > Viewer > Toolbar (Editable) - The vertical Toolbar on the right side of the viewer gives users access to unique tools including Grid Offset Measurement and Grid Display (Read Only), Select Connected (Read Only), Properties (Read Only), Control Point Display and Panel (Editable).
   
   

   
   
   
   

6. Packages (Editable and Read Only) - The Packages tab includes a Dashboard, Schedule, Status Board, Categories, and Package Details for each package. 
   
   

   
   
   
   

7. Package > Dashboard (Editable) - The Packages Dashboard tab displays information about each Package in the project / model including the number of assemblies, estimated hours, and tracking status. Permission options include the ability to generate a Cut List, export Points (if available), download a .MAJ file (if available) and delete the Package. Each can be individually permissioned.
   
   

   
   
   
   

8. Packages > Status Board (Editable) - The Packages Status Board tab displays package Kanban cards.
   
   

   
   
   
   

   1. Use the Drag & Drop permission to control whether or not a user can “Drag & Drop” a package from one status to another in the Packages Status Board.
      
      

9. Assemblies (Read Only) - The Assemblies tab includes a Dashboard and Viewer. Creating a new assembly in Stratus can update the Revit model if the modeler imports the model back into Revit and then publishes the changes. Assemblies created in Revit cannot be edited.

10. Assemblies > Dashboard (Editable) - The Assemblies Dashboard tab displays a Dashboard grid that includes a list assemblies by project, model, type, status, and tracking log. A project role with the Delete permission can delete assemblies.
    
    

    
    
    
    

11. Assemblies > Viewer (Read Only and Tracking status changes) - The Assemblies Viewer tab displays a 3D view of the selected assembly on the left and tabbed options (Parts, Sheet, Report, Notes, and Attachments,) on the right. Along with Parts tab comes the permission to Send Cut List to TigerStop or Export to TigerStop the selected parts if TigerStop software has been installed. A project role with the Tracking permission enables users to change the Tracking status of the assembly.
    
    
    

12. Assemblies > Viewer > Numbering and Dimensioning - Numbering and Dimensioning permissions can now be set to be visible but not modifiable per project role.
    
    

    
    
    
    

13. Divisions - Filter which project roles can access specific Divisions. See Divisions (Admin) for more information.
    
    

    
    
    
    

14. Package Categories - Filter which project roles can access specific Package Categories. See Package Categories (Admin) for more information.
    
    

    
    
    
    

15. Tracking Statuses - Filter which project roles can access specific Tracking Statuses. See Tracking Statuses (Admin) for more information.
    
    

    
    
    
    

16. Projects > Deliverables > Viewer -  The Viewer project role for Project Deliverables is only used to control the display of notifications which impact deliverables (Ex. deliverable definition changes, new model published, bim areas modified, and more). 
    
    

Models > Viewer > Toolbar

Unless one of the following Toolbar options are checked, the Models > Viewer > Display - Item Numbers Toolbar will not display.

Models > Viewer > Toolbar > Numbering

Models > Viewer > Toolbar > Numbering > Bulk Delete

1. Required Checked 

   1. Models > Viewer > Toolbar > Bulk Delete

Models > Viewer > Toolbar > Tagging > Display

1. Required Checked Display. When any option is checked, Display is automatically checked.

2. Tagging - Checks all tagging options

3. Display - Displays the Display - Item Numbers Toolbar button. When clicked, Item Numbers and Tags previously placed by a user with Project Role permissions will display.

4. Bulk Create - Displays the Create icon and when clicked?.

5. Bulk Delete - Displays the Delete icon and when clicked, displays the Delete All Tags prompt.

6. Custom Tags - Displays the TAG button and when clicked displays the Annotation Tags dialog.

7. Delete - The Delete option will display.

8. Move - The Move option will display.

Videos

08/19/2024 - Stratus Academy: ADM-512: Admin 3 - Project Roles

To take the Project Roles course, login to Stratus Academy and and locate the course ADM-512: Admin 3 - Project Roles.

02/25/2021 CSG Webinar: Setting Up Project Roles

00:00 Release Notes Review
05:00 Project Roles
20:50 Tracking Status and Divisions

Stratus 07/16/2020 Implementation Webinar - Project Role Setup/Interface (13:15)

0:21 Admin > Company > Settings > Project Roles
1:45 Project Roles are assigned to users at the project level
2:42 Desktop > Publish
4:24 Models > Viewer > Filters
5:30 Models > Viewer > Display Modes
5:43 Assemblies > Dashboard
6:00 Assemblies > Viewer > Numbering & Dimensions
6:44 Packages > Categories - High-level permissions as to what a user can see
8:05 Divisions - High-level permissions as to what a user can do
9:51 Tracking Statuses - Granular permission as to what a user can view at the assembly and package level.
12:00 Test project role permissions under Account > Company > Override Project Roles for Testing